Add Students to MySimpleMenu and Check Classrooms – Erica Harris

## Purpose

Clear pending student enrollments in MySimpleMenu for Erica Harris by reviewing participant status, sending enrollment forms, confirming activity in the Family account, and messaging parents when needed.

## Prerequisites

- Sign in to MySimpleMenu and the Family account with the client’s approved credentials via the organization’s password manager.

- Have ClickUp/Hubtasks ready for progress notes.

## Procedure

1. Sign in to MySimpleMenu → **Participants** → **Pending**.

2. For each pending student, prepare to send the enrollment form.

3. In the Family account, open **Children** and search the student by name (cross-reference MySimpleMenu).

4. Confirm whether the student is still active using the month markers in the Family account (current/recent month = active; older month = no longer active).

5. Message parents who have not yet been contacted. Reuse an approved prior parent message when appropriate; personalize as needed.

6. From the parent profile, confirm the student’s classroom, then return to the child profile if needed before messaging.

7. In MySimpleMenu, open **Online Enrollment** → **Create Enrollment**.

8. Label as Participant 1 (or the next available label), select the student, enter the parent full name and phone from the Family account, then **Enroll**.

9. Continue until all pending students are processed. Track: forms sent, inactive students, and parents messaged.

10. Update ClickUp with completed / pending / remaining.

## Quality Checklist

- [ ] All pending students reviewed

- [ ] Inactive students noted (not enrolled)

- [ ] Enrollment forms sent for active pending students

- [ ] Parents messaged where required

- [ ] Tracker updated


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