> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing enrollments

> Enroll households in sequences, track progress, and manage active enrollments.

When you enroll a household in a sequence, Slant schedules each step and tracks progress automatically. You can monitor, pause, resume, or exit enrollments at any time.

## Enroll a household

<Steps>
  <Step title="Open an active sequence">
    Go to the sequence from the **Sequences** page and make sure it's [enabled](/platform/sequences/creating-sequences#enable-or-disable-a-sequence).
  </Step>

  <Step title="Click Enroll household">
    Click **+ Enroll household** in the top-right corner.
  </Step>

  <Step title="Select a sending account">
    Choose which connected email account to send from. This defaults to the sequence's default sending account if one is set.
  </Step>

  <Step title="Search for a household">
    Type to search and select the household you want to enroll.
  </Step>

  <Step title="Configure email recipients">
    The head of household and spouse or partner default to the **To** field. For each person, choose **To**, **CC**, **BCC**, or **None** from the dropdown. At least one **To** recipient is required.
  </Step>

  <Step title="Click to enroll the household">
    The enrollment appears on the **Enrollments** tab.
  </Step>
</Steps>

<Note>
  The household's head of household must have an email address on file. Households without an email are skipped during enrollment.
</Note>

### Enroll from a household record

You can also enroll a household directly from its record:

* On the household's **Records** tab, scroll to the **Sequences** section and click **Enroll household**.
* From the <Icon icon="ellipsis" /> menu on the household header, select **Enroll in sequence**.

### Bulk enroll households

To enroll multiple households at once from the [clients](/records/clients/overview) or [prospects](/records/prospects) list:

<Steps>
  <Step title="Select households">
    Check the boxes next to the households you want to enroll.
  </Step>

  <Step title="Choose the bulk action">
    Select **Add to sequence** from the bulk actions bar.
  </Step>

  <Step title="Select a sequence and sending account" />

  <Step title="Confirm">
    Review the enrollment count and confirm.
  </Step>
</Steps>

<Note>
  Bulk enrollment sends emails only to the head of household. To include spouses or other household members, enroll each household individually.
</Note>

## Track enrollment progress

The **Enrollments** tab on a sequence page shows a two-panel view:

* **Left panel** — A list of all enrollments with the household name, enrollment date, status, and when the next step is scheduled.
* **Right panel** — Detailed view of the selected enrollment, including a visual timeline of every step.

### Enrollment statuses

| Status       | Meaning                                                                                                  |
| ------------ | -------------------------------------------------------------------------------------------------------- |
| **Active**   | The sequence is running and steps are being executed on schedule.                                        |
| **Paused**   | The enrollment has been paused. No steps run until resumed.                                              |
| **Finished** | The enrollment completed — either all steps ran, or it was finished early by a trigger or manual action. |

### Finished reasons

When an enrollment finishes early, the status shows the reason:

* **Email reply received** — The household replied to an email in the sequence.
* **Meeting scheduled** — A meeting was scheduled with someone in the household.
* **Manual exit** — A user manually removed the household from the sequence.
* **Unsubscribed** — The household unsubscribed from emails.

### Enrollment timeline

Click an enrollment to see a visual timeline in the right panel. Each step shows:

* The step type (email or task) with an icon
* Whether it has been completed, is pending, or was skipped
* The scheduled or completed date

For email steps that haven't been sent yet, you can view and edit the email content before it sends. For completed steps, you can view the sent email or created task.

## Pause and resume an enrollment

To pause an active enrollment, select it on the **Enrollments** tab and click **Pause**. All remaining steps are held until you resume.

To resume a paused enrollment, select it and click **Resume**. The sequence continues from where it left off — remaining steps are rescheduled based on the current date while preserving the original spacing between steps.

## Exit an enrollment

To remove a household from a sequence before it finishes, select the enrollment and click **Exit**. This marks the enrollment as finished with the reason "Manual exit." Emails already sent and tasks already created are not affected.

## Delete an enrollment

After an enrollment has finished, you can delete it to remove it from the list. Select the finished enrollment and click **Delete**.

<Note>
  Only finished enrollments can be deleted. Active or paused enrollments must be exited first.
</Note>

## Enrollment limits

Each book can have up to **100 active enrollments** across all sequences. The current count is displayed as a badge in the top-right corner of each sequence page (for example, "12/100 contacts enrolled").

Paused and finished enrollments do not count toward this limit. If you reach the limit, you need to wait for existing enrollments to finish or exit some manually before enrolling more households.

## FAQ

<AccordionGroup>
  <Accordion title="Can I enroll the same household in the same sequence twice?">
    Not at the same time. A household can only have one active or paused enrollment per sequence. After an enrollment finishes, you can enroll the household again.
  </Accordion>

  <Accordion title="What happens if I pause an enrollment and resume it later?">
    The sequence picks up where it left off. Remaining steps are rescheduled from the current date, maintaining the original day spacing between steps.
  </Accordion>

  <Accordion title="Can I edit an email before it sends?">
    Yes. On the enrollment timeline, click a pending email step to view and edit its content before the scheduled send time.
  </Accordion>

  <Accordion title="Do bulk enrollments count toward the 100-enrollment limit?">
    Yes. The limit applies to all active enrollments across all sequences in the book. The bulk enrollment form shows an error if the selected households would exceed the remaining slots.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Create a sequence" icon="plus" href="/platform/sequences/creating-sequences">
    Build a new sequence with email and task steps.
  </Card>

  <Card title="Household sequences" icon="house" href="/records/households/sequences">
    View sequence enrollments from a household's record.
  </Card>
</CardGroup>