You can do one of two things:
1- Give the customer a coupon code that covers the payment so they can re-enroll. See this article for how to create a coupon code. If you choose this option, the customer will be able to add any payment plans when they enroll. However, you will have to deactivate the wrong enrollment. See this article for steps to deactivate an enrollment.
2- Switch them to the other program. You can do this on either the Classes page or on the Enrollee's page. Only do one of the following if the Enrollee's current enrollment history DOES NOT need to be kept for historical purposes!
1st Way: Classes Page
The first way to move or re-assign an Enrollee is on the Classes page.
1a- On the Classes page, find the Enrollee in the Class and select him/her. Then click "-Class" or "Reassign" or "-Day" (depending on your setup). This will remove the Enrollee from that Class/Enrollment.
1b- If the Enrollee is moved to the Unassigned List, select the Enrollee in the Unassigned List and click "Remove" to deactivate or deactivate & delete the old enrollment. If the Enrollee does not show up, then the enrollment has been removed.
2- After removing that enrollment, within the Unassigned List, click "Add" to add the Enrollee back on the list (search for his/her name)
3- Once the Enrollee is back on the list, then you can assign him/her to the new class.
See this article for a video and more detailed steps on this method.
2nd Way: Enrollee Page
The second way is on the specific Enrollee's page. Follow these steps:
1- Search for the Enrollee in the search bar and click on the person's name to get to their page.
2- On the Enrollee's page, on the Enrollment Card, click on "Actions."
3- Select "Edit Enrollment" in the dropdown menu.
4- A new window will open where you will see the current enrollment checked. Here you can Remove the Enrollee from the current Class (uncheck the box of the current Class) and add one or more Classes (check the boxes beside each Class in the Program).
See this article for more details on this method.
When you edit an enrollment in this manner, you will see a notice pop up at the bottom of the screen that says, "Enrollments successfully changed! Payment Plans NOT changed, navigate to the Billing tab to make any necessary changes." This means that if the Class you changed was assigned to a Payment Plan, that Payment Plan will no longer be assigned to that Class. You will need to click on the Billing tab and reassign the Payment Plan to either a new Class or to the Program.
See this support article for how to fix invalid Payment Plans.
See this support article for how to add or edit an individual payment plan.
