Activating Prospective Client Profiles

When a custom form is submitted by a client, a corresponding profile is automatically added to Teachworks. You can find this under the "Prospective" filter on the family or student student list.

Activating a Family Profile

To activate a prospective family profile, you can follow these steps:

1. Go to the Family list (Students > Families)
2. Click on the “Prospective” filter in the upper right corner
3. Click on the “Edit” icon next to the relevant client’s name
4. Set the status to “Active”
5. Save the form

Activating an Independent Student Profile

You can follow the same steps above, but you will find these profiles on the Student list (Students > Students)

You can also add the “New Student Enrollments” widget to your dashboard to quickly access these profiles. You can follow the steps above to activate the profile.

Updating Prospective Profiles in Bulk

Go to your student or family list and click on the “Prospective” filter. Use the checkboxes to select the profiles that you want to activate - a menu will appear at the top of the table and you can choose the “Activate” option to activate profiles in bulk.