IN BRIEF
The Camp Enrollment Wizard guides staff through enrolling students into camps, selecting camp blocks, generating charges, and completing checkout in a single, guided workflow. It can be launched from multiple areas of the Office Portal and is designed specifically for camp enrollments. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Select the Student
  • Select the Camp
  • Enrollment Details
    • Optional Enrollment Options
  • User Defined Questions
  • Notes
  • Review and Add to Cart
  • Checkout
• Staff Permission Requirements
  • Page Permissions
  • Task Permissions
• Troubleshooting & FAQs
• Related Articles

Overview

The Camp Enrollment Wizard provides a streamlined process for enrolling students into camps and completing payment. Unlike the Class Enrollment Wizard, the Camp Enrollment Wizard is camp-specific and does not include filtering options when selecting a camp.

Important notes:

• The Camp Enrollment Wizard is used for camp enrollments only.
• If a student needs to be enrolled in both a class and a camp, each enrollment must be completed separately.

NOTE: If a student will be enrolled in both a class and a camp, we recommend NOT collecting payment until both enrollments have been created to ensure that a single payment is made and only one transaction fee is charged. Staff can use the “Charge to Account” option from the Enrollment Wizard shopping cart to bypass the payment process.

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Accessing the Feature

Camp Enrollment Wizard settings can be customized under: SETTINGS>SETUP>CAMP SETTINGS>CAMP ENROLLMENT WIZARD SETTINGS

These settings control default behaviors used during the camp enrollment process.

• For additional configuration details, see What Are the Camp Settings Options?.

The Camp Enrollment Wizard can be launched from multiple areas of the System:

• From the FAMILIES or STUDENTS page: 
  
  • Expand the Enrollments view and select the New Camp Enrollment Wizard icon.
• From the CAMPS page: 
  
  • Expand the Enrollments view and select the New Camp Enrollment Wizard icon.
• From the CALENDAR page: 
  
  • Select a specific camp from the Calendar to launch the details view.
  • Select the New Camp Enrollment icon next to Enroll Student.

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Step-by-Step Instructions

Select the Student

• Search for the student by name or phone number associated with the family.
• Select the appropriate student to continue.
• If needed, select Create a New Student.

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Select the Camp

• If launched from the FAMILY or STUDENT view, select the appropriate camp from the list.
• If the wizard is launched from the CAMPS or CALENDAR view, that specific camp is automatically selected.

Important Note: Camp selection does not include filtering options.

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Enrollment Details

• Select the Enrollment Type (ACTIVE/WAIT).
• Select one or more Camp Blocks.
• Confirm the Charge Category, which will auto-populate based on the assigned Camp Type.

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Optional Enrollment Options

• Enable Override Tuition and enter a custom amount, if needed.
• Enable Send Enrollment Email to notify the family.

Select Next to continue.

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User Defined Questions

• If User Defined Questions are configured for the camp, answer all required questions (indicated with a red asterisk).
• Select Next to continue.

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Notes

• (Optional) Enter additional notes or information for staff reference.
• Select Next.

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Review and Add to Cart

• Review all enrollment details.
• If changes are needed, use the navigation menu on the left to return to the appropriate step.
• Select Add to Cart.

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Checkout

• (Optional) Select Enroll Another in a Class or Enroll Another in a Camp to create another enrollment.
  • ENROLL ANOTHER IN A CLASS
    • Launches the Class Enrollment Wizard and prompts the staff member to choose a student to enroll.
  • ENROLL ANOTHER IN A CAMP
    • Re-launches the Camp Enrollment Wizard and prompts the staff member to choose a student to enroll.
  • NOTE: depending on their permissions, staff may only see one of these options.
• Select or enter payment details.
• Select Process Payment to complete the enrollment.
• Tuition charges created during checkout will default the due date to the current date. These dates may be edited later if payment is not collected immediately.

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Staff Permission Requirements

Staff members must have the following minimum permissions to complete all Enrollment Wizard steps:

Page Permissions

• Families – VIEW
• Students – VIEW
• Camps – VIEW
• Calendar – VIEW

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Task Permissions

• Families/Students – FULL
• Enrollment – FULL
• Payment – FULL
• Charge – FULL

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Troubleshooting & FAQs

• Why do I not see filtering options when selecting a camp?
  • The Camp Enrollment Wizard does not include camp filtering options. Camps must be selected directly from the list or launched from a specific camp.
• Can I enroll a student into a class and a camp at the same time?
  • Yes, if you have the appropriate permissions. The Class Enrollment Wizard requires permission to access the CLASSES page, and the Camp Enrollment Wizard requires permission to access the CAMPS page.
    • If a staff member lacks permission to access either of these pages, they will not see the option to “Enroll Another” for that particular type of enrollment.
• Why is a camp already selected when the wizard opens?
  • When launched from a specific camp or Camp View, the wizard automatically selects that camp for enrollment.
• Why does the enrollment not appear immediately after adding it to the cart?
  • Camp enrollments are not created until checkout is completed.

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Related Articles

• How Do I Use the Class Enrollment Wizard?
• How Do I Create/Edit a Student Profile?
• What Is the Checkout Reservation Timer?

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