Each time you create a new Enrollment Period (or Programs/Classes within an existing Enrollment Period), you'll want to do some things before making that Enrollment Period or the Programs/Classes available for enrollment.
To do this, select the person icon at the top right of the screen and the Programs tab at the top of the screen. From here, walk through the following steps to create your Program:
Enrollment Period
Create the new Enrollment Period or select the one to which you want to add a Program/Class.
Make sure the Enrollment Period is inside a published Location.
Please make sure the Enrollment Period itself is published.
Program Options
Select the + icon to create a new Program.
Create all the Program Options you need to build the Program, including the Program Name, Schedule, etc.
Add those Program Options to your new Program under the "Program Options" section.
Enrollment Model
Depending on what your enrollment process looks like, you’ll want to select the correct Enrollment Model for your Program. For a more detailed breakdown, read How to create a Program.
Simple Pricing Model - Use this if your pricing is not determined by days of the week or Class selection. (If pricing is determined by this, use one of the following two models)
Days per week Model - If you want to create rules around minimum and maximum days allowed and determine the corresponding pricing, this model is for you.
Classes Model - Allow Enrollees to pick their Classes and set pricing logic based on Class or number of credits.
Per Class lets, you decide whether Pricing is the same for each Class or not. If you choose to make Pricing different per Class, you'll have to set the pricing during Class creation.
# of Credits lets you decide what a Credit is called (Day, Class, Event, etc.) and enables you to set Min and Max credits and establish what they cost. These values come into play later during Class creation as you decide how many Credits a Class is worth.
Lastly, select which days the Program runs or leave blank if the Classes run on a variety of days.
Pricing
Select which Payment Options you would like available to Enrollees:
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.
Next Step: Enter the total cost of the Program and then select one of the following Payment Plans (unless you don’t want a payment plan option)
Installment Plan - The total price is invoiced immediately, but the balance is paid over time.
Scheduled Plan - The total price is split into payment events due on specific dates.
Subscription Plan - The price of the Program and/or Class is invoiced and paid on a fixed frequency that recurs starting on the date of enrollment.
Subscription - Use this option if your program has repeated payments from the date of enrollment, with no pay-in-full option.
Create a Subscription Payment Plan
After you have selected which Payment Options you would like for Enrollees, you'll begin to add in the Charge Items you created previously, as well as the specific Charge Item amount.
Note about Pricing on the Class
If you have selected the Classes Model and decide to have pricing determined by class, rather than program, you will do this when creating a class under the Price section. See this article for steps on how to create a Class.
Within the pricing section, you will also have the opportunity to create automatic discounts for your customers. 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.
Enroll Form
This is where you pull together all the pieces that you may have already created. These settings customize what the Enroll Form looks like once a specific Program has been selected.
If you’re unsure about any of these options, read the corresponding articles for further direction.
Additional Program Fields (Program Forms)
Advanced
Make the following selections:
Make Private - Hide this Program from the public Enroll Form, meaning only those with a private link can enroll in this Program.
Allow Cancellations - Account Holders can cancel their Class or Program from within their portal.
Uses Kiosk Pin - Primary Account Holders are able to create a pin for check-ins and outs using their portal.
Meta Data - Store information about a Program that may not otherwise be stored inside Enrollsy. This information can be used in E-Signature Documents that will come into play with future software integrations.
Zapier Segments - Integrate Zapier segments with your Programs. Read How to add Zapier segments to Programs for more information.
Select Add at the bottom of the page to save your work!
Click "Add" or "Save," and you have created a Program! Congratulations!
See For Yourself
If you want to see how this structure plays out in the end before you create your first Program, feel free to do a fake enrollment here.