Program Options act as a series of choices that funnel the person enrolling down to a final choice. Think of them as the means of presenting all your possible options to the customer without completely overwhelming them.
Two pre-set Program Options come standard:
Location - In case you have multiple locations.
Enrollment Period - used to break enrollments into other types of segments.
After these first two selections, the rest of the options are 100% customizable by you within the settings section of the Program page, including how many options you present. In the above example, the options added were a Program name and a Schedule.
Edit Program Options
Step 1 - Manage Program Options
Open the Programs tab in the My Company settings and click the setting "Manage Program Options."
Step 2 - Edit Program Option
Click on the blue pencil icon beside the Program Option to edit (or delete) the name. In this example, "Program Name" is the Program Option name.
Step 3 - Edit Each Option
Click on the outlined pencil icon to edit or delete the individual names underneath the Program Option.
IMPORTANT: Make sure your Programs do not have the SAME Program Options (especially the same name)! If they do, one of the Programs will not show up on the Enroll Form.
Step 4 - Reorder Options
The Program Options are listed in the order in which they will be presented to your customers (from left to right). Reorder them by using the six dots in the upper-left corner and dragging them into the correct order.
Deleting Program Options
You can delete any Program Options by clicking the same pencil icon and then "Delete."
Reassigning Program Options
When you delete a Program Option, a red caution icon will appear where that option once was.
When you see that caution icon, you have two choices:
Reassign the Programs to the new/edited Program Option by clicking on the pencil icon beside the affected Program and filling in the option:
Archive or delete the Programs that were affected by the deletion. To archive the Program, click the checkbox beside the Program you wish to archive and then the Archive button. The Program will then be moved under Archived.
