School enrollment

Template

Pipefy’s School Enrollment Template is designed to help in the enrollment process of any school, with the tools to manage the vacancy requests, the vacancy wait list, and the enrollment process.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Parent or guardian

  • 2. Phone

  • 3. Email

  • 4. Student's name

  • 5. Birth date

  • 6. School year

  • 7. Type of enrollment

    • New student enrollment
    • Renewal

School places check

  • 1. Number of available places in the required grade

  • 2. Number of available places for new students in the required grade

  • 3. Number of students already enrolled

  • 4. Does the student have a preferred position?

    • Yes
    • No
  • 5. Is there a place for this student?

    • Yes - move card to Enrollment
    • No
  • 6. If not, does the guardian want to place the student's name on the wait list?

    • Yes - move card to Wait list
    • No - move card to Done

Wait list

  • 1. Student position in the wait list

  • 2. Enrollment deadline

  • 3. Did the student get a place?

    • Yes - move card to Enrollment
    • No - move card to Done

Enrollment

  • 1. Deadline to send documents

  • 2. Documents required

    • Two 3x4 photos
    • Proof of address
    • Copy of parents' ID and Social Security cards
    • Copy of student's birth certificate or ID
    • School history (for new students)
  • 3. Copy of documents

  • 4. School contract

Contract

  • 1. Move the card to Done if:

    • The first month payment was received
    • The signed contract was received
  • 2. Contract signed

  • 3. Monthly fee

  • 4. Proof of payment of the first month

Done

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