IN BRIEF:
The Mobile/Branded App allows families to create new event enrollments, complete checkout, and modify eligible event schedules directly from their device. This article walks through creating an event enrollment, checking out, and modifying an existing enrollment when portal settings allow. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Creating an Event Enrollment
    • Viewing Event Occupancy
  • Checking Out
  • Modifying an Existing Enrollment
• Troubleshooting & FAQs
• Related Articles

Overview

Event enrollment through the Mobile/Branded App provides a self-service option for families to register students for events, select eligible dates (when enabled), and submit payment. Availability and options shown in the app depend on Customer Portal and event-level settings configured by the organization.

Important visibility and modification options are controlled in SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>EVENT REGISTRATION and on the event’s CUSTOMER PORTAL tab.

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Accessing the Feature

Before events can be created or viewed in the Mobile/Branded App, “Show Events and Allow Visitors to Register for Them” must be enabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>GENERAL SETTINGS.

Once enabled, events are accessible from the app dashboard and booking areas.

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Step-by-Step Instructions

Creating an Event Enrollment

To create a new event enrollment:

1. From the Dashboard screen, do one of the following:
   • Select the Event Type icon directly, or
   • Select BOOKINGS from the bottom navigation bar, then choose an Event Type.
2. Select the student(s) you want to enroll, then select See Events.
   • If the student is not listed, select Add New Student to create a new student profile.
3. Review the available events displayed in tabs.
   • Events are filtered automatically based on student eligibility.
4. Select the event name to open the Event Details screen.
5. Select Enroll Now to request an ACTIVE-type enrollment.
   • If the event is full and “Allow Visitors to Request Events That Are Full” is enabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>EVENT REGISTRATION, a Contact Us button appears instead.
     • Selecting Contact Us opens the device’s email client. The device must be configured to send and receive email.
6. Confirm the student(s) being enrolled.
   • If parents are allowed to select days:
     • Available event blocks are displayed.
     • Select the applicable dates.
     • Canceled event blocks do not appear and cannot be selected.
   • If parents are not allowed to select days:
     • The student is automatically enrolled for all available event blocks.
7. Select Add to Cart to place the enrollment in the shopping cart.
8. The System validates the enrollment.
   1. If a conflict exists (for example, duplicate enrollment or no available space), an error message is displayed.
9. After the enrollment is added to the cart, you may:
   • Select BOOKING to create another enrollment.
   • Select POINT OF SALE to add a product, if available.
10. Select PAY NOW to complete the enrollment process.

Note: If a conflicting enrollment is detected, the student is already enrolled in the event. The enrollment must be modified instead. See Modifying an Existing Enrollment below.

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Viewing Event Occupancy

If "Allow Parents to Choose Event Blocks" is enabled for the event

The full event results screen will only reflect “FULL/OPEN” for each event, since the occupancy could differ for each individual event block. When the parent proceeds to the block-selection step, then the system will display the actual occupancy count for each individual block.

If "Allow Parents to Choose Event Blocks" is NOT enabled for the event

The full event results screen will display the actual occupancy count for each individual block, since the occupancy should be the same for each event block.

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Checking Out

To complete checkout for an event enrollment:

1. If not already on the checkout screen, select the CART icon in the bottom navigation bar to open the Shopping Cart.
2. Review the enrollment(s) listed.
   • To remove an item, select Remove Item next to the enrollment.
3. Choose whether to apply available account credit, if available.
4. Enter a Promo Code, if applicable.
5. Review or update the payment method:
   • If payment is required, the System defaults to the payment method on file.
   • To use a different method, deselect Use Payment on File and enter new payment details.
6. Select PAY NOW.
7. If payment is required:
   • The System processes the payment.
   • On success, the enrollment is confirmed.
   • If payment fails, an error message prompts the user to retry or update payment details.

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Modifying an Existing Enrollment

Event enrollment modifications are available only when all of the following conditions are met:

• “Allow Parents to Choose Days” is enabled on the event’s CUSTOMER PORTAL tab.
• “Allow Visitors to Modify Event Schedule” is enabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>EVENT REGISTRATION.
• The event’s Allowed Registration Dates have not passed.

To modify an existing event enrollment:

1. From the Dashboard, select ACCOUNT from the navigation bar. 
   
2. Select the student whose enrollment you want to modify.
3. Select Enrollments. 
   
4. Locate the event enrollment and select Modify Schedule. 
   
5. Review the available event blocks:
   • Previously selected blocks are checked and highlighted.
   • Select any additional days to add.
   • The list of blocks may be limited by the “Restrict enrollment start date based on event start time” setting.
6. Select Add to Cart. 
   
7. You are redirected to the Shopping Cart.
   • Based on event pricing and portal settings, a payment may be required.
8. Select PAY NOW (if payment is required) or COMPLETE TRANSACTION (if no payment is required). 
   
9. A confirmation message appears when the update is successful.

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Troubleshooting & FAQs

• Why can families not modify an event enrollment?
  • Confirm that the event's Allow Parents to Choose Blocks and Customer Portal setting to Allow Visitors to Modify Event Schedule are enabled, and that registration dates are still valid.
• Why are some blocks unavailable when modifying an enrollment?
  • Availability may be influenced by Restrict enrollment start date based on event start time under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>EVENT REGISTRATION.
• Why is a family charged more or less than expected when modifying an enrollment?
  • The System recalculates charges based on total enrolled blocks and applies the difference after subtracting previously paid amounts.
• Why does removing blocks not issue a refund automatically?
  • The System never automatically reduces or refunds original event charges. Staff must process adjustments manually.

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Related Articles

• How Do I Create/Edit an Event?
• How Do I Configure Event Registration Settings? (Other Settings)
• How Do I Create/Edit an Event Pricing Schedule?
• How Do I Create a New Event? (Event Setup)

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