Feature Available on All Plans
Available on Web and Mobile
To archive children without deleting their data you can simply change their enrollment status to Inactive, Graduated, or Removed. By doing this, students can be filtered out of the list of your actively enrolled students. This is a better option than deleting a student because you are able to maintain necessary records for billing, tax, and other reporting purposes.
Setting A Student's Enrollment Status
You can set the enrollment status of a student on their profile on the web portal or the app.
From the app:
- Select student
- Tap Profile at the top-right
- Select the Status field
- Choose "Inactive" from the list of statuses. (Or choose the desired status)
- Tap Save
- Tap Save again to confirm profile changes
There are a few options for students that are leaving your school: Graduated, Inactive, and Removed. For students that will be joining your school, you can choose from: Lead, Toured, Applied, and Waitlist.
Filtering according to Enrollment Status
You can filter for all students with a particular enrollment status using the status field on the Students section of the brightwheel web portal:
In the app Tap "Manage" (Settings wheel on Android) to filter for particular student statuses:
Then select the Student status filter: