Client Services Salesforce

Enrolling Additional Clients in a Class or Group

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When Class or Group sessions have been created, clients are enrolled at that time. However, as more clients come into a particular Program Phase, they may also need to be enrolled in the class or group sessions.

This article describes how enroll additional clients in a class or group.

1. Click Service Schedules.

2. Ensure you are seeing the classes for your campus.

If you are seeing the classes of a different classes, or if it says Recent, click the triangle arrow and select the correct campus. Then click the pushpin to ensure you always see this view.

3. Click on the correct Class or Group schedule under Service Schedule Name.

4. Click Add More Participants.

5. Click Add by the clients you would like to enroll in the Class or Group.

6. Click Save.

The clients have been enrolled in the Class or Group.

So studious!

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