A calculated fee is a Charge Item with a per-unit price that Enrollees can adjust at enrollment. For example, if T-shirts cost $10 each, an Account Holder enrolling two children can request two shirts, four shirts, or however many they need — Enrollsy multiplies the price automatically and shows the total on the Enroll Form. Enrollees can also update the quantity themselves before completing enrollment.
Calculated fees work well for anything sold by the unit, such as T-shirts, yearbooks, meal plans, or equipment rentals.
Part 1: Create the Calculated Charge Item
Follow these steps to set up a Charge Item that calculates its price based on quantity.
Step 1 — Add a New Charge Item
Go to the Items tab on your My Company page. Click the blue plus icon in the top right corner of the Charge Items section and enter a label for your item (for example, "T-shirt").
Step 2 — Turn on Quantity
In the Item settings, check the box for "When purchasing this item, quantity can be specified" under Quantity. This is also where you choose whether the fee is Required or Optional at enrollment — required fees are automatically added to every enrollment, while optional fees must be selected by the Enrollee.
Step 3 — Save the Charge Item
Click Save to finish creating the Charge Item. It's now ready to be added to a Program.
Part 2: Add the Charge Item to a Program
A Charge Item isn't visible to Enrollees until it's attached to at least one Program.
You will now need to add the calculated Charge Item to one or more Programs. Follow these steps.
Step 4 — Open the Program
Go to the Programs tab on your My Company page. Click the pencil icon on the Program you want to update, or select multiple Programs and click the Bulk Update button to apply the fee to several Programs at once.
Step 5 — Add the Charge Item to Pricing
In the Program editor, scroll to the Pricing section and find Program Enrollment Fees. Click the +/- icon to open the list of available Charge Items (these are also called Enrollment Fees once linked to a Program).
Select your new item from the list and enter the per-unit price — for example, $10.00 per T-shirt.
Step 6 — Save the Program
Click Save to apply the change. Repeat these steps for any other Programs that should offer this item.
What Enrollees See on the Enroll Form
Once saved, the fee appears on the Enroll Form alongside any other fees, starting at a quantity of 1. If the fee is Required, it's automatically checked and can't be removed. If it's Optional, the Enrollee checks the box to add it, then edits the quantity field to match what they need — Enrollsy recalculates the total instantly.
Tip: Good to know: you can add more than one calculated Charge Item to the same Program — just repeat Step 5 for each additional item you want to offer.