When a client is ready to enroll in a tuition plan, you can start the enrollment wizard directly from the Tuition Plans page. The wizard walks you through selecting the client, choosing participants and event instances, reviewing the pricing breakdown and installment schedule, and collecting payment.
Key tips
To enroll clients in a tuition plan, you need the Enroll clients in tuition plans permission.
You can also start an enrollment from checkout. When selling an event instance that belongs to an active tuition plan, a banner appears at checkout with an Enroll via Tuition Plan link that opens the enrollment wizard.
Enroll a client in a tuition plan
To enroll a client in a tuition plan:
Open the App Drawer
then click View All > Setup > Store Configuration > Tuition Plans.
Click Action
next to the plan and select Enroll client.
If your business has multiple locations, under Select Location, select the location for this enrollment.
Under Select Client, search for the client by name, phone, email, or client ID, then click their name to select them. The client and any linked relationships appear under Select Participants and Event Instances.
For each participant you want to enroll, select the checkbox next to their name, click Add instances, select the checkboxes next to the event instances you want to enroll them in, then click Select Instances.
Only instances assigned to this tuition plan and available for enrollment are shown. Instances that have ended or that the participant is already enrolled in are not shown.
To change an instance selection, click Edit instances.
Optional: Under Discount in the summary panel, apply a discount code, percentage, or dollar amount off the enrollment total.
Click Continue.
On the Review & Pricing step, review the enrollment summary, pricing breakdown, and installment schedule, then click Proceed to Payment.
Under Pay With, select a payment method and enter the payment details.
Click Complete. The enrollment is created and a confirmation toast appears.