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Choose the staff that will be credited with this sale. This selection directly affects the staff performance report.

Choose the executive that will be credited with the sale. This selection directly affects the staff performance report.

Choose whether the enrollment is Pre-Original, Original, Extension, or Renewal. This determines where the enrollment is listed in the Summary of Studio Business Report. This value is also listed for each enrollment on the Weekly Royalty Report.

Choose whether the enrollment is Front Department (Interview) or Back Department (Renewal). This only affects where the enrollment is placed on the Staff Performance Report.

Choose the appropriate level for the enrollment. The choices are Sample, Beginner, Social, and Advanced. This selection will immediately change the student's level, default lesson length, and default units per lesson. The level of a lesson is based on the enrollment that that lesson was taken using, and will be displayed on the Lesson Sheet. Use the Levels guidelines for deciding which level an enrollment is.

Choose the staff that will act as the student's primary instructor. The enrolled student's primary instructor will immediately be changed. This affects the lesson sheet when scheduling a lesson for this student, as well as the Instructors This Week report.

Select a value from the dropdown list:

• “Enrollment for Units” means that the student is purchasing a number of units.
• “Non-Unit Private/Coach” is an enrollment for individual private or coaching sessions. Although not technically for units, the program's unit counting is still used to track remaining lessons.
• “Non-Unit Class” is an enrollment for classes not specifically scheduled for this individual student, such as group classes.

This optional entry allows you to make a note of any special details involved with this enrollment. The notes are shown with the enrollment on the student financial page and on the student's lesson card.

This is the date and time that the enrollment took place. This date is used when reporting sales figures. It defaults to the current date and time.