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.
Cancel an Enrollment Booking
Only Staff can cancel a client's enrollment booking. Cancelling an enrollment booking can be completed from the Enrollment Roster or from the client's profile. To cancel a client's enrollment booking from the Enrollment Roster follow the below steps.
From the main navigation menu select Enrollment Schedule
Select View Roster
Select the three dots to the far right of the enrollment booking
Choose Remove Client
Complete the fields on the pop-up. Here you can decide if the client is refunded for their enrollment and/or if they incur a fee for canceling.
Complete the cancelation by selecting Remove Client
Client Active Enrollments
Enrollments are displayed under the client profile under Active Enrollments. To navigate to a client’s active enrollments under their profile:
Navigate to the client’s profile
Under the Overview tab scroll down to the Active Enrollment’s tab
To view the enrollment payment details for the client select the three dots on the top right of the enrollment tile and choose View Details.
Enrollment Basics
Discover crucial details about each client's enrollment, including location, client information, booking details, pricing, deposit requirements, payment plans, cancellation terms, and attached contracts. Get a holistic view of each client's enrollment and understand their upcoming and past transactions to manage scheduled payments effortlessly. Learn how to edit payment details, adjust amounts, and handle refunds with ease, ensuring a seamless financial experience for both your team and clients.
Enrollment Overview Tab
Location: The location the enrollment takes place
Client: Name of the client
Booked: Date and time the client was booked into the enrollment and if the client was booked into the enrollment by staff or if they booked themselves into the enrollment.
Price: Full price of the enrollment
Required Deposit: Amount of the deposit if a deposit is required.
Payment Plan: Client payment plan terms for the client. The number of payments, the amount to be paid each week/month. When the payments start and when the payments end. The next scheduled payment date is listed.
Cancelation Terms: Lists the cancelation terms entered under the enrollment under Cancelation Terms unique to the location.
Policies: The attached Contracts are listed under policies.
Enrollment Transactions Tab
Manage your client’s enrollment payments if they are on a payment plan.
Upcoming Payments
Select the Edit Pencil on the far right of an upcoming scheduled payment. Here you can edit the amount for a single payment or all future payments. You can also edit the payment method or add an additional payment method.
Past Payments
Shows all enrollment payment plan payment history. You can refund past payments from this section.