Enrollsy is flexible enough to support many different program shapes — from drop‑ins and subsidies to prerequisites and one‑off events. Below are step‑by‑step guides for the program types our clients ask about most. Expand any section to see how to set it up.
Pricing-Driven Setups
These program types are organized around how money is collected rather than how customers move through enrollment. Use the Pay‑in‑Full Only setup when a single payment is due at the moment someone signs up, the One‑Time Fee setup when you need to attach a non‑recurring charge like a registration or lesson fee, and the Subsidy setup when a third party (such as a government child‑care subsidy) covers part or all of the cost. Pick the one that matches your billing model, then expand the section for step‑by‑step setup.
Pay‑in‑Full Only Program
Pay‑in‑Full Only Program
Use Pay‑in‑Full when there's a single cost due at the time of enrollment — for example, an application fee, a registration fee, or a one‑time class fee. Note that the Pay‑in‑Full option always appears under Payment Plans on the Enroll Form; that visibility can't be turned off, but you can rename it by following the second method below.
There are two ways to offer a Pay‑in‑Full only program:
Pay‑in‑Full Only — keep the default Pay‑in‑Full label.
Hide Pay‑in‑Full / Create a Custom Payment Plan — give the single charge a custom name (such as "Application Fee").
Option 1 — Pay‑in‑Full Only
Go to the Programs page and open the program editor (pencil icon).
In the Pricing section, under What is the total Program cost? / What is the total cost of each Class?, enter your fee.
In the example above, we used an "Application Fee" as the total cost due at enrollment. That fee then appears on the Enroll Form under both Pricing Options and Payment Plans, like this:
If you'd rather the customer see a custom label (for example, "Application Fee") instead of "Pay‑in‑Full," use Option 2 below.
Note: When a program is first created — or when you duplicate an existing program — the Pay‑in‑Full Payment Plan defaults to unpublished (the eye icon appears crossed out). Make sure to publish it by clicking the eye icon so the price shows on the Enroll Form.
Option 2 — Hide Pay‑in‑Full and Create a Custom Payment Plan
This option lets you offer the same single‑payment behavior, but with a name you choose.
Hide Pay‑in‑Full. In the program settings, click the eye icon next to Pay in Full to unpublish it.
Create a Schedule‑type Payment Plan. Name it whatever you'd like (for example, "Application Fee") and don't add any payment events. (See how to create a Scheduled Payment Plan for full steps.)
Add your new Payment Plan to the program. Then, under the Due at Enrollment section, enter the fee amount.
You've now essentially built your own Pay‑in‑Full payment plan with a custom name. Here's how it appears on the Enroll Form:
One-Time Fee Program
One-Time Fee Program
You can set up a program that collects a single, one‑time fee at the time of enrollment. The exact steps depend on which pricing model your program uses — Simple, Days per Week, or Classes (with the same price per class, or with different prices per class). Pick the matching scenario below.
Tip: No matter which scenario you follow, the fee is added as a Charge Item on the Fixed Cost pricing option. If you haven't created the Charge Item yet, see How do I create a new Charge Item? first. Also, the Pay‑in‑Full price is automatically published when a program is created — but double‑check the eye icon is open before you save.
Scenario 1 — Simple Pricing Program
Use this when one price applies to everyone who enrolls in the program.
Open the program from the Programs Tab (My Company > Programs) and click the pencil icon to edit.
Under Enrollment Model, choose Simple. Under Pricing, click Fixed Cost.
Under What is the total Program cost?, click the +/− button and add a Charge Item labeled for your fee (for example, "Lesson Fee" or "Program Fee"). Enter the amount under $ Amt.
Confirm the Pay‑in‑Full price is published (eye icon open). Click Save (or Add).
Scenario 2 — Days‑per‑Week Pricing Program
Use this when your pricing is based on the number of days per week someone enrolls in.
Open the program from the Programs Tab and click the pencil icon.
Under Enrollment Model, choose Days per Week. Under Pricing, click Fixed Cost.
Under Set Enrollment Parameters, choose the minimum and maximum days a customer can enroll in. Example: If someone can enroll only two days out of five, set both minimum and maximum to "2."
Under What is the total Program cost?, click the +/− button and add a Charge Item labeled for your fee. Enter the amount under $ Amt.
Click the plus button to add additional days‑per‑week pricing tiers, and repeat steps 3 and 4 for each tier.
Confirm Pay‑in‑Full is published (eye icon open) and click Save.
Scenario 3 — Classes Pricing Program (same price for every class)
Use this when your program is priced per class and every class costs the same.
