There are many Pricing structure options. This article will take you step-by-step through the Program Editor and explain the options. If you still need to create a Program, go to this support article first.
Note About Nothing Due at Enrollment/Payment Methods
If nothing is due at enrollment, the system will NOT ask the customer for a payment method (even if there ia payment plan set up with future payment events). The workaround is to charge the customer something at enrollment (the least you can charge is a $1) so that they are required to enter a payment method. Otherwise, the customer will have to log into their account and enter their payment method (on the Home page under "Payment Methods").
Step 1 - Program Cost
Under Pricing, choose from three pricing configurations:
Free - If you do not charge for your Program, then simply select Free, click save, and then you’re done! Move on to the next step.
Fixed Cost - Select this option if your Program collects Installments, Scheduled Payments, and/or Pay-in-full Options.
Subscription - Use this option if your Program has repeated payments from the date of enrollment until cancelled, with no pay-in-full option.
Step 2 - Add Charge Items (Fixed Cost)
Most people choose "Fixed Cost" as their pricing configuration. See Subscription Pricing to set up the Subscription pricing configuration.
For this option, you'll begin to add in the Charge Items you created previously, as well as the specific Charge Item amount. If you haven't created Charge Items, click on the links to create those. The way you enter pricing will depend on which Enrollment Model you choose. See below for how to enter pricing on each model type.
Simple Enrollment Model
Simple Enrollment Model
Fixed Cost Pricing
Adjust pricing in the following places:
Total Program Cost (Fixed Cost ONLY) - This is the TOTAL cost or pay-in-full cost of the Program. You get this Total Program Cost by adding Charge Items that correspond to each of your fees. These fees can be optional or required at enrollment. They can also be included in Payment Plans or not. NOTE: This step is REQUIRED. Please do not skip this step!
Program Enrollment Fees - These are fees that apply at enrollment that pertain to the Program as a whole (not individual Classes). A registration fee is an example of a Program Enrollment Fee. The Program Enrollment Fees can apply even if your pricing is on the Class level.
Subscription Pricing
You can only add Payment Plans on Subscription pricing. See the Payment Plans section below.
Days per Week Enrollment Model
Days per Week Enrollment Model
Fixed Cost Pricing
Adjust pricing in the following places:
Set Enrollment Parameters - Set the enrollment parameters based on the minimum # of days someone can enroll to the maximum # of days.
Add Charge Items - Add the Charge Items that correspond to each of your fees. These fees can be optional or required at enrollment. They can also be included in Payment Plans or not.
Subscription Pricing
Set Enrollment Parameters - Set the enrollment parameters based on the minimum # of days someone can enroll to the maximum # of days. See the Payment Plan section below to add the Payment Plans.
Classes Enrollment Model
Classes Enrollment Model
Choose Per Class/# of Credits
Pricing Per Class - Per Class applies pricing based on each class's cost.
# of Credits - # of Credits applies pricing based on the number of credits enrolled. You define what a "credit" is and set the credit count for each Class.
Pricing Per Class
Check the box if your Pricing is the same for each Class within that Program. If pricing is different, the pricing will be done on the Class level. See Pricing on Classes below.
Fixed Cost Pricing
Adjust pricing in the following places:
Total Cost of Each Class - The Total Cost of each Class is the cost of each Class for the duration of the enrollment period.
Program Enrollment Fees - These are fees that apply at enrollment that pertain to the Program as a whole (not individual Classes). A registration fee is an example of a Program Enrollment Fee. The Program Enrollment Fees can apply even if your pricing is on the Class level.
See this article for more details on setting up a program with this model.
Step 3 - Add Discounts (Optional)
Within the pricing section, you will also have the opportunity to create automatic Discounts for your customers. If you haven't created Discounts Items, click on the links to create those.
Simply select the dollar sign symbol next to whichever Charge Item you would like to attach a discount. To learn more about how to add Discounts to a Program, read here.
Step 4 - Add Payment Plans (Optional)
Select the "Add/Remove" Payment Plan button under "Payment Plans". Select the + icon to create a new Payment Plan and then select one of the three Payment Plan types:
Schedule - Select specific dates for the future payment events on the calendar.
Installments - Set a dynamic number of payments until a paid in full date or select a set number of payment that will occur weekly, monthly, or annually from the date of enrollment
Subscription - Payments repeat from the enrollment date or on a specific day of the month
Configure Invoice or Auto-pay reminders:
Determine if you would like to send a reminder. Select "Send", if so.
Decide how, to whom, and when you want invoices sent.
Click Submit to save any changes.
Step 5 - Add Coupon Codes (Optional)
Some companies offer specials or "coupons" for certain programs. You may want to offer an Early Bird Special when signing up for a class or any other kind of special. Enrollsy allows you to attach Coupon Codes to your programs for these offers.
Scroll down to the Enroll Form (Optional) section. Click on the down arrow beside Coupon Codes, then click the plus button. Click here to learn how to create Coupon Codes.
Pricing on Classes
To set up pricing on your Classes instead of Programs, follow these steps:
Head over to the Classes page (accessed from the left menu). Click the down arrow beside the specific Class and then the pencil icon.
Add Total Class Cost and/or Payment Plans as described here.
Subscription Pricing
As mentioned above, Subscription Pricing is best for Programs or Classes where the price of the Program/Class gets invoiced and paid on a fixed frequency that recurs from the date of enrollment until canceled (monthly, weekly, etc.).
The only Payment Plan that works with Subscription is the Subscription Payment Plan.
NOTE: When using the Subscription Program cost, you MUST use Payment Plans and not just a Program Enrollment Fee (the pricing will not save if you try using just a Program Enrollment Fee without a Payment Plan).
Click here for how to create a Subscription Payment Plan.