Student Enrolments checklist
Take every student from first enquiry through a trial lesson, enrolment and their end of term report.
Student referenceDate started
Work down the steps in order. Fields marked * must be filled in before moving to the next step.
1. Enquiry
A family or student has asked about lessons.
- Enter the Student name and pick the Parent or guardian. For adult students, pick the student themselves.
- Choose the Subject or instrument and their Current level.
- Add How they found us. It tells you which marketing works.
- Offer a trial lesson within a week.
Completed byDate2. Trial lesson
Trial booked and done, with consent on record.
- Set the Trial lesson date and the Teacher.
- Get consent to lessons and to your policies, and record who gave it and when in Consent given by (e.g. "Parent, signed 17 Oct"). Adult students give their own.
- After the trial, the teacher notes how it went and the suggested level on the record's Notes tab.
Completed byDate3. Enrolled
Lesson slot agreed and term fees paid.
- Agree the Lesson day, Lesson time and Lesson length with the family and the teacher.
- Send the term invoice. Tick Term fees paid once it has cleared.
- Attach the Signed enrolment form if you use one.
- Send a welcome email with the term dates and what to bring.
Completed byDate4. Term report
End of term progress report sent to the family.
- The teacher writes the report and attaches it as Term report.
- Send it to the parent or guardian and record who sent it in Report sent by.
- Ask whether they are continuing next term.
Completed byDate