Module 7 - Financial Set Up, Pt. 1 - Enroll Customers

Video Summary

• Financial Setup Overview

  • Initial financial setup is completed in multiple parts.

  • First step is connecting the school to an online payment processor.
    
    

• Online Payment Processor Setup

  • Schools can connect to:

    • Stripe

    • Gravity Payments (Basic Tier and above)

  • For Gravity:

    • The school receives setup instructions via email.

    • The payment processor connection is completed after coordination with support.

• Enrolling Customers/Families

  • Families are not automatically in Financials - they must be enrolled.

    • Admins manually enroll them
    • If a Guardian completed a custom Payment Form for that school year they are enrolled automatically 

  • “Enroll Customers” displays all your Active Families (not applicants or archived).

  • Families can be:

    • Enrolled individually

    • Dismissed individually

    • Enrolled all at once

    • Selected manually from the list

• How Enrollment Works

  • Clicking “Enroll” adds the family to Financials for the selected school year.

  • Enrollment is visually subtle:

    • The family simply appears in the customer list below.

• Dismiss Option

  • “Dismiss” removes a family from the enrollment list for that school year.

  • Useful when a family should not be added to Financials.

• Using “Enroll All” 

• • Recommended mainly during the first year of setup when enrolling all active families.

  • Not recommended in later years unless the school knows all families are returning.

  • Once families are enrolled in Financials for a school year, they cannot be removed.

  • Best practice:

    • Only enroll families confirmed to be returning for future school years.

      
      

The Next Video - Financial Set Up, Pt. 2 - Accounts and Categories