Open the program from the Programs Tab and click the pencil icon.
Under Enrollment Model, choose Classes. Add any other options you need, including the View.
Under Pricing, click Per Class and check the box beside Pricing is the same for each class. Then select Fixed Cost under Program cost.
Under What is the total Program cost?, click the +/− button and add a Charge Item labeled for your fee (for example, "Lesson Fee" or "Program Fee"). Enter the price under $ Amt.
Confirm Pay‑in‑Full is published (eye icon open) and click Save (or Add).
Scenario 4 — Classes Pricing Program (different price for each class)
Use this when your program is priced per class and classes cost different amounts. In this case, you set the price on each individual class instead of at the program level.
Go to the Classes page and open the class you want to price (click the pencil icon to edit an existing class).
[Insert Screenshot 4 here] Image: Class editor opened from the Classes page, ready to set pricing for an individual class. Alt text suggestion: "Enrollsy class editor opened from the Classes page to set individual class pricing."
Subsidy Program
Subsidy Program
If your business receives government subsidy payments (for example, for child care), Enrollsy can track and bill them. Note that subsidies currently work only with Subscription Payment Plans.
Create a Charge Item. Go to My Company > Items. Under Charge Items, click the plus button, add an item for your subsidy, and save.
Create a Subscription Payment Plan. Under the relevant Enrollment Period, add a Subscription Payment Plan (see linked article for details).
Create the Subsidy Program. Either build a new program or duplicate an existing one. If duplicating, change the Program Options so it differs from the original (the Nickname doesn't count — that's internal).
Configure pricing. Under Pricing, set Program Cost to Subscription. Then under Payment Plans, click Add/Remove Payment Plans and select the plan you created.
Save. Leave the Subscription Payment Plan blank at the program level — you'll add pricing on individual accounts after enrollment.
Note: After a customer enrolls, you'll add their subsidy amount manually on their account. See How to Add a Daily Rate or a Custom Fee to an Account.
Enrollment-Flow Setups
These program types shape how customers get into your program — what they have to do, prove, or commit to before (and during) enrollment. Use the Drop‑In setup when you want flexible, per‑class or per‑day attendance, the Application Program when enrollees need to apply and be reviewed before you accept them, and the Prerequisite Program when one program is only available after another has been completed. Pick the flow that matches your enrollment process and expand the section for the full walkthrough.
Drop-In Program
Drop-In Program
A drop‑in program lets people attend on a per‑class or per‑day basis instead of committing to a full schedule. Enrollsy supports four ways to set this up — pick the one that best matches how you charge customers and how you want to track attendance. If you're new to building programs, see How to create a Program first, and be sure to add your drop‑in program name under Program Options.
Quick guide to choosing:
Option 1 — Simple Enrollment Model: one flat price for the whole program. Easiest to set up.
Option 2 — Classes Enrollment Model with Series Classes: per‑class pricing with built‑in roster handling. Our recommended setup.
Option 3 — Days‑per‑Week Enrollment Model with Series Classes: pricing that scales by number of days, paired with a Program Form to capture which dates the enrollee picked.
Option 4 — Charge Item with Tags: lightest‑weight, fully manual approach.
Option 1 - Simple Enrollment Model
Use this when you want a single, flat drop‑in price at the program level that applies to every enrollment.
Edit your drop‑in program and set the Enrollment Model to Simple.
Under Pricing, set the program‑level cost (this is what each enrollee will be charged for the drop‑in).
Save.
Option 2- Class Enrollment Model with Series Classes (recommended)
Use this when you want each class to count as its own drop‑in, with pricing applied per class. It also makes printed rosters cleaner because drop‑ins appear alongside regular students.
Set up the program:
Edit your program and choose the Classes Enrollment Model.
Under Class Selection, check any options that apply and set a minimum/maximum number of classes if you require one.
Under Pricing per Class, choose Fixed Cost and add a Charge Item (for example, "Drop‑In Fee") that is required and due at enrollment on every enrollment. Pricing can live on the Program or on each Class.
Add any other options you need, then save.
Set up the classes: 5. On the Classes page, add a Series class (see how to create a Series‑type Class). Name it the same as your program (for example, "Drop‑In").
In a Series Class model, each day appears as a selectable option at enrollment:
And here's how the per‑class pricing looks on the Enroll Form:
Enrollees are charged a set amount for each class they enroll in.
Tip: Use printed Rosters with this method — they produce a single combined class list that puts drop‑ins alongside your regular students. See how to print and customize Class Rosters.
