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How to Create Classes Enrollment Model Programs (Part 1)
How to Create Classes Enrollment Model Programs (Part 1)

Part one of a step-by-step guide to creating customized Programs/Classes in the Classes Enrollment Model

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

The Classes model applies pricing based on Class(es) selection during enrollment or Class(es) assignment by an Admin User after enrollment. Fees other than tuition can apply at the Class or Program level, depending on the settings selected. You can also decide if students can choose their own class(es) and how those classes are presented.

Industries using this pricing model include various schools and universities, art and music schools, kids programs, and community & corporate training programs.

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 Classes Model Program(s)

Navigate over 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):

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." 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 "Classes " Enrollment Model.

enrollment model section in Program Editor in Enrollsy

You also will need to choose whether or not you want Enrollees to pick their Class. If you do, select the checkbox and choose the Class view.

Class Views - The Class views are:

  • List View (pick from one list)

  • *Multi-List View (pick from a number of labeled lists)

  • Week View (pick from a Week view calendar)

  • Month View (pick from a Month view calendar)

*For the Multi-List View, you will also add Class Selection Lists where your Classes will be placed. (Select the dots and drag and drop the selection lists in the order you wnt them to appear). Here are some examples of lists:

class selection lists in Classes view 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 the time of 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 - Subscription is a set amount due at a specific interval until canceled (hence, no pay-in-full options). However, you can create an annual and monthly subscription, and each can have its unique costs. Examples of Subscription Programs are membership bundles and software subscriptions.

Step 3 - Pricing

Now you will need to choose between pricing per Class or pricing based on the number of credits.

  • Pricing Per Class - Per Class applies pricing based on each class's cost. For example, if the Enrollee decides to enroll in two Classes, each priced at $150, the total will be $300.

  • # of Credits - # of Credits applies pricing based on the number of credits enrolled. You define what a "credit" is and set the credit count for each Class.

Step 3b - Pricing Per Class

Check the box if your Pricing is the same for each Class within that Program. If pricing is different, the pricing will be done on the Class level.

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

  1. Total Cost of each Class

  2. Payment Plans

  3. Program Enrollment Fees

pricing section in Program Editor in Enrollsy for pricing per # of credit

1- Total Cost of each Class

Fixed Cost Only: If you have FREE or Subscription Pricing, skip this section.

The Total Cost of each Class is the cost of each Class for the duration of the enrollment period. Add the 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 in which the Classes have the same pricing, add a charge item of "Class Fee" or something like, say, $150 (total cost for the duration of the Class).

If you have a Registration Fee, add that under the Total Cost of each Class. Once you have all your Charge Items added to the Program, Enrollsy generates a Pay-in-full plan for you.

total cost of each class in Enrollsy

NOTE: Total Cost of each Class and/or Payment Plans will be done on the CLASS level if your pricing is different per Class!

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:

3- Program Enrollment Fees

These are fees that apply at enrollment that pertain to the Program as a whole (not individual Classes). A registration fee is an example of a Program Enrollment Fee.

NOTE: The Program Enrollment Fees can apply even if your pricing is on the Class level.

Step 3c - # of Credits Pricing

Choose your Program Cost (see explanations above). Then you will need to add your Credits Categories and set the Enrollment Parameters.

pricing section in Program Editor in Enrollsy for # of credits pricing

Credits Category

Next, you will need to set up your Credits Categories to start building your pricing. Click the +/- button to add these categories. Click the blue plus/minus button to put in your Label. Check the box beside the Credit Category to have it show.

adding credits category in Enrollsy

Enrollment Parameters

Next, you will need to start building your pricing based on the number of credits enrolled in each credit category. Enter the number of minimum and maximum credits, then click the blue plus button with the outline to add each enrollment parameter.

set enrollment parameters and credit categories for per class model in Enrollsy

Then enter the Program's Total Program Cost plus any Payment Plans. See the above sections for detailed descriptions of these. Click the blue plus/minus button to add or remove Charge Items.

See these support articles for more details on Credit Pricing:

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 - This 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).

Now you're ready to make your Classes. Head over to How to create Classes Model Classes.

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