Enabling Financial Aid
To allow registrants to apply for financial aid, navigate to Programs > choose your program and season > Setup > select Edit Options in the Financial Aid section and turn Financial Aid ON.
Once enabled, you can customize a confirmation message that will be appended to the default registration confirmation email. Use this to communicate next steps about the approval process, required forms, links, or any other instructions.
Admin Proxy Only Option
If you'd prefer to offer financial aid on a case-by-case basis, select Admin Proxy Only. This turns the feature ON but hides it from public registration. Financial aid will only be available to Admins performing a proxy registration on behalf of a household.
What the Registrant Sees
Once financial aid is enabled, registrants will see Apply for Financial Aid as a payment option at checkout alongside Pay in Full and Pay in Installments (if enabled).
When a registrant selects financial aid, they are not charged at checkout. Their registration is placed in a Pending Financial Aid status until an admin reviews and processes the request.
Reviewing and Processing Requests
Navigate to the household's order to review the financial aid request. From there, you can either approve or decline:
If approved:
Record a Financial Aid payment on the order. This reduces the amount owed by the payment amount.
Update the registration status from Pending Financial Aid to Active, Pending Payment, or another appropriate status.
If declined:
Update the registration status from Pending Financial Aid to Pending Payment, Active, Inactive, or another appropriate status as needed.
Note: After recording a financial aid payment, the registration status must be manually updated. It will not change automatically.
Automatic Notifications
Once a financial aid payment is applied, the household admin receives an automatic email confirmation. If a remaining balance exists, the email includes a link for the household admin to log in and pay the balance by credit card.
Tracking Financial Aid Payments
All financial aid payments can be tracked through the Financial Aid Registrations Report, which can be found by going to Reports > Registrations > Financial Aid Registrations.