This guide explains how to attach valuable files to your dance studio contacts within Enrollio. Whether you need to add parent consent forms, performance schedules, costume photos, or digital waivers, this process will help you keep all essential documents organized and easily accessible in one place.
Log in to Enrollio:Begin by signing in to your Enrollio account with your dance studio credentials.
Navigate to Contacts:From your dashboard, click on the Contacts section where you manage student and parent profiles.
Select the Contact:Find and select the specific contact (student or parent) for whom you wish to attach a file. This could be a dancer’s profile or a parent’s record.
Add the File:
Look for an option or button labeled "Add Files" on the contact’s page.
Click the button to open the file upload interface.
Upload Your File(s):
Select one or more files from your computer.
Choose documents that are relevant to your studio, such as digital copies of performance waivers, recital schedules, costume measurements, or even video feedback from recitals.
Confirm and Save:
Verify that the correct file(s) have been selected.
Confirm the upload to attach the file(s) to the contact’s record.
Wait for the system to process the upload. Once complete, the file should appear in the contact’s details.
Keep Files Organized:Regularly update and review attached files for each contact to ensure all relevant student or parent information is current.
File Specifications:
Ensure the files are in compatible formats (for example, JPEG, PNG, or PDF).
Check that the file size meets Enrollio’s requirements to avoid upload errors.
Use Clear Naming Conventions:Label your files with names that clearly indicate their content (e.g., "Consent_Form_Jun2021.pdf" or "Recital_Schedule_August2021.pdf") so you can easily locate them when needed.
By following these steps, your dance studio can effectively manage important documents, ensuring that all student and parent records in Enrollio are complete and accessible. For additional guidance or more detailed troubleshooting, please refer to other articles in Enrollio’s support portal. Happy dancing and smooth managing with Enrollio!
