By customizing your Program’s Enroll Form settings, you can control exactly who can sign up, when registration closes, and what information or documentation is collected during the checkout process.
"Enrollment Ends On" Date
The Enrollment ends on setting automatically stops registration and hides the Program from your public Enroll Form. The cutoff happens exactly at 12:00:01 AM (in your company’s local time zone) on the date you select.
Use this feature to enforce strict deadlines for fixed-term tracks, such as seasonal camps or semester-based courses.
Add or Edit the Cutoff Date
Go to the Programs page.
Click the pencil icon next to a single Program, or select multiple Programs and click the Bulk Edit (middle) button at the top.
Select Enroll Form from the left-hand menu (or scroll down to the Enroll Form section).
Enter your desired cutoff date.
💡 Example: If your Summer Camp runs from June 1st to July 30th and you want registration to close at the end of the day on May 27th, set your "Enrollment ends on" date to May 28th. The form will accept registrations until midnight on the 27th and block them as soon as the clock strikes midnight.
NOTE: If a Program's "Enrollment Ends on" date passes, a red "Not Visible" tag will appear next to it on your main Programs page so you can easily spot inactive registrations.
Age Restrictions
If your Program requires enrollees to fall within a specific age range, you can enforce these parameters at the Program level (Note: Age restrictions cannot be set at the Class level).
🛑 Important Requirement: Age verification relies strictly on the system-default birthdate field on your Enroll Form. You must keep this default field visible for restrictions to work. Custom birthdate fields will not trigger this logic.
How to Set Age Restrictions
Open the Programs page and click the pencil icon next to your Program.
Scroll to the Enroll Form section and check the box for "Is enrollment conditional on age?"
Set Minimum Age (Optional): Define the youngest age allowed to register.
Set Maximum Age (Optional): Define the oldest age allowed to register. (Note: You can use either restriction independently or use both together).
Set an Effective Date (Optional): Select a specific date on which the system should calculate and enforce these age limits. If you leave this blank, the system dynamically calculates the age using the enrollee's real-time birthdate on the day they fill out the form.
Prerequisite Programs
You can lock registration for a advanced Program until a customer has successfully completed or enrolled in a baseline "Prerequisite" Program.
Rules for Prerequisite Verification
Merchant Account Link: The prerequisite logic only works if both the target Program and its prerequisite are tied to locations sharing the same payment/merchant account.
Link Restrictions: Customers cannot use a prefilled enrollment link to bypass this step. They must register via your general Enroll Form link (My Company > Links).
How to Set a Prerequisite
Navigate to the Programs page (My Company > Programs) and open your Program editor.
Go to the Enroll Form section and find the Prerequisite Program dropdown field.
Select the required baseline Program.
Click Save.
Attaching Coupon Codes
To offer promotional discounts, you can link pre-created coupon codes directly to individual or multiple Programs. (Need to build a code first? Click here to learn how to create a Coupon Code).
How to Add Coupon Codes to Programs
Navigate to the Programs page. Select a single Program via its pencil icon, or check multiple program boxes and click the top-right Bulk Pencil icon.
Head to the Enroll Form tab in the editor menu and locate Coupon Codes. (If bulk editing, toggle the switch on the far right to unlock changes).
Use the dropdown arrow to view your available codes, check the boxes next to the ones you want to apply, and click out of the window.
Click Save (or Update for bulk edits) to finalize your changes.
Adding Custom Program Fields & Forms
You can append specialized, program-specific questionnaires to your registration workflow. (If you haven't built your fields yet, check out our guide on how to create a Program Form).
How to Attach Custom Program Form Fields
Open the single or bulk Program editor from the Programs page.
Click into the Enroll Form settings block and select the dropdown arrow underneath Additional Program Fields.
Select your pre-built custom Program Form(s) and save.
Required Document Uploads
If you need every single registrant in a Program to upload a specific file (like a medical clearance form or certification), you can mandate it here. (Learn how to build a Required Document placeholder here).
🚨 Crucial Rule: Linking a document here means it becomes mandatory for 100% of customers registering for this specific Program.
How to Require a Document
Select your target Program(s) on the Programs page and enter the editor.
Head to Enroll Form settings at the bottom left, locate Required Documents (toggle the setting to "on" if bulk editing), and choose your document.
Hit Save.
🔔 What your customer sees: Once registered, affected enrollees will see a prominent red banner anchored to the top of their Customer Portal containing direct links to download or upload the file.
Appending E-signature Documents
You can link liability waivers or policy agreements that require formal signatures. The system automatically emails these documents immediately upon successful checkout. (Learn how to create an E-signature Document first).
How to Attach E-Signature Files
Open your individual or group Program editor on the Programs page.
Click Enroll Form and navigate to E-signature Documents (switch the toggle on if updating multiple items). Choose your document from the list.
Click Save.
⏳ Follow-up Reminders: If an enrollee leaves the document unsigned, the platform sends automatic reminder emails after 3 days and 7 days. Automated nudges stop after day 7, but you can manually resend sign requests at any time.
Adding Terms & Conditions
Ensure customers agree to program-specific terms before finalizing their payment.
Navigate to the Programs page and enter the program editor (or use the multi-checkbox bulk tool).
Go to the Enroll Form (optional) menu section on the left.
Click into Terms and Conditions and check the box next to your desired ruleset (or toggle the option on if working in bulk).
Click Save.
Adding Enrollment Welcome Message
Deliver customized confirmation text directly to users upon checkout based on the program they picked.
Open your Program editor on the Programs page.
Scroll to the Enroll Form block and select your custom template under the Enrollment Welcome Message field (toggle on first if bulk-editing).
Click Save or Update.
Overriding Default Program Instructions
If you want to replace your standard checkout instructions with customized messaging tailored for a unique program, you can use the instructions override tool.
Open your Program editor from the Programs page.
Scroll down to the Enroll Form settings space.
Type your targeted message into the text box. Anything written here overrides your system's global default text. (Want to do this for a group of classes all at once? Check out our bulk program instructions guide).
