Determine if it is a new or a transfer enrollment.
Delete waitlist requests unless reply notes request differently.
Adjust and/or add ledger.
Close and comment on family notes
Delete class note.
Determine what requests to keep or delete based on the reply.
Do any notes that need to be updated to each request?
Close and comment on family notes
Delete class note.
Locate Swimmer
Delete all wait requests unless reply request is different
New Class Enrollment or Transfer Current Enrollment
Locate the day/time/level/instructor we have held for them
Verify start/end dates are correct before completing enrollment
Adjust and/or Create Ledger
Correct Charge or create a New Charge
Run card on file and send receipt
Notes
Family Notes - turn note to low and close note with an appropriate comment
Class Notes - Locate class and delete note. It is no longer needed.