How to Unenroll an Enrollee
There may be various reasons why you need to "unenroll" someone, such as:
A Customer accidentally enrolls someone in the wrong Program
A Customer accidentally enrolls the same person multiple times
An Admin user accidentally enrolls someone in the wrong Program
Here are the options you can choose when you need to unenroll someone:
Option 1 - Move to Correct Program
Move Enrollee from the incorrect Program to the correct one. Learn how to do that in this support article.
Option 2 - Enroll in Correct Program
Enroll the Enrollee again in the correct Program. This article shows how an Admin can do this. Then delete the incorrect Enrollment. Learn how here.
Option 3 - Delete Enrollee
Delete the Enrollee record. Find out what happens if you delete an Enrollee. You will only want to do this if no transactions have been made for the Enrollee, and you don't need to keep any history.
The best way to track when an Enrollee withdraws from a Program is to add an Admin-Only/Internal Date field to your Enroll Form. You can then fill it in with the date once an Enrollee withdraws. Here's how to do that:
Step 1 - Enroll Form/Student Info
Head to My Company > Forms > Enroll Form. Scroll down to the Student Info section that looks like this:
Step 2 - Add Date Field
Next, scroll down to the last question before the Program Section. Add a Date Field and call it something like "Withdrawal Date."
Step 3 - Switch on Toggles
Scroll to the bottom of the Field Settings to switch on the following:
Not editable by Primary Account Holder - The Primary Account Holder does not fill in the field on the Enroll Form (the field is hidden on the Enroll Form). The Account Holder also cannot edit the field but can view that field on the Customer Portal.
Hide in Customer Portal - Primary Account Holder completes the field on the Enroll Form but cannot view those responses in the Customer Portal.
Hide on Enroll Form - The Primary Account Holder does not fill in the fields on the Enroll Form but can edit the response.
Step 4 - Move Field
Click Save to save and then move the field where you want it on the Enrollee's timeline. See this support article for how to move a field in the Enroll Form.
NOTE: Once you add this field, you can filter by that date on the Enrollee Table (see below). Click here to learn how to filter Enrollees.
