Calculated fees allow you to set a price per unit (i.e., T-shirts are $10 each). It also allows an Enrollee to select a desired quantity at enrollment (i.e., Account Holder enrolls two Enrollees and needs two T-shirts, or maybe they want four, and that's fine too!). The total is then calculated on the Enroll Form. The Enrollee can also change the quantity on the Enroll Form.
How to Create a Calculated Charge Item
Follow these steps to create a calculated Charge item.
Step 1 - Add New Charge Item
Head over to the Items tab (on My Company page). Click the blue plus in the top right next to the Charge Items and add a label.
Step 2- Select Quantity Setting
Click the boxes next to the Item types that apply. Be sure to select "When purchasing this item, quantity can be specified" under Quantity.
Step 3 - Save
Be sure to select "Save" to save the new Charge Item.
How to Add the Calculated Charge Item to a Program(s)
You will now need to add the calculated Charge Item to one or more Programs. Follow these steps.
Step 1 - Edit Program(s)
Head over to the Programs tab (on My Company page). Click on the pencil icon of the Program you need to add the fee to, OR select multiple Programs and click on the Bulk Update button (see below).
Step 2 - Add Charge Item
Once in the Program Editor, scroll down to the Pricing section and to the heading "Program Enrollment Fees." Here you will see a blue +/- button where you can add (or remove) Charge Items (also called "Enrollment Fees" since they are attached to at least one Program and viewable at enrollment).
In our example (see below), we add a T-shirt Charge Item to a Program. Once you add it, you can put in the amount of each item (i.e., $10.00 per shirt).
Step 3 - Save
Be sure to click "Save" to save any changes made.
The Calculation Fee on the Enroll Form
On the Enroll Form, this fee will be listed along with any other fees and will default to "1" quantity. If the fee is required, it will automatically be checked (and cannot be unchecked). If the fee is optional, it will be unchecked and will need to be checked to be added. The Customer can edit the quantity as needed.
