Canceling a Financial Aid appointment for a student is easy! Just follow this simple guide!
Step 1: Search the student in the TD People tab and bring up their profile by clicking their name.
Step 2: Select the "Tickets" tab in the Profile, find the Financial Aid Appointment ticket and open it.
Step 3: Select the "Comment" button at bottom of ticket to leave a comment on the reason for cancellation.
Step 4: Select “Actions”, then select “Update” at top to change status to "Cancelled."
Congratulations! You canceled their Financial Aid appointment!
0 Comments
Add your comment