Adding Contracts to a Lead Enrollment Configuration

IMPORTANT! In the coming months, we will be phasing out this version of the Tuition Management module. If you are looking for how to work with Contracts in the next generation of the Tuition Management module (which is where all 2023-2024 Contracts were built and sent from), go to the Tuition Management section of our Help Center.

Here are some quick steps for editing contracts tied to a Lead Enrollment Configuration. These steps are specifically geared towards just editing a contract tied to a Lead Enrollment Configuration but keep in mind you can edit more than just contracts when editing a Lead Enrollment Configuration.

1. Go to Admissions/Leads > Enrollment & Inquiries Setup > Lead Enrollment Configuration. Now, select and edit the correct school year's configuration.
   
   
   
2. This will take you to the Edit Lead Enrollment Configuration screen. Scroll down to the Programs for Enrollment and Programs for Re-enrollment tabs. 
   TIP: Programs for Enrollment will control the contracts used for NEW enrollments and the Programs for Re-enrollment will control the contracts used for re-enrollments. 
   
3. You will now edit each Program and edit the contract tied to it. Start by selecting the first program in your list and edit it. 
   1. You will need to repeat this step for each Program separately. You might also need to complete twice, once for Programs for Enrollment and again for Programs for Re-enrollment.
      
      
4. Scroll down to the Contract Settings fieldset and expand it. Now, select the contract you need from the Contract Multi-Page Form drop-down menu.
   
   
   
5. Click Save and Back at the top of your screen and you are done with this program. You can now repeat steps 2 - 4 for each program you need to update a contract for. 
   TIP: You might also need to complete twice, once for Programs for Enrollment and again for Programs for Re-enrollment.