If you are looking for the steps to make sure you don't release a contract to a parent, or want to hold a contract back from a parent or family, or need to remove a contract from the portal for a select parent or family, or any reason that you need to keep from releasing a contract to a parent or family you have found the right place.
These steps can be used for both new or re-enrollment contracts so as long as you are editing a contract you will have this option. Keep in mind that this is not a replacement for the bulk release option that you have in your lead enrollment configuration for new and re-enrollment contracts. Click here for more information on How to Release Enrollment or Re-Enrollment Contracts to Parents.
PRO TIP! Remember that you can get to the Edit Contract screen from the re-enrollment leads table or the leads table by clicking the purple contract icon. Or, you can edit it from the Submitted/Pending Contracts table. Click here if you need help locating the Edit Contract screen.
From the Edit Contract screen...
- Uncheck the Release To Parents checkbox. Click Save and Back and you are done!
- If you need to release a contract that has this option unchecked, simply click the Release To Parents checkbox and click Save and Back and you are done!