---
title: Moving a Student to a New Location and/or Start Date
description: Process for updating a student’s school location or start date including retention steps, HubSpot updates, and reenrollment workflow.
---
[Skip to content](https://knowledge.zollege.com/sop-internal/moving-a-student-to-a-new-location-and/or-start-date#main-content)
English
Show submenu for translations
Open main navigation
Close main navigation
- English
Show submenu for translations
- Contact us
Contact us
How can we help you?
- There are no suggestions because the search field is empty.
1. [SOP Knowledge Base (Internal)](https://knowledge.zollege.com/sop-internal?hsLang=en)
2. [Student Life Cycle](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en)
3. [Drop & Retention Management](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#drop-retention-management)
# Moving a Student to a New Location and/or Start Date
# Moving a Student to a New Location and/or Start Date
**Assigned To:** Dan Tietz, Karen Morgan, Regina Pruett, Carly Cavagnoli, Jessica Myers, Manuel Gorostiaga
**Category:** Student Life Cycle
**Department:** Academic Advisor, Admissions, Finance
**SOP Rule:** Trigger
**Status:** Approved and Implemented
## Purpose
Defines the process for updating a student’s location or start date to support retention and ensure accurate enrollment records.
## Scope
Applies to Academic Advisors and Admissions teams managing enrollment updates for pre-class and in-class students.
## Trigger
- Student requests a change in school location or start date
- Retention effort requires enrollment adjustment
## Process Overview
### 1. Retention Evaluation
- Follow initial steps from drop prevention process
- Conduct meeting with student to assess alternatives
- Attempt to retain student before proceeding
### 2. Pre-Class Student Process
- Open student enrollment deal in HubSpot
- Add new location/start date ticket
- Remove previous ticket association
- Update Start Date Association to "Yes"
- Update enrollment agreement template
- Set auto-sign enrollment agreement to "Yes"
- Verify updates across Contacts, Deals, and Company records
### 3. In-Class Student Process
- Process drop request in HubSpot
- Turn off payment system (Paycove)
- Ensure transfer agreement is signed
- Finance processes refund and determines transfer credit
- Reenroll student with new deal and start date
- Apply refunded amount to new enrollment
### 4. Finance Coordination
- Review drop ticket and required documents
- Process refunds within policy guidelines
- Ensure correct transfer credit limits are applied
### 5. Reenrollment
- Admissions creates new deal
- Set new start date and payment plan
- Apply transfer credit as initial payment
- Mark payment as completed
## Key Rules
- Always attempt retention before processing transfer
- Transfer agreement must be signed for in-class students
- Maximum transfer credit is 50% of new tuition
- Ensure all HubSpot records are updated consistently
## Completion Criteria
- Student successfully transferred or rescheduled
- Enrollment records updated in HubSpot
- Financial adjustments completed
- New enrollment confirmed
## Tools and Systems
- HubSpot (Deals, Tickets, Contacts)
- Payment system (Paycove)
- Transfer Agreement documentation
## Revision History
- Version 1: 03/10/2025
- Version 2: 06/04/2025
- Version 3: 06/17/2025
- [Employee Life Cycle](https://knowledge.zollege.com/sop-internal/employee-life-cycle?hsLang=en#main-content)
- [Employee Life Cycle](https://knowledge.zollege.com/sop-internal/employee-life-cycle?hsLang=en#employee-life-cycle)
- [Onboarding](https://knowledge.zollege.com/sop-internal/employee-life-cycle?hsLang=en#onboarding)
- [People and Culture](https://knowledge.zollege.com/sop-internal/employee-life-cycle?hsLang=en#people-and-culture)
- [Training & Onboarding](https://knowledge.zollege.com/sop-internal/employee-life-cycle?hsLang=en#training-onboarding)
- [Student Life Cycle](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#main-content)
- [Academic Advisor](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#academic-advisor)
