Credit Pricing Tutorial

Need to set up a Program with pricing for Classes based on Credits? Enrollsy can do that!

The first step in setting up a program is to create your Program Options. Please take a look at this support article for instructions if you haven't done that yet.

You will need to set up your Program with the Classes Enrollment Model. The Classes Enrollment Model applies pricing based on Class selection during enrollment or Class assignment by an Admin User after enrollment.

Select the following that applies:

Enable this setting to allow a Class calendar or list selection for one or more Classes from the Enroll Form. This setting is REQUIRED if you want Enrollees to pick their own Class and pay costs associated with the Program or Class. If you don't select this option, any pricing on the Program or Class level will not show on the Enroll Form (since they are not choosing their own Class). Program fees WILL show on the Enroll Form.

If you don't want Enrollees to choose a Class, please use the Simple Enrollment Model.

Enable this setting to allow Enrollees to re-schedule their Classes from within the Customer Portal.

Next, you can choose the Class view and how Enrollees can choose their Class.

NOTE: The setting Enrollees can pick their Class MUST be enabled for the following view to display.

The first three views above have a similar creation experience. The last one is a bit different, as outlined in this article.

Choose whether you want to require enrollment into a minimum or a maximum number of classes, and enter any Class selection instructions:

Under Pricing, choose # of Credits. This applies pricing based on the number of credits enrolled. You define a "credit" and set the credit count for each Class. As people enroll, their total due will be calculated based on your credit categories and the pricing you've set.

Under Pricing, choose either Fixed Cost or Subscription under Program Cost.

Next, you will need to set up your Credits Categories to start building your pricing. Click the plus button to add one or more categories:

Enter the credit category and Save. Check the box beside the credit category to enable it to be visible. In this example, our Credit Category is Enrichment FT and Enrichment PT.

Next, you will need to start building your pricing based on the number of credits enrolled for each credit category. Click the plus button to enter the minimum and maximum credits.

Then you can add the Total Program Cost, such as Registration and/or Tuition. Click here to learn more about Total Program Cost.

Click the blue plus/minus button to add or remove Charge Items. Click here to learn how to add new Charge Items.

To add more pricing options, click the plus button.

You can also add any Payment Plans for each of your pricing options. NOTE: Any Payment Plans added to one will affect ALL.

See the following support articles for more information on each of the different types of Payment Plans:

The last (but important) step is to add the Credit Category to EACH Class in the Program. To do this, head to the Classes page and click on the down arrow beside the Class, then the pencil icon.

Next, scroll down to the "Price" section and click "Add/Remove Credits Category" to add the same credit category you added in the Enrollment Parameters section. Also, be sure to add the number of credits for this Class, i.e., "1."

Click save to save the changes. Be sure to add these credit categories to EACH Class in the Program!

Select the following that applies:

Enable this setting to allow a Class calendar or list selection for one or more Classes from the Enroll Form. This setting is REQUIRED if you want Enrollees to pick their own Class and pay costs associated with the Program or Class. If you don't select this option, any pricing on the Program or Class level will not show on the Enroll Form (since they are not choosing their own Class). Program fees WILL show on the Enroll Form.

If you don't want Enrollees to choose a Class, please use the Simple Enrollment Model.

Enable this setting to allow Enrollees to re-schedule their Classes from within the Customer Portal.

Next, you can choose the Class view and how Enrollees can choose their Class.

NOTE: The setting Enrollees can pick their Class MUST be enabled for the following view to display.

Next, you can choose the Class view and how Enrollees can choose their Class. Select the Multi List Class view:

Choose whether you want to require enrollment into a minimum or a maximum number of classes, and enter any Class selection instructions:

Under Pricing Logic, select # of Credits, which applies to pricing based on the number of credits selected. This requires setting the credit count for each class. Skip down to the Pricing Logic section below.

With the Multi List View, you can do the following:

Add your Class Selection Lists by selecting "Add selection list," then clicking the plus button at the bottom. NOTE: When using Multi-List View, you must add the Class Selection Lists here AND in each Class on the Classes page. For steps, click here. You can optionally set the upper and lower limits.

You can also include instructions under the Class Selection List that will appear on the Enroll Form.

Some common use cases we have seen for Class Selection include the following:

You can re-order the Class Selection Lists by clicking on the "Add/Remove selection list" then hovering over the dots and dragging them in the order you want them viewed in:

The number of Credits applies pricing based on the number of credits selected at the time of enrollment. You define what a "credit" costs and set the credit count for each Class. As people enroll, their total due will be calculated based on your credit categories and the pricing you've set.

Choose either Fixed Cost or Subscription under Program Cost.

After choosing the type of Program Cost under Pricing, you will need to set up your credit categories to start building your pricing.

Click the plus button to add one or more credit categories:

Enter the credit category and Save. Check the box beside the credit category to enable it to be visible. In this example, our Credit Category is Enrichment FT and Enrichment PT.

Next, you will need to start building your pricing based on the number of credits enrolled for each credit category. Click the plus button to enter the minimum and maximum credits.

Then you can add the Total Program Cost, such as Registration and/or Tuition. Click here to learn more about Total Program Cost.

Click the blue plus/minus button to add or remove Charge Items. Click here to learn how to add new Charge Items.

To add more pricing options, click the plus button.

You can also add any Payment Plans for each of your pricing options. NOTE: Any Payment Plans added to one will affect ALL. See these support articles for more information on each of the different types of Payment Plans:

After creating the Program, you will need to add Classes to the Program. To do this, go to the Classes page and click on the Program name. Add a Class or duplicate a Class.

Be sure to include the Class Selection List in the Class Editor:

The following is an example of four Classes (on the Admin side):

Finish entering all the necessary data in the Classes. See these support articles for more help in creating Classes: