Enrollment & families

Move families from interest to enrolled - without losing control.

Start at the front desk, hand off to a guardian, and let Reef coordinate the class, household, requirements, price, payment, and seat.

One flow, start to finish

One enrollment, tracked from first conversation to claimed seat.

An enrollment is rarely finished in a single sitting. A parent asks about a class at the counter, a sibling needs a different level, a waiver is still unsigned, and the card is in a bag in the car. Reef holds that whole sequence as one record staff can watch and finish.

  • Invitation
  • Verification
  • Requirements
  • Readiness
  • Completion
  • Save and resume at any step

Walk the enrollment flow in the product tour

Enrollment · progress board

Drafts in progress

7

Illustrative figure

Waiting on a guardian

3

Illustrative figure

Invitation Sent by email, or opened by QR at the desk ✓ Sent
Verification Guardian confirmed and matched to a household ✓ Verified
Requirements Waiver signed · medical form still open ! 1 pending
Readiness Price confirmed by Reef, not by the browser → Ready
Completion Seat claimed, payment captured, family notified ◻ Not yet

Illustration of the enrollment states staff can track. Figures are examples, not customer results.

Story one · the front desk

Staff guide the enrollment, in one place.

Staff can guide enrollment from athlete and household selection through class handoff without leaving the flow. No second screen for the athlete, a third for the family, and a spreadsheet for who still owes a form.

Before a second record is created, Reef flags potential duplicate athletes - the twin spelled two ways, the sibling entered last season, the family that already enrolled at your other location. Staff decide what happens next; Reef simply refuses to let the duplicate pass by unnoticed.

  • Athlete and household selection in the same flow
  • Potential duplicate athletes flagged before a second record exists
  • Class, program, and level chosen with live capacity in view
  • Remaining steps handed to a guardian without retyping anything
Assisted enrollment · athlete and class
Athlete · Maya R. New record started from the front desk → Selected
Possible duplicate athlete Similar name and birth date already on file ! Review
Household · the Rivera family Existing household matched · one bill ✓ Matched
Tumbling 3 · Tuesday 4:30 PM Capacity 12 · 10 enrolled · waitlist open → Chosen

Class capacity, illustrative

Illustration of the assisted-enrollment steps. Names and figures are invented examples.

Story two · the guardian finishes

Hand the rest to the parent, on the device in their hand.

Staff can hand remaining enrollment steps to a guardian by email, QR, or a controlled shared device at the counter. The guardian enters what only they can answer, and the front desk gets its counter back.

Enrollments save and resume, so a form abandoned in the parking lot is still waiting that evening. Required enrollment forms are automatically assigned and verified before completion, which means the waiver is signed before the first class rather than chased after it.

Handoff · how the guardian continues
Email the invitation For the parent who is not at the building → Option
Scan a QR code The parent continues on their own phone → Option
Controlled shared device Counter tablet, scoped to this enrollment → Option
Saved and resumable Left at the medical form · continues tonight ◻ In progress
Required forms gate completion Waiver verified · medical form outstanding ! Blocking
Story three · confirmation

The last ten seconds of checkout, handled carefully.

Two parents can reach the payment step for the same last seat at the same moment. Reef coordinates authorization, locked seat claim, capture, cancellation, and refund so the outcome is unambiguous for both of them.

A parent is never charged for a seat they didn’t get.

Reef authorizes the charge, claims the seat, then captures payment. If the class fills during checkout, the authorization is cancelled. If a later failure occurs, the charge is automatically refunded.

The price is calculated by Reef, not by the browser, so the amount confirmed is the amount your organization configured.

Confirmation · seat and payment
Authorize the charge Amount calculated by Reef, not by the browser ✓ Authorized
Claim the seat One claim wins · capacity respected ✓ Claimed
Capture payment Enrollment completes and the family is notified ✓ Captured
Class filled during checkout Authorization cancelled · no capture → Cancelled
Later failure after capture Charge automatically refunded → Refunded
What is in the platform today

The details that decide whether enrollment actually works.

  • Card, ACH, and $0-due-today payment paths
  • Class capacity and waitlists
  • Auto-promotion when someone drops
  • Drop-ins and makeup eligibility

Payments are processed by Stripe, and available payment paths depend on each organization’s configuration. Reef flags potential duplicates for a human to resolve; it does not claim perfect identity matching.

Browse every capability in the feature index

The family model

Built for real families, not perfect family trees.

A family can be the hub for household billing and access, while access itself reflects how the household actually works. Guardians can receive full-action or strictly view-only household seats, and a guardian outside the household can receive child-specific access without a second bill or household-ledger visibility.

One child. One household. One bill.

Access can be blocked or downgraded for one child without changing the others, and where there is no valid seat or grant, there is no access.

Household access
Guardian · billing contact Full action across the household ✓ Full seat
Guardian · second household seat Schedules and progress, no payment actions → View only
Guardian outside the household One child only · no household ledger, no second bill → Child grant
Per-child exception Downgraded for one child · siblings unchanged ! Restricted
No valid seat or grant Nothing about that child is visible ✕ No access

Reef models the access your organization decides to grant. It does not verify custody arrangements on its own, and it is not a substitute for legal advice about family law where you operate.

One application, every role

The same enrollment, seen from four sides.

Navigation, actions, and data access follow each person’s role, permission, location, and relationship.

Owner · Set requirements, payment paths, and capacity rules Front desk · Start it, hand it off, pick it back up Coach · See who joined, within the roster scope allowed Guardian · Finish on a phone, keep one household bill

Compare the owner, coach, and family perspectives

Access and control

Enrollment power, limited to the people who should have it.

Location assignment gates data. Permissions gate actions.

Roster scope can be every athlete or assigned groups only, internal staff notes stay separate from family-visible information, and both are enforced in the interface and in the database rather than by a screen hiding a button.

Review the security and access approach

An enrollment also touches classes and scheduling, billing and payments, documents, forms and safety, and communication.

Bring every role into the same current.

See how Reef can fit your programs, locations, staff, and families.