IN THIS ARTICLE:
Learn how to create a class enrollment in the Mobile/Branded App.
See our "Getting Started with Classes" guide for more information about creating classes and enrollments!
Creating a Class Enrollment
To create a new class enrollment:
- From the main Dashboard screen, click "Find a Class", or select BOOKINGS from the navigation toolbar at the bottom of the screen, then click "Find a Class."
- Select the Student(s) you wish to enroll and click “See Classes.”
- If the student you wish to enroll does not appear in the list of students to be selected, you can click "Add New Student" to create a new student profile.
- If the student you wish to enroll does not appear in the list of students to be selected, you can click "Add New Student" to create a new student profile.
- The class list that is displayed will automatically be filtered into tabs based on which student(s) meet the criteria. Click the appropriate tab to show the list of filtered classes.
- Once you have located the class for which you wish to create an enrollment, click on the class name to bring up the enrollment screen.
- The Class Details will be displayed, along with options to enroll at the top of the screen.
- Click “Enroll Now” to submit a request for an Active enrollment. If enabled, an option to click “Request a Trial” will also appear.
- If there are no openings and your settings allow visitors to request a class that is full, "Contact Us" will be displayed instead of the "Enroll Now" option.
- Click “Enroll Now” to submit a request for an Active enrollment. If enabled, an option to click “Request a Trial” will also appear.
- Confirm the student(s) you wish to enroll and add any enrollment notes as needed.
- If the field is displayed, confirm the start date and adjust it if needed. (Note that this option is only available for non-session classes and only within the limits of your Customer Portal settings.)
- If the field is displayed, confirm the start date and adjust it if needed. (Note that this option is only available for non-session classes and only within the limits of your Customer Portal settings.)
- Click "Add to Cart" to add the enrollment(s) to the shopping cart.
- The system will attempt to submit an enrollment for all eligible students. A message will be displayed if there are any problems (such as no available openings, or if there is a conflicting enrollment for any of the selected students).
- Once the enrollment is in the shopping cart, you can either:
- Click BOOKING to create another enrollment.
- Click POINT OF SALE to add a product purchase (if available).
- Click PAY NOW to check out and complete the enrollment process.
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.
Checking Out
To check out/submit your enrollments:
- If you are not already there, click the CART icon from the navigation toolbar at the bottom of the screen to go to the Shopping Cart.
- Verify the enrollment information showing in the Cart. If needed, remove any enrollments by clicking on the “Remove Item” link to the right of the Class Name.
- Select whether you wish to apply any account credit (if available).
- Enter any Promo Codes that may apply (if available).
- If the registration requires payment up front, verify the payment method you wish to use to make a payment. You can edit/add a payment method as needed.
- The system will default to using the payment method on file. If you wish to use a different payment method, uncheck the "Use Payment on File" option to enter new payment details.
- Click PAY NOW.
- If necessary, the system will attempt to run a payment.
- If the payment is successful, the enrollment(s) will be submitted.
- If there were issues collecting payment, the system will display an error message. Please check your payment details or select an alternate payment method and try again.