New Enrollment

Getting Started

The Enrollment section provides access to upload students for rapid enrollment individually or in bulk. Students enrolled through this section are automatically paired to the Organization and tied to the selected manager.

To get started with the rapid enrollment tool, you must set up rapid enrollment packages with an A.D. Banker Account Manager. To reach out to your account manager, you may contact them directly or call our Customer Service Team at 1‑800‑866‑2468 to connect you.

Overview 

Each enrollment will take you through the below steps, which will be detailed further in the sections linked below:

1. Default Settings
2. Add students
3. Review order
   
   
   

Back to top

Default Settings

Default settings allow you to set a default package, additional manager, or both for all students you enroll this session. This can speed up enrollment for these common settings:

Package

Choose a default package you want each person enrolled in. If you would like different packages for different students, you can update those individuals in the "Add Students" step. For online courses, you may also select additional custom Resources if you have already created them.

Additional Managers

By default, all students enrolled will be assigned to you. If you would like them to be assigned to additional managers in your account, add them here.

Back to top

Add Students

You have 2 options to add students to the order - via bulk upload or individually. 

Bulk Upload

Many people prefer the spreadsheet upload if they have a pre-built spreadsheet with all the student information.

If you choose to enroll via a spreadsheet, you can use the provided template or upload your own. Once uploaded, you can map the spreadsheet columns to the correct columns in the A.D. Banker enrollment form. We automatically identify and map some columns during upload.

You may insert the Package ID in a column, and we will automatically detect what package you would like the student enrolled in, or the package can be individually selected later in the enrollment process.

After you have uploaded your students and mapped your properties, you may be asked to add more information for a student if you are missing some required fields. You will see this as the "Fix" button on each student. If this says "Edit" you can continue with the enrollment.

Individually

This option is best if you want to re-enroll a small number of students. 

Click the "Add Students" button and start adding the student information. If the student has an existing account, their details will auto-populate from the details already in our system once you have typed their email address. Once you have added all the required fields, click Add and Close or Add Another Student to add and continue.

Edit Settings

Once students have been added to the enrollment, you can update one or more student settings (Package, Assigned Managers, Email Confirmation, etc.) using the "Edit Settings" button.

When you have added all the students, click Review Order.

Back to top

Review Order

Review your order and choose your payment method. You have 3 ways you can pay:

• Credit Card - pay with a company or personal credit card.
• Billing PIN - add this enrollment to your company's billing account. If you do not currently have a Billing PIN, contact your A.D. Banker Account manager.
• Student Pay - have the student pay by credit card at their convenience. The student will be unable to access products until payment is received.
  
  

Once you have added your payment information, click Submit Order.

It may take several minutes to process your order. When it is complete, you will see the order in the Order History section.

Back to top