Open your next season: Navigate to Admin > Camper Setup 1 > Season Settings. Click the + sign to open a new season.

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Justify your Discretionary Accounts: This transfers any remaining balance from your Discretionary Accounts (generally, a camp store/canteen account) to the family financial tab. If you do not justify your accounts before closing your season, the account balances will remain in the previous season's account.

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Run an Audit Report and a Transaction Report: Running both of these reports in advance of closing your season ensures you have a historical record of exactly what your past seasons' financials looked like at the time of closing.

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Ensure all Enrollment Management campers have grades: Since you'll be moving campers who are over grade to your Alumni or Staff partitions, all campers' records will need to have a grade to make this determination. Run a user report and include the "Camp Grade" and "School Grade" fields. Use the Edit Inline dropdown to add a grade to anyone missing it.

Note: If you don't have camp and school grades, you'll get an error message when you try to start rollup.

Confirm Staff Status: make note of the staff you would like to invite back, vs. staff who will not be returning.

Confirm the status of all Campers: make note of the camper who will not be returning, any over age campers you would like to invite as CIT or staff next season.

Select Disposition of Family Balances: Enter your choice for how you would like to proceed with family balances.

Maximum Grade For Campers and CITs. After making your balance decisions, you’ll be asked to set a maximum grade for child campers and CITs.

This choice instructs the system to the highest possible grade that your campers can be enrolled in and still be eligible for camp. Any camper beyond this grade is categorized over-grade by the system.

Determine Cut-Off Date For "New" Staff Applicants. From time to time, counselor applications are submitted to your organization after you’ve already made your hiring decisions for the season.

Example: an applicant submits on June 5th. That may be too late to be hired for this year (our cutoff was in March), but you don't want it to be a disqualification from hiring them in the next season. Any applications submitted after the date supplied will be counted as a "recent applicant," rather than an "other applicant." You can find these records in their respective sections when completing the staff section of the rollup.

Tip: many camps choose a date that corresponded closely with the start date of their first session from the to-be-closed season.

Clear Billing Memos At Completion of Current Season Closure. The final prerequisite has you choose if you want to clear (delete) any billing memos you’ve written. This references the notes you may have written in the Financial Tab of a family’s record.

If you’d like to clear them, but retain a historical reference of them for your own records, we suggest you run a user report with the field “Financial Memo” included, and then export your results to Excel.

When you select a link from the list, you will be presented with a list of specific instructions for that designation. You will also have the opportunity to select how the list will be sorted.

From the list of campers, select any that need a status change. Note: each designation will have a default status that you can override by selecting a different radio button status.

If you come across records that have a yellow exclamation point icon next to a camper, this is alerting an outstanding balance. At least one sibling who is not a lead must remain in Enrollment Management until the balance is removed. This condition may prevent you from moving a camper to a different status, such as Alumni or Staff. Contact support if you need more info.

When you are satisfied with the status of the list, click the green "save" button on the bottom.

Continue working down the list until all six have been completed. If come across the message below, "No Records found. Click to mark as completed", simply click the link and you will be moved down the list.

CAMPER MANAGEMENT: Over Grade. indicates that they are no longer eligible to come to camp next year. Based on the grade setting we made in our Prerequisites, these campers are too old to attend future seasons. The default setting for this list is "Alumni".

If needed, select the radio button for "Staff" or "Remove" next to specific camper records.

Tip: If you are not sure if the camper may be a staff member next year, keep them selected as Alumni—they can always be updated to Staff at a later time.
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CAMPER MANAGEMENT: Eligible this group of campers is eligible to return to camp as campers or CITs, as they have not aged out. The default selection for these campers is "Retain." This status gives them records in Enrollment Management for next season, and they will be eligible for your camp sessions.

​Tip: If you know the camper will not be returning, mark them as "Alumni" status. This ensures you don’t accidentally contact the parents with promotional materials for next season.

ENROLLMENT MANAGEMENT: Over Grade In this section, we're deciding what to do with those campers who did not attend camp last year, and are not eligible to come back next year. If the camper has completed at least one year of camp, they will be marked "Alumni" by default in the system.

Note: Campers who only ever applied to camp (without attending) will not be able to be placed in "Alumni". Also, removing a camper in this situation will not delete their record from the system, but rather ensures they do not receive a record for the next season.

ENROLLMENT MANAGEMENT: Eligible This group of campers is eligible to return to camp as campers or CITs. These individuals may have attended camp in a past season (or maybe just applied) but were never enrolled for this year. Their disposition will default to "Retain"
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ENROLLMENT MANAGEMENT: Other Statuses This group of Enrollment Management campers are in other unique statuses. Generally, these statuses aren't used anymore, and may have resulted from a data import. It is common for this section to be blank, but If you do have campers to review, the link will provide necessary instructions.

ENROLLMENT MANAGEMENT: Archived This last group of Enrollment Management campers has been 'archived.' Remember, archiving a camper is done so that they are not included in reports or communication in the future. Generally, it indicates that you do not plan on working with this camper in the future. If you've never archived any campers, this section will have no records.

STAFF RECRUITMENT: Leads A Staff Lead is someone who has not worked for you in the past, and has bever filled out an application to work with your organization. They may have expressed interest in working at your organization, but never took the next step—they’re your staff in the inquiry or referral status. The default selection for these campers is "Retain" in Leads.

Note: If you select delete, be aware this removes their record entirely for next year—they will not be retained as a contact.
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STAFF MANAGEMENT: Hired Staff This section contains staff records that were hired for this previous season. You'll decide whether to retain them, move them to Alumni, or remove them. The default selection for these campers is "Retain" in Hired Staff.

STAFF RECRUITMENT: Veteran Staff Previously hired staff not employed in the current season will be displayed on this list. The default selection for these campers is "Retain" in Veteran Staff.
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STAFF RECRUITMENT: Recent Applicants In this section, you will process applicants whose Application Date is later than the 'cutoff' date you specified in the prerequisites section. By default, these applicants will be retained in Staff Recruitment for the next season with their current status. You could also choose to Delete these applicants.

STAFF RECRUITMENT: Other Applicants In this section, you will process applicants whose Application Date is on or before the 'cutoff' date you specified earlier in the parameters section. Basically, all the other applicants you decided not to hire, for whatever reason.

​Tip: If you thought any applicants were right on the cusp of getting hired - maybe you even marked them as a “Next Year” status - you could retain them, and they’ll be given Staff Recruitment records for next season. =

STAFF RECRUITMENT: Archived This group of Staff Recruitment has previously been 'archived'. Remember, archived individuals are excluded from communication and reports by default. It’s common to see a message stating that no records were found, so you can easily mark this as complete.
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