Do you require more than one Enrollment Period?
If you have year-round Open Enrollment, you can get away with having just one Enrollment Period. However, it may be beneficial for you to make a different Enrollment Period per year because it will make it easier for you to keep track of separate yearly enrollments.
How start and end dates affect Enrollment Periods
If you have start and end dates for Programs or Classes, and need people to enroll in a specific period, semester, cohort, etc., you can create as many Enrollment Periods as you'd like.
NOTE: Programs created in one Enrollment Period are not visible or available within other Enrollment Periods. Programs cannot currently be duplicated into other Enrollment Periods.
Enrollment Period Options
When you click on the cog icon within the Enrollment Period widget, you need to be aware of a few options. The widget icons look like this:
Each of these options is explained below:
Duplicate - The first icon is the Duplicate icon. This duplicates all settings, including the Programs, Classes, and Waitlists, into a new Enrollment period that you can then rename. This allows you to quickly and easily create a new "school year" without remembering how you had everything set up. Modify dates, fees, pricing, or anything else that has changed, and you're all set for enrollment.
Archive - The second icon is the Archive icon. No data from that enrollment period is lost when it is archived. Archived Enrollment periods will not be visible to you or anyone else throughout the app except in the Archived tab, where you can unarchive them at any time.
When an Enrollment Period is archived, it is no longer viewable on the Enroll Form or in the Customer or Instructor Portals. Archiving cancels any future Class reminders and any future invoice and payment events scheduled. However, any historical context of enrollment is preserved.
Publish/unpublish - The third icon is the Publish/Unpublish icon. Unpublished Enrollment Periods are not visible on the Enroll Form. By default, newly created or duplicated Enrollment Periods are unpublished. When you are ready for them to be used, publish them.
Payment Plans - The next icon is the Payment Plans. Enrollsy allows you to add any number of Payment Plans to your Enrollment Periods. Payment plans are payment events that happen on a given date/time. They do not have a price associated with them; instead, they are simply the payment events themselves. Learn more about Payment Plans here.
Edit - The last icon is the Edit icon. This allows you to edit an Enrollment Period by renaming it.
Publish Enrollment Period
After creating a new Enrollment Period, click the cog and click the "eye" to publish it. Publishing an Enrollment Period means it will not be visible on the Enroll Form.
NOTE: No Programs/Classes will show up on the Enroll Form if your Enrollment Period is not published.
