How Do I Create a Class Enrollment in the Customer Portal?

Learn how to create a class enrollment in the Customer Portal.

See our "Getting Started with Classes" guide for more information about creating classes and enrollments!

Creating a Class Enrollment

NOTE: These instructions are for creating a new ACTIVE type class enrollment. For instructions on how to submit a request for a TRIAL or MAKEUP enrollment, see one of our following documents:

In the Customer Portal, it is possible to create a class enrollment in two different ways:

  1. Using the FIND THE RIGHT CLASS button - launches 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.
  2. Using the BOOKING button - launches a wizard asking which type of Booking/Enrollment you wish to create.
    • Clicking "Find a Class" asks whether you "Need Help Finding the Right Class?"
      • 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.

Once the CLASSES screen is displayed, the Class enrollment process is the same for both methods:

All filters are multi-select. When using filters, the “Apply Filters” button must be clicked to save the filters and proceed to reload the classes. If editing existing filters, you will also be able to click “Remove Filters” to clear all previously selected filters.

Selecting only "Male" or "Female" from the Gender filters will limit classes to those specifically limited to male or female students (respectively).  Customers will also need to select "Co-Ed" if they wish to see all classes for which a student may be eligible.

  • Click on a Class that shows openings to begin the registration process.
    • NOTES:
      • 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.
      • If classes are filtered by Session/Rolling Session, no classes will be displayed if there are no remaining meeting dates within the selected Session/Rolling Session, regardless of whether an opening actually exists in the class.
  • 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.

You can enable a Tagline and/or Lead Form to direct customers to contact you if they did not find any relevant classes in which to enroll.  See our "How Do I Configure Tagline/Lead Settings?" document for full details.

Classes with future openings

  1. 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 non-session based 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.
  2. When the class is selected, this date is also displayed on the new enrollment view informing the user of the next opening date.
  3. If the user selects the next opening date (or greater), the enrollment is converted to active and the alert disappears.

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).
  • The "Store/Update Payment Method on File?" and "Opt-In to Recurring Billing" options will be auto-checked based on the status of the "Require save payment method for recurring billing" setting under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>FINANCIAL.
    • If this setting is enabled, the customer will not be allowed to uncheck "Store payment method on file?"
    • If this setting is NOT enabled, the "Store payment method on file?" and "Opt-In to Recurring Billing" options will appear but will NOT be auto-enabled.
      • If “Opt-In to Recurring Billing” is enabled, the “Recurring Payment Opt In” policy will be displayed and must be accepted to continue. Once accepted, a success message will be displayed, and the family will receive the "Opt-In Confirmation for Recurring Payment" email.
        • This template can be edited under SETTINGS>SETUP>GENERAL SETTINGS>COMMUNICATION TEMPLATES>CUSTOMER PORTAL>"Opt-In Confirmation for Recurring Payment."

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

Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).