Learn how to sell an enrollment and manage client enrollments post-sale, including editing payment methods and amounts for a tailored and efficient experience.
Sell an Enrollment
To sell an enrollment to your clients follow these steps:
From the main navigation menu select Enrollment Schedule
Select the Buy Now button on the Enrollment tile
Search and select the client's name and select if the spot is in-person or livestream
If the enrollment has a payment plan, you can select payment plan or pay in full
Enrollments with a deposit will be charge the deposit immediately. You can change the first payment date from the checkout screen as well.
Select Continue
Choose a payment method
Complete the transaction by selecting Confirm
After selling an enrollment you can view the enrollment under the client’s profile under Active Enrollments.
Important Things to Know About Selling Enrollments
Clients can only enroll into all days of an enrollment and can not purchase enrollment single sessions.
Staff can continue booking clients into an enrollment even after it's full, but clients can't book themselves into an enrollment once it is at capacity.T