How to complete the Schedule section (V1 Billing Only)

Inside this article

NOTE: This only pertains to V1 Billing, NOT to our new V2 Billing (if you have Payment Plans, you have V2 Billing).

In our previous FAQ, we discussed how to select your first combination of Program Options to create your first Program. In this FAQ, we'll discuss the possibilities the Schedule can unlock for you as you begin to customize your first program.

We are looking at the first section of the Program Creation Form to ensure you're properly oriented.

Schedule Section of the Add New Program Form

The enrollment end on date section does just what it says: it hides this Program from the Enroll Form starting from the date you enter into the box. People typically use this field when they want to close enrollment on a certain date in the future.

Days Program Runs

Use this multi-select field to choose the days of the week your Program runs.

NOTE: You will need to accurately input this information for Prorating to work effectively since it uses the number of days a Program runs on to determine how much to charge someone after considering the number of those days in a billing cycle (less any holidays that are set to occur in that billing schedule).

Setting these days also makes it possible for you to allow Enrollees to select from a flex schedule, where they might decide to attend on Mondays and Thursdays, while another Enrollee might prefer to attend on Mondays-Wednesdays.

If your Program has formal start and end dates, you'll want to pay close attention to this section. NOTE: We are asking you to provide TUITION start and end dates, NOT Program start and end dates.

Once you set the Tuition Start & End Dates, you will notice a visually distinct box with Auto-Billing Cycle and Auto-Pay Cycle information in it.

You're updating the schedule printed in that box when you modify the Tuition start and end dates.

NOTE: If you enter Tuition start and end dates for tuition and the dates in the box don't update, it is most likely because there is a set start date at the company level that conflicts with your provided dates. Click here to learn how to change your Auto-Billing/Auto-Pay Company Settings.

If you don't set start and end dates, auto-billing and auto-pay will run indefinitely according to your company-level setting or for as long as the Enrollee is active in the Program.

If you need to ensure that Enrollees fall within a certain age range, you can set parameters in this section. *If you set Tuition start and end dates, the age restrictions are EXACT according to either the date set or if no date is selected in this step, the age restrictions will be enforced using the DOB of the Enrollee and the date of the enrollment. You can also set age restrictions without using Tuition start and end dates.

NOTE: You can have the youngest age restriction without the oldest age restriction and visa-versa.

Check this box if you want an Auto-Billing schedule different from what you have set at the company level.

NOTE: Changing this schedule does not have anything to do with the Auto-Pay schedule. If you need to adjust Auto-Pay schedules, that can only be done at the Account level, which you can read more about here.