- [Student Support](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#student-support)
- [Student Life Cycle](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#student-life-cycle)
- [Student Success](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#student-success)
- [Operations](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#operations)
- [Academics](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#academics)
- [Licensing & Certification](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#licensing-certification)
- [Drop & Retention Management](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#drop-retention-management)
- [Internal Drop Processing](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#internal-drop-processing)
- [Job Placement & Career Support](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#job-placement-career-support)
- [Make-up class](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#make-up-class)
- [Student Records](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#student-records)
- [Certification & Exams](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#certification-exams)
- [Graduation & Completion](https://knowledge.zollege.com/sop-internal/student-life-cycle?hsLang=en#graduation-completion)
- [School Life Cycle](https://knowledge.zollege.com/sop-internal/school-life-cycle?hsLang=en#main-content)
- [Finance](https://knowledge.zollege.com/sop-internal/school-life-cycle?hsLang=en#finance)
- [School Life Cycle](https://knowledge.zollege.com/sop-internal/school-life-cycle?hsLang=en#school-life-cycle)
- [Compliance](https://knowledge.zollege.com/sop-internal/school-life-cycle?hsLang=en#compliance)
- [Safety & Compliance](https://knowledge.zollege.com/sop-internal/school-life-cycle?hsLang=en#safety-compliance)
- [Operations & Change Management](https://knowledge.zollege.com/sop-internal/school-life-cycle?hsLang=en#operations-change-management)
- [Compliance & Regulatory](https://knowledge.zollege.com/sop-internal/school-life-cycle?hsLang=en#compliance-regulatory)
- [Achieving 12% Lead-to-Enrollment (LTE) Conversion](https://knowledge.zollege.com/sop-internal/achieving-12-lead-to-enrollment-lte-conversion?hsLang=en#main-content)
- [Admissions](https://knowledge.zollege.com/sop-internal/achieving-12-lead-to-enrollment-lte-conversion?hsLang=en#admissions)
- [Clinical Partner Life Cycle](https://knowledge.zollege.com/sop-internal/clinical-partner-life-cycle?hsLang=en#main-content)
- [Operations](https://knowledge.zollege.com/sop-internal/clinical-partner-life-cycle?hsLang=en#operations)
- [Finance](https://knowledge.zollege.com/sop-internal/clinical-partner-life-cycle?hsLang=en#finance)
- [Business Development](https://knowledge.zollege.com/sop-internal/clinical-partner-life-cycle?hsLang=en#business-development)
- [Collecting Student CPEs](https://knowledge.zollege.com/sop-internal/collecting-student-cpes?hsLang=en#main-content)
- [Student Life Cycle](https://knowledge.zollege.com/sop-internal/collecting-student-cpes?hsLang=en#student-life-cycle)
- [Establishing the CM Partner Relationship](https://knowledge.zollege.com/sop-internal/establishing-the-cm-partner-relationship?hsLang=en#main-content)
- [Campus Operations](https://knowledge.zollege.com/sop-internal/establishing-the-cm-partner-relationship?hsLang=en#campus-operations)
- [Finance & Compliance](https://knowledge.zollege.com/sop-internal/finance-compliance?hsLang=en#main-content)
- [Check Requests & Disbursements](https://knowledge.zollege.com/sop-internal/finance-compliance?hsLang=en#check-requests-disbursements)
- [Refunds & Complaints](https://knowledge.zollege.com/sop-internal/finance-compliance?hsLang=en#refunds-complaints)
- [Requesting a New School to be Added as an Organization in NHA](https://knowledge.zollege.com/sop-internal/requesting-a-new-school-to-be-added-as-an-organization-in-nha?hsLang=en#main-content)
- [Licensing & Certification](https://knowledge.zollege.com/sop-internal/requesting-a-new-school-to-be-added-as-an-organization-in-nha?hsLang=en#licensing-certification)
[](https://zollege.com/)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2026, Zollege Healthcare Career School