Let the parent know you need a minute to set up the enrollment.

Hand them a copy of the Welcome Letter (linked above) and have them look through it while you set up.

Add the contact info from the Registration Form (linked above!) to the Lead Details in Radius. They should have the form filled out from the beginning of Act 2.

(Confirm Start date? - I usually get this from them before setting up enrollment. That way I can prorate the membership correctly)

Follow the Radius Enrollment Guide linked above to guide the parent through enrollment

Hand the parent a Scheduling Form - found in the General Enrollment Forms- Shared Drive (linked above!)

Determine with parent the days and times for two recurring sessions and fill in Scheduling Form. Double check your availability in Appointment+ first!

• 60 min - (1st through 6th Grade)

• 90 min - (7th grade and Up)

• 30 min - (First Steps/Great Foundations)

Take note of the recurring schedule to be added later 

Follow the DaySmart Account Creation guide linked above

Make sure their login information matches the Scheduling Form!

Ask the parent if they have any final questions

Hand the parent an enrollment folder filled with a Welcome Letter, Scheduling Form, and your business card

Let the parent know that you're all done with paperwork and that they are welcome to wait in the waiting area while their student finishes the assessment

Check in with the student and make sure they are doing alright. Afterwards give the parent an estimate on how long the assessment will take.

Give them the option to finish the assessment now or have them finish it on their first day

Collect the assessment from the student (when either finished or when parent is ready to leave)

Give the student a Mathnasium wristband

Thank them for coming to Mathnasium and let them know you look forward to working with them soon!