1. Student Data Prepared

• ☐ All current students exist in the system
• ☐ Students expected to be included have status Enrolled
• ☐ Students are assigned to the correct current grade
• ☐ Graduating students are correctly placed in the top grade
• ☐ Family relationships are correctly linked

Why this matters
Eligibility and next-year placement depend on accurate records.

2. Parent Contact Details Verified

• ☐ Each student has at least one valid parent email
• ☐ Test email successfully received by internal account
• ☐ Duplicate or outdated contacts cleaned up

Why this matters
Notifications are the only access method for families.

3. Re-Enrolment Settings Configured

• ☐ Re-enrolment enabled
• ☐ Deadline set and verified
• ☐ Academic year confirmed
• ☐ Undecided option configured as intended

Check location
Settings > Admissions > Re-Enrolment

4. Notification Emails Ready

• ☐ Initial invitation email customised
• ☐ Reminder emails reviewed
• ☐ Confirmation email reviewed
• ☐ re_enrollment_url included
• ☐ Messaging clearly explains deadline and next steps

Check location
Settings > Admissions > Status & Notification

5. Forms Configured

• ☐ Re-Enrolment Form enabled
• ☐ Required fields reviewed
• ☐ Optional Declined and Undecided forms configured (if used)
• ☐ Payment settings confirmed (if applicable)

Check location
Settings > Forms

6. Eligibility Reviewed Before Sending

• ☐ Students not invited to return marked Declined
• ☐ Newly enrolled future students excluded
• ☐ Dashboard eligibility list verified

Check location
Re-Enrolment Dashboard

7. Internal Validation Completed

• ☐ Test re-enrolment completed as a parent
• ☐ Payment flow tested (if enabled)
• ☐ Dashboard status updates verified
• ☐ Enrolment Analytics reviewed for accuracy

8. Launch Decision

• ☐ All checks complete
• ☐ Admissions team informed
• ☐ Communication plan ready

You are ready to send initial re-enrolment invitations.