NeatSchool has a great feature around what we call future events. Here is how it works. A parent stops by or e-mails, and you agree on a program change (e.g. class change or tuition change etc). You enter the change in the system along with the date when you want it to take place. That’s it… The system will remember the change and update itself on that date. Optionally you can send a notification to the parents so there are no misunderstandnings. The system maintains a history of program changes by Student along with the date that will be applied so you can always modify them or remove these future changes. You can also apply such changes changes to multiple students at once which is a big time saver.
Starting today when you enter such a program change you have two options. You can instruct the system to add or remove classes or services immediately to the program of the student and on the date to just set the resulting program. For instance, let’s assume you have a student is in Pre-K on Sept. 1, and then you add a future event to add “soccer on Oct., 1”. The system will just remember that the student on Oct. 1 needs to be in Pre-K and Soccer. This is fine but here is what can happen: If on Sep. 15 you also add the Student to the Dance class on Oct 1 the Dance class will be forgotten!!
This is why we added the second option that remembers the changes and only applies them to the program as it is on the future Date. So in the example above on Oct 1, the student would end up having all three classes: Pre-K, Soccer & Dance. Look at the ‘Change Effect’ option and the help tooltips there for all the details.
When you look a future event in the History it shows you how the change will be applied. If you do not see anything in the “Add/Remove” columns, it means that the program change has been computed, it appears in the After column and this is what will be applied. Conversely, if you see something in the Add/Remove columns, the system remembers the changes and will apply them on the future date.
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