Option 3- Days-per-Week Enrollment Model with Series Classes
Use this when pricing should scale by the number of days a person attends per week. This option is paired with a Program Form so you can capture which specific dates the enrollee chose.
Set up the program:
Edit your program and choose the Days per Week Enrollment Model.
Select the days the program runs — either a weekly schedule (just the days, no actual dates) or specific dates.
Under Pricing per Class, choose Fixed Cost, set the enrollment parameters, and add a Charge Item (for example, "Drop‑In Fee") that is required and due at enrollment.
Add any other options as needed.
Set up the classes: 5. On the Classes page, add a Series class (see how to create a Series‑type Class). Name it the same as your program.
Heads up — drawbacks of this method:
Enrollees can't easily be moved or have additional dates assigned on the Classes page. That's because the classroom is set up by dates, not by days. The workaround is to re‑add them on the Unassigned List and assign them to the additional dates.
Enrollees aren't automatically assigned to the right date. They land in the Unassigned list and an Admin has to assign them. Using a date field on a Program Form (see below) makes this much easier.
Add a Program Forms
Because this enrollment model only asks for the days of the week at enrollment, create a Program Form — call it something like "Drop‑in" — and attach it to all your drop‑in programs to capture the actual dates.
There are two common Program Form patterns:
A required Date field with more Date fields stacked beneath it.
A required Date field with extra dates nested under an "Add another date?" Yes/No question (radio buttons or single‑select).
Here's how the pricing displays on the Enroll Form:
Enrollees are charged based on the number of days they enroll in.
Option 4- Charge Item with Tags (manual, lightweight)
Use this when you want the simplest possible setup and you're okay with manual work.
Create a Charge Item (for example, "Drop‑In Fee") that is required and due at enrollment for every enrollment. An Admin User will need to manually add this charge each time someone drops in.
Create a "Drop‑In" Enrollment Tag and trigger it whenever the Drop‑In Charge Item is charged (see how to trigger Tags). You can then use that tag in Rosters and Reports to keep track of your drop‑ins.
Heads up — drawbacks of this method: Charging the drop‑in fee is not automated, and there's no built‑in way to place an enrollee in a particular class.
Instructors can move an enrollee to a different class using the Room Transfer Activity.
Application Program (via Enroll Form)
Application Program (via Enroll Form)
Use this setup when you need enrollees to apply before they can be enrolled in a particular program — for example, a pre‑registration, an audition, an admissions step, or any other "review first, accept later" workflow.
Because Enrollsy uses one shared Enroll Form across all programs, the trick is to keep that universal form lean and use a Program Form to ask your application‑specific questions. Below are the five setup steps, plus a final testing step.
Step 1 — Keep the Enroll Form Basic
You only have one Enroll Form (My Company > Forms > Enroll Form) and it's shared by every program — including your application. So keep it limited to questions you'd want everyone to answer, no matter which program they're enrolling in.
A good baseline includes:
Account first & last name (first name is always required)
Account email (always required)
Account phone (usually cell)
Account address (street, city, state/province, postal code)
Enrollee first & last name (always required)
Enrollee birthdate and/or gender
Save program‑specific questions for the Program Form in the next step.
Step 2 — Create the Program Form
Step 3 of the Enroll Form is Program Selection — this is where program‑specific questions live. Create a Program Form named something like "Application" or "Enrollment" to hold your application questions.
Add as many custom fields as you need. If you'd like a refresher on building fields, see the Enroll Form section of the Support Center.
Step 3 — Create the Enrollment Period
Create a new Enrollment Period for when you'll be accepting applications. You could name it "Pre‑Registration," "Application Window," or something similar that matches your workflow.
Step 4 — Create the Program
Next, create a new program. The Program Option name can simply be the workflow name (for example, "Pre‑Registration" or "Application").
Configure the program as follows:
Program Options — add the program name (created in Program Options) and the location(s).
Enrollment Model — keep this on Simple Enrollment Model. Only add Program dates if you plan to use Proration (see Pricing).
Pricing — choose Fixed Cost and add any application or pre‑registration fees. Add Proration if applicable.
Enroll Form — add any applicable info: enrollment dates or ages, prerequisites, coupon codes, documents, terms and conditions, welcome messages, instructions. Then attach the Program Form you built in Step 2 under Additional Program Fields.
Advanced — add any other options you need.
Step 5 — Create the Class(es)
Head to the Classes page and create a Class inside this program. A useful pattern is to have one class named after the Enrollment Period or Program, plus additional classes named "Reviewed," "Accepted," and "Rejected." Moving applicants between these classes is then how you track each application's status.
Add a capacity (and dates, if applicable), then save. Tip: you can create one class and duplicate it to quickly produce the others.
