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How to Create Simple Model Programs & Classes
How to Create Simple Model Programs & Classes

Step-by-step guide to creating customized Programs/Classes in the Simple Enrollment Model

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

The Simple model applies one price to all Class enrollments in the Program. It also assumes that Classes are not selected during enrollment, but an Admin or Instructor makes assignments post-enrollment.

One example of a Simple model Program would be a preschool. Most preschools don't let parents pick a specific Class or Instructor, although they may take requests. Parents enroll and pay, and then the Director makes the Class/Instructor assignment.

Read on if this sounds like a suitable model for your Programs and Classes!

Make sure you have created the following:

Once you have at least one Enrollment Period and have Program Options inside it, you are ready to create your Simple Model Program.

Create Simple Model Program(s)

Navigate to the My Company section in Enrollsy and select the Programs tab at the top. Click the round plus button in the top right of the page (see below):

Programs location in Enrollsy

The following are the sections of the Program Editor in more detail.

Step 1 - Program Options

This is the step where you select the combination of Program Options from what you created earlier.

Program options section in Program Editor in Enrollsy

If you need to edit your Program Options, click the back button and go to "Manage Program Options." See this support article for how to create Program Options. You can also enter an Internal Nickname for your Program that only Admins can see.

How to input program options  in Program Editor in Enrollsy

Step 2 - Enrollment Model

The next step is where you choose the "Simple" Enrollment Model. You also select the days your Program runs and decide your Program Cost.

enrollment model section in Program Editor in Enrollsy

The following is a breakdown of each Program Cost option:

  • Free - This is an entirely free program (no costs associated). An example of a free Program is a state-funded preschool program.

  • Fixed Cost - Fixed Cost means a set cost at enrollment, whether that cost is paid in full or in scheduled or installment payments. Examples of Fixed Cost Programs are summer camps and private lessons.

  • Subscription is a set amount due at a specific interval until canceled (hence, no pay-in-full options). However, you can create an annual, monthly (1-6 months), or weekly (1-6 weeks) Subscription, and each can have its unique costs. Examples of Subscription Programs are membership bundles and software subscriptions.


If you select dates or days of the week in another Enrollment Model and then switch to the Simple Enrollment Model, those dates will stay active. You will need to delete any dates before switching.

Also, if you have any accounts with Payment Plans and Invoices, they will disappear if the Enrollment Model is switched. You will need to add those back in if you change Enrollment Models. (If the Enrollment Model is switched BACK; they will reappear).

Step 3 - Pricing

This step is where you enter your Program pricing. This is done in two ways:

  1. Total Program Cost

  2. Payment Plans

pricing section in Program Editor in Enrollsy
  1. Total Program Cost This is the total cost (or pay-in-full cost) of the Program. You get this Total Program Cost by adding Charge Items that correspond to each of your fees. These fees can be optional or required at enrollment. They can also be included in Payment Plans or not.
    For example, if you are running a Program that runs for 9 months and tuition is $1,800, you will add a charge item of tuition and enter the value of $1,800. If you also charge a registration fee of $50, you will likewise add that. It would be best to remember that what you enter here should reflect the total enrollment cost.

    Once you have all your Charge Items added to the Program, Enrollsy generates a Pay-in-full plan for you.

    how to enter total cost in a Program in Enrollsy
  2. Payment Plans - The next step is to decide if you want to add Payment Plan(s). To add a Payment Plan, click the plus button. Learn more about the various Payment Plans in these support articles:

Step 4 - Enroll Form

The Enroll Form section is an optional section where you can add a variety of customizations.

enroll form section in Program Editor in Enrollsy

Here is the list of things you can add (click on the links for more information):

Step 5 - Advanced

This is another optional section where you can do the following:

  • Make private - Makes the Program a private Program that cannot be accessed from the general Enroll Form but instead from a private link.

  • Allow cancelation from the Customer portal.

  • Uses Kiosk PIN within the Customer portal

  • Metadata - Metadata allows you to store information about a Program that might not otherwise be stored inside Enrollsy. This information can be used in E-Signature Documents and will come into play with future software integrations.

  • Zapier Segments - If you use the Zapier integration, you must include the Zapier segments (or events) in the Program(s).

Create Class(es)

Now you will need to create one or more Classes within each Program you created. Here's how to create a Class.

Step 1 - Add Class

Navigate to the Classes page (this may be called something else if you've customized it, i.e., Sessions, Groups, etc.). Select the Program on the left to which you want to add a Class and click the Add Class button.

Next, you'll get a little drawer on the right side where you can set up the details of the Class, including the class Name, Instructor(s), Capacity, and more.

Step 2 - Basic (Details)

add a class in Enrollsy

Step 3 - When Does This Class Happen?

Next, you will need to enter when the Class happens.

  • Add start and end times.

  • Set days/dates the Class occurs - You can do this in one of two ways: a weekly schedule (the Class meets every week on the same schedule) or pick dates (the Class doesn't recur)

    1. Weekly Schedule

      This example is for a Class that occurs every Monday through Friday from Sept 1 to May 30:

      weekly schedule for a class in Enrollsy
    2. Pick Dates (doesn't recur)

      This example is for a Class meeting on specific dates (Mondays & Wednesdays from June to August):

      picking dates for a class in Enrollsy

Step 4 - Email Reminder

The last step is to set up the Email Reminder, which is optional. Choose from the following options:

  • Off (default)

  • 1 hour before

  • 2 hours before

  • 1 day before

  • 5 days before

email reminder in Enrollsy

You can preview the email notification. However, it tends to be tiny. Here is the preview email enlarged:

email reminder notificaiton text in Enrollsy

Step 4b - Add Custom Message

You can also add a custom message to your Class Email reminder. The Email Reminder custom message is a rich text element, which means you can easily add Zoom links, video and image links, tables, lists, styled paragraphs, and more.

NOTE: The custom message is not reflected in the Preview.

edit class reminder email in Enrollsy

How to Add Links

Either highlight the text where you want the link or click on the link icon. Copy and paste the URL (the web page address, document, video, etc.).

add links in Enrollsy class email reminder

How to Add Images

Click on the image icon within the Advanced settings. The image has to be hosted somewhere. This can be in Google Photos (not Google Docs).

Open the image and right-click. Click "Copy Image Address" and paste it into the "Source" box. A size should pop up under "width" and "height." Adjust this to fit the space. (NOTE: If the size does not show up, the source is incorrect.)

add image in class email reminder

Here is an example of how a Class email reminder may look:

Enrollsy class email reminder
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