IN BRIEF:
Guardians can use the Mobile/Branded App to enroll students in available classes at any time. Class availability, enrollment options, and required steps are controlled by Customer Portal and Class Registration settings configured by your organization. This article walks through the full enrollment process, including special scenarios such as future openings, checkout, and common troubleshooting questions. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Creating a Class Enrollment
    • Classes with Future Openings
  • Checking Out
• Enrollment Order & Discounts
• Troubleshooting & FAQ
• Related Articles

See our "Getting Started with Classes" guide for more information about creating classes and enrollments! Interactive walkthroughs about creating classes are also available in our “Class Setup” demos, located in the Education Corner (accessible from the Office Portal’s Welcome screen).

Overview

The Mobile/Branded App allows guardians to enroll students in available classes from their mobile device. When a guardian selects Find a Class, the System automatically filters the class list based on the selected student’s:

• Age
• Gender
• Prerequisites
• Other criteria defined under SETTINGS > CUSTOMER PORTAL > CLASS REGISTRATION

Only classes that meet these criteria are displayed to the family.

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Accessing the Feature

Guardians can access class enrollment in one of the following ways:

• From the Dashboard, select Find a Class.
• If Dashboard buttons are hidden, select BOOKING>Find a Class from the bottom navigation.

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Step-by-Step Instructions

Creating a Class Enrollment

1. From the Dashboard, select Find a Class.
   • If you have hidden these Dashboard buttons, families can also select BOOKING > Find a Class.
2. Select one or more Students and choose See Classes.
   • If the student you wish to enroll is not displayed, select Add New Student to create a new student profile.
     
3. The App groups the results into tabs (e.g., For [Student 1 & 2], For [Student 1], For [Student 2]).
   • Select the appropriate tab to view filtered classes.
4. Locate the desired class and tap the Class Name to open Class Details.
5. On Class Details, choose one of the following:
   • Enroll Now – submits a request for an ACTIVE-type enrollment.
   • Request a Trial – appears only when the system is configured to all users to request a TRIAL enrollment.
   • Wait List – appears when the class is full and the system is configured to allow Waitlist requests.
   • Contact Us – appears when the class is full, but the system is not configured to allow Waitlist requests. (Note: clicking the "Contact Us" button prompts the user to send an email; therefore, it requires that the mail client on the user's device is properly configured to send/receive emails.)
     
6. Confirm the Student(s) and add optional Enrollment Notes.
   • If shown, confirm the Start Date or adjust it.
     • The date field appears only for non‑session classes, and only within the limits set under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION.
       
7. Select Add to Cart.
8. The System validates the request. If there are no openings or conflicting enrollments, an error message is displayed.
9. In the Cart you can:
   • Select BOOKING to add another enrollment.
   • Select POINT OF SALE to add a product purchase.
   • Select PAY NOW to begin checkout.

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Classes with Future Openings

• If "Allow Visitors To Choose A Start Date For Non-Session Classes (Only Affects New Enrollments)" is enabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION, any classes with an opening within the window established by the "Limit start date to at most X days from today" value will always display text for the next opening date.
• When the class is selected, this date is also displayed on the new enrollment view informing the user of the next opening date.
• If the user selects the next opening date (or greater), the enrollment is converted to ACTIVE and the alert disappears.

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Checking Out

1. Tap the Cart icon to view the Shopping Cart.
2. Review each enrollment.
   • To remove an item, tap Remove Item next to the entry in the Shopping Cart.
3. Choose whether to apply Account Credit. (if enabled)
4. Enter any applicable Promo Codes. (if enabled)
5. Verify the Payment Method:
   1. By default, the App uses the payment method on file.
   2. Uncheck Use payment method on file? to add or select a different method.
6. Select Pay Now. The System processes the payment (if required).
7. A confirmation banner appears when the payment succeeds. If payment fails, an error message prompts the user to correct the details or choose an alternate method.
   

NOTE: Enrollments are only created if the payment is successful.

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Enrollment Order & Discounts

Whenever possible, it is recommended to add all student enrollments to the shopping cart prior to checkout. This is so the system can properly order the students and apply an eligible discounts.

When students are enrolled in the same class in two separate Customer Portal transactions:

• The first student to enroll will be charged according to any existing discount criteria (e.g., additional class enrollments linked to the same discount table, additional siblings).  If there are no additional discounts for which the student is eligible, they will be charged the Student 1 price as there are no additional enrollments to consider.
• The second student to enroll will also be charged according to any existing discount criteria (e.g., additional class enrollments linked to the same discount table, additional siblings).  This would include the first student's enrollment. Based on these criteria, the second student could also be ranked as Student 1 after the fact (e.g., they pay the highest tuition or have the most expensive class), and therefore would be charged the Student 1 price. 
  • This is intended behavior, as the second student's enrollment did not exist when the first student was charged.

For more information about how the system orders students for discounts, see the "Ordering Students/Enrollments" section of How Do I Set Up a Discount Schedule?

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Troubleshooting & FAQ

• Why does the class button show “Contact Us” instead of “Enroll Now”?
  • The class is full, and your Customer Portal setting to Allow Visitors to Request a Class That is Full is disabled. Therefore, Families cannot request placement on the WAIT list.
• Why doesn't the Start Date field appear?
  • The field is only available for non‑session classes and only when Allow Visitors to Choose A Start Date For Non‑Session Classes is active.
• Why would families receive an error about a conflicting enrollment?
  • The selected student already has an ACTIVE, TRIAL, or MAKEUP enrollment occurring on the same day/time.

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Related Articles

• How Do I Create or Edit a Class?
• How Do I Configure Class Registration Settings? (Other Settings)
• What is an Enrollment Type?
• How Do I Create a Class Enrollment in the Customer Portal?

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