Onboarding plan

Your 6-step transition blueprint.

Three phases, six steps, zero disruption. Work through each step with your team and tick off the tasks as you go.

Sign in or create your school account to tick off tasks and have your progress saved across devices.

Phase 1

Preparation & Foundation

01
Student enrolment checklist on a clipboard
Step 1

Data Audit & Internal Announcement

Minimum data you'll need to extract

Before you clean up, make sure you export from your current system includes every field below. Missing any of these will slow your go-live down.

Contacts
  • Child's full name
  • Date of birth
  • Medical info
  • Parent's name
  • Email address
  • Mobile phone
Classes
  • Discipline (e.g. Musical Theatre, Ballet)
  • Level (e.g. Beginner, Level 2)
  • Location / studio (e.g. Grange High School, SO41 2NH)
  • Time
  • Day
Important Tasks
Start at Stripe
Laptop showing the Enrolio dashboard
Step 2

Data Migration & Admin Onboarding

Important Tasks
Go to branding
Phase 2

Training & Engagement

02
Bright orange Enrolio t-shirt
Step 3

Staff Training & Student Teaser

Important Tasks
Phone wrapped in an orange ribbon
Step 4

Official Student Announcement

Important Tasks
Phase 3

The Switch

03
Welcome mug with a key
Step 5

Account Access & Support Prep

Important Tasks
Orange confetti and party popper
Step 6

GO-LIVE

Important Tasks