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Why Proration May Not Be Working
Why Proration May Not Be Working

If Programs or Classes are not prorating correctly, you may need to add some dates

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

If you have set up Programs with Proration and the Programs or Classes are not prorating, here are some possible reasons:

1- Payment Plan Setup

Proration currently only works with Pay-in-Full and/or Scheduled Payment Plans in any Enrollment Model. Here's how to set up a scheduled Payment Plan.

2- Program Dates

For pricing on the Program level, each Program has to have Program start and end dates. The system will take these dates into account as it calculates how much your customer owes when they are signing up before the start date.

To do this, follow these steps:

  1. On the Programs page, select the pencil icon next to the Program to edit it

  2. Scroll down to the "Enrollment Model" setting section

  3. Select the edit icon next to "When does this program run?" to set the correct program dates.

  4. Click Save to save any edits

3- Class Dates

If the pricing is on the Class; make sure the Class dates are set. The system will take these dates into account as it calculates how much your customer owes when they are signing up before the start date.

To do this, follow these steps:

  1. On the Classes page, click the down arrow beside the Class

  2. Select the pencil icon to edit the Class

  3. Scroll down to the "When does this Class happen?" section. Click on the box beside "Set days/dates when this Class occurs"

  4. Click the plus button to add days/dates to the class

  5. Click Save to save any edits

4- Holiday Calendar

When applicable, modify or create your Holiday Calendar if you wish to exclude specific dates from the proration algorithm. In other words, exclude them if you don't want Holidays or Breaks to be included as part of the total cost that gets prorated. For more steps to add a holiday calendar, click here.

5- Proration Setting

Depending on where you have pricing set, you will now see a Prorating section in the Program or Class. Ensure the Prorating settings include all Charge Items you intend to Prorate, which consists of those due at enrollment and in any Payment Plans.

Click here for steps on setting up Proration on Programs.

Test Enrollment

If the Program or Class dates are in the future, when you do a test enrollment, the start date field will not show on the Enroll Form. You will have to set the Program or Class date in the past while you are testing so that the start date field will show.

You can also change the date to a date in the past, and then add all the days between the past start date and the actual first class date to the holiday calendar.

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