Customer Portal - Creating a Class Enrollment

CREATING A CLASS ENROLLMENT

Clicking the FIND THE RIGHT CLASS button will launch a wizard walking the family through selecting student age/gender which will bring up a preliminary list of classes for which they are qualified to enroll.  Additional options from this page will allow the parent to filter the list further using the filters specified under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS FILTERS.

Clicking the BOOKING button brings up a wizard asking which type of Booking/Enrollment you wish to create:

  • Find a Class
    • Need Help Finding the Right Classes?
      • Yes, Please – launches the FIND THE RIGHT CLASS wizard.
      • No, just looking – takes you to the CLASSES screen, where you can set your own filters or just browse the class list.

One the CLASSES screen is displayed, the Class enrollment process is the same:

  • Click on a Class that shows openings to begin the registration process.
    (NOTE: The class icons that are displayed can be customized per Class Level under SETTINGS>SETUP>CLASS SETTINGS>LEVELS or per Program under SETTINGS>SETUP>GENERAL SETTINGS>PROGRAMS>BRANDING. The system will display the Class Level image if one exists; if not, it will display the Program image instead.)
    • Select the student/students to enroll. (There will be an option to “Add New Student” if the student to enroll does not exist in the system.)
      • If you are not yet logged in, you will be prompted to do so.
      • Upon login, customers will be prompted to read/agree to any Family Policies or any Student Policies that are configured to show on the Web. Once all required policies have been agreed to, they will be taken back to the enrollment screen.
    • After logging in and selecting the student/students, click CONTINUE.
    • The system will display the CLASS DETAILS.
    • Click ENROLL NOW! to begin the enrollment process. (If your system allows customers to request a Trial or non-token related Makeup enrollment, this option will also be displayed.)
    • Enter any enrollment details and click ADD TO CART.
    • Once an enrollment is added to the Cart, it will be reserved based on the settings specified under SETTINGS>CUSTOMER PORTAL>OPTIONS>Cart Reservation Timeout. (See the “Checkout Reservation Timer” document for more details.)

On the Checkout screen, you can either click ADD MORE ENROLLMENTS to create additional enrollments or click PAY NOW to complete the enrollment(s) and make payment.

CHECKING OUT

After clicking PAY NOW, you will be given options for making your payment:

  • If the option to "Allow Visitors the Ability to Use Available Account Credits" is enabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>FINANCIAL, customers will be given the option to apply existing account credit towards their balance.
  • If no credit exists or customers do not wish to apply it, they can choose to “Use Payment Method on File” to use their existing autopay method to make a payment.
  • Unchecking the “Use Payment Method on File” option will allow them to enter new payment details.
    • Checking the option to “Store/Update Payment Method on File” will replace their existing payment method (if one exists), or add the payment method as their default payment method on file (if one does not exist).

After making the selection, click PAY NOW to submit the payment and complete the checkout.

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Thu 9am-9pm and Fri 9am-6pm Central Standard Time.