Step 6 — Test, Test, Test!
Once everything is built, test by going through the Enroll Form yourself:
If the program uses a private link, the form is only accessible by that link.
If it's not private, you can use the link on the program or the general Enroll Form link on the My Company page.
Always test logged OUT of Enrollsy — use Chrome Incognito or a different browser so you see what a real applicant sees.
For more on validating links and previewing the form, see How to test Enroll Form links.
Prerequisite Program
Prerequisite Program
A prerequisite program ties one program to another, so enrollees must first enroll in (or have already completed) the prerequisite before they can enroll in the current program. This is useful for level‑based offerings like Beginner → Intermediate → Advanced, or for required orientations, screenings, or intro courses that gate access to a full program.
Before You Start — Important Notes
A couple of conditions must be true for the prerequisite check to actually be enforced:
Both programs must share the same payment (merchant) account. The prerequisite setting is only enforced when the current program and its prerequisite are connected to Locations on the same payment account. If you use more than one merchant account, both programs must be tied to the same one.
Prefilled enroll links won't work with prerequisite programs. The system won't redirect a prefilled link to the prerequisite program. Customers will need to use the general Enroll Form link found at My Company > Links.
Once those conditions are in place, you're ready to set up the prerequisite.
How to Set Up the Prerequisite
Go to the Programs page (My Company > Programs) and either click Create Program to start a new one, or click the pencil icon beside an existing program to edit it.
Open the Enroll Form section of the program editor and find the Prerequisite Program option. Select the program you want to require before enrollment.
Make sure to save your changes once the prerequisite is selected.
That's it — from this point on, enrollees who try to sign up for this program will need to have enrolled in (or completed) the prerequisite program first.
Event-Style Setups
These program types are built for short‑run or capacity‑constrained offerings rather than ongoing programs. Use the One‑Off Event Scheduler Program for single‑date or single‑time‑slot events like open houses, workshops, and parent‑teacher meetings, and the Transportation Program (with Limited Capacity) whenever you need a hard seat cap — like bus or van slots for the year. Pick the one that fits your event shape and expand the section for setup instructions.
One-Off Event Scheduler Program
One-Off Event Scheduler Program
While Enrollsy is built for ongoing programs, it also handles one‑off events where customers pick a time slot from your availability — open houses, workshops, parent‑teacher meetings, and similar.
You have three setup options:
Calendar View / Individual Classes — create separate classes with set dates and times so customers can pick one. Best for events with a fixed schedule.
Multi‑List / Dates with Time Slots — create a list of dates, each with its own time slots. Best when each date offers multiple choices.
Series Classes — group dates and times into a series customers can select within. Best for multi‑day workshops or weekly events.
For step‑by‑step setup, see the related articles on each enrollment model.
Transportation Program (with Limited Capacity)
Transportation Program (with Limited Capacity)
If transportation has a seat limit — for example, a set number of bus or van spots for the year — don't just add a simple Charge Item. Instead, build a dedicated Transportation Program and attach a Class with a capacity cap. That way, the cap is enforced automatically and you can see exactly who is signed up for transportation.
Follow the six steps below.
Step 1 — Create the Charge Item
On the Items page, click the blue plus button and add a charge called "Transportation" (or whatever name fits your business). Make sure it's set to:
Step 2 — Add the Program Option
Under Program Options, create a new Program Option/Program Name called "Transportation" (or similar).
Then create a new Program and fill in the Program Option you just made:
Step 3 — Choose the Enrollment Model
Under the Enrollment Model, choose Simple Pricing and select the days transportation runs.
Step 4 — Set the Pricing
If transportation is free, leave Pricing on Free.
If there's a cost, choose Fixed Cost under Program Cost and enter the fee amount.
Step 5 — Add Enroll Form Instructions (optional)
If you want a specific message or description shown on the Enroll Form when someone enrolls in this Transportation Program, add it under the Enroll Form section of the program editor. This message will override any Program instructions set on the My Company page.
Here's how that overriding message appears on the Enroll Form when someone enrolls in the Transportation Program:
Step 6 — Create the Class with Capacity
Head to the Classes page and click Add a Class to create a class inside your new Transportation Program. The class name can match the program or be different. You can add an Instructor if you'd like — or skip it.
Most importantly, add your capacity — this is the total number of enrollees that can be transported for the year. You can also optionally add a start/stop time and/or dates.
That's it — enrollees can now sign up for your Transportation Program, and the capacity cap will be enforced automatically.































