Location: Enrollments tab > Graduate
The Graduate tool provides system users with the ability to graduate a client file once they've completed their enrollment program.
Graduate Client Options
Grad Notes: Enter any graduate notes applicable to the client file
Options: Choose to cancel any remaining transactions in the client's enrollment plan
Once final selections are made, Click Graduate Client.
Client File Graduation Successful
Graduation successful screen
Un-Graduate Client File
If a client needs to be placed back into their enrollment program, click Un-Graduate.
Un-Graduate a contact using the Un-Graduate feature