Core workflows
How do I enroll a lead into a course and batch?
Turn an enquiry into a student by placing them in a batch with open seats.
About 2 min
Before you start
- A course with at least one batch.
- 1
Open the lead
Go to Leads and open the enquiry you want to enroll.
- 2
Start enrollment
Use the enroll option on the lead to open Enroll in Another Course.
- 3
Choose course, branch and batch
Pick the course and branch. Only batches with free seats are listed.
- 4
Confirm
Click Enroll. The student now appears on that batch for attendance.
Good to know
- One student can be enrolled in more than one course and still keep a single profile.
- Before enrolling, make sure the course description and modules are filled in. Students see these in their Student App, so complete details set the right expectations from day one.
