How to Enroll a New Student

Before enrolling a new student, ensure the following setup is complete:

• Enrollment form is configured
• User notifications are set up
• Programs have been created
• Classrooms have been created
• Immunization settings are updated

Step 1: Access Pending Enrollments

1. From the main navigation menu, click Enrollment.
2. Select Workflow.
3. You will see a list of Students Pending Enrollment.
4. Click the Submission Date to open the enrollment record.

Step 2: Review Application & Documents

1. You will begin on Step 1: Review Application & Documents.
2. Review all information exactly as submitted by the family, including:

• Student information
• Parent/guardian details
• Medical and emergency contacts
• Uploaded documents
• Signed policies and waivers

3. If needed, click Print PDF to print or save a copy of the completed enrollment form.1. Once everything looks correct, click Next to proceed.

Step 3: Assign Program & Classroom

1. Step 2 is Assign Program & Classroom.
2. Butterfli will automatically:

• Calculate the student’s age based on the selected start date
• Determine program eligibility based on age and program rules

3. From this screen, you can:- Change the student’s start date

• Edit or remove assigned programs
• Add additional programs (primary or add-on)
• Assign classrooms, or leave them Unassigned to assign later

4. Eligibility indicators will update automatically as changes are made.## Step 4: Complete Enrollment

5. Review all program and classroom assignments.

6. Scroll to the bottom of the page.

7. Click Complete Enrollment to complete the enrollment.

Important: Changes will not be saved unless you click Complete Enrollment.