Staff can create enrollments from the Administrative side of the system on behalf of a consumer (i.e. for those wishing to enroll by phone or in person rather than online). The person attending the course and the person paying (if they are different) need to be added into the system first before starting the enrollment and checkout processes. It is recommended to search for the person (by name or email address) before adding a new People record.
To create an enrollment from the Administrative side of the system, follow the steps below:
- Point to Contacts
- Select People
- Search for and select the person to be enrolled in the Course.
- Select Enroll in Course.
- Search for and select the Course Section you wish to enroll the person in. Note: ensure the check box is selected, staying on the list view (do not double click).
- Select Enroll People.
- Review the enrollment making any changes as necessary. Use the Edit (pencil icon) to apply any Discounts, Fee or Credit Adjustments and/or Financial Assistance amounts. When the edits have been made, be sure to select the Save option in the bottom right. Ensure any adjustments have been updated and are reflected in the total amounts.
- Select Checkout.
- Complete the payment information making sure the dollar amount is correct. There is an option to save an electronic payment method if one is being entered new during this checkout. The default to store the payment method on the Admin side is No. It is recommended to get confirmation from the payer before changing that setting to Yes and storing their payment method (to try to avoid disputed charges or chargebacks).
- Select Process Payment.