Knowledge Base Article
Add A Mission Trip Enrollment
A Mission Trip Enrollment is how a Mission Trip Account joins a mission trip, a lot like buying a ticket. Each enrollment belongs to one specific trip and has a Number Enrolled that drives the account's billing and the trip's available slots. There are two ways to add one.
Add an enrollment from the Enrollments list
- From the left menu, go to Mission Trips > Enrollments.
- Click Add New to open the Add A New Mission Trip Enrollment pop-up.
- Choose the Mission Trip, the Mission Trip Account That Is Enrolling, and the Account Contact Who Enrolled (all required).
- Click Add Enrollment & Enter Details to create the enrollment and open it.
On the Enrollment Details page, fill in the rest:
- Contact Who Enrolled (required), Team Member (required), and an optional On Site Coordinator.
- Enrollment Date (required) and Number Enrolled (required).
- Enrollment Status, Acquisition Source, and an Enrollment Description or Information.
- Record Level Permissions and an Enrollment Approved switch at the top.
Click Save All Changes & Continue or Save All Changes & Exit. You can add files and notes from the enrollment's Files and Notes tabs.
Add an enrollment from the Mission Trip
- From the left menu, go to Mission Trips > Mission Trip List and open the trip with its open icon.
- Choose the Enrollments tab, then click Add A New Enrollment.
- In the panel that opens, pick the Mission Trip Account and Account Contact (both required), then click Add Enrollment.
- Set the enrollment's Status and Number Enrolled right in the list, then click the save icon on that row.