Program Enrollment
Streamline the process of registering community members for various programs, ensuring all necessary information is collected and confirmed efficiently.
This reusable ProcessKit template contains 5 steps and 31 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Intake Enrollment Inquiry
- Overview
- Participant Full Name
- Contact Email
- Contact Phone Number
- Program of Interest
- Inquiry Date
Assess Program Eligibility & Availability
- Overview
- Check Program Capacity
- Current Enrolled Participants
- Eligibility Criteria Met?
- Program Status
- Notes on Eligibility/Availability
Collect Registration Documentation
- Overview
- Participant Date of Birth
- Emergency Contact Name
- Emergency Contact Phone
- Medical Information/Allergies
- Signed Waiver/Consent Form
- Parent/Guardian Signature (if applicable)
Process Program Fees
- Overview
- Program Fee Amount
- Discount/Subsidy Applied?
- Final Amount Due
- Payment Method
- Payment Received
- Receipt Issued
Confirm Enrollment & Onboard
- Overview
- Add Participant to Program Roster
- Send Welcome Email/Packet
- Welcome Packet Contents Confirmed
- Enrollment Confirmation Date