Navigate to the master sheet\
Make a copy of the master sheet\
Send the renamed master sheet to the B2B Partner (B2B)
Link: <https://docs.google.com/spreadsheets/d/1jl4zAFFkLBTz0M4SB-KQAvRCDffyvBQNTq2TjqlRsGc/edit#gid=0>
Master sheet should be renamed according to B2B name
**CSM** checks the link every day to see if there are new students added\
The list should be checked at 10 AM and 4 PM
2
**B2B** Provides us with the info below:
Student's full name\
Start date
Student's email address
Student's date of birth
B2B excel sheet must be completed
3
**CSM** creates a Contact in the CRM for the student ( If no Contact exists, create one.)
4
**CSM** schedules the Enrollment huddle with the person in charge ( for the B2B )
5
**CSM** creates an Ed Plan to have it on our system once we confirm the courses they want to take
Do not send the Ed Plan to B2B ( this is for internal use only )
6
CSM enrolls the student via Canvas and once the enrollment process is done an invite to the student will be sent
The invite will be sent to the students personal email
7
Once the student accepts the invite, the enrollment is done successfully
We need to confirm whether they want to use a credit/debit card, or would they prefer a wire transfer.
The email that should be sent to B2B should contain these bullet points:\
\
List of students successfully enrolled in Schoology:
- Kyla xxx
- Kayson xxx
- Marianne xxx
- Ivy xxx
- Request for tuition payment preference: credit/debit card or wire transfer.