Use Enrollsy's proration feature to automatically adjust tuition and Class fees when a customer enrolls mid-Program. Proration calculates the cost based on the Enrollee's selected start date and, optionally, any dates excluded on your Holiday Calendar. Before setting up proration, review the requirements below to make sure your Program is configured correctly.
Before You Begin — Proration Requirements
Important: All of the following must be in place for proration to work correctly. Review each item before configuring the Prorating section in your Program.
Payment plan compatibility — Proration works with Pay-in-Full, Scheduled Payment Plans, and Subscription Payment Plans.
Program run dates or Class dates — Your Enrollment Model must indicate when the Program runs. If pricing is set on the Class level, make sure the Class dates are entered.
Holiday Calendar (if applicable) — If you want to exclude holidays or breaks from the proration calculation, create or update your Holiday Calendar before enabling proration.
Prorating section — Charge Items — In the Program or Class editor, the Prorating section must include the Charge Items you want to prorate (e.g., Tuition). These Charge Items must match those listed in your pricing on the Program or Class.
Scheduled Payment Plans — manual pricing required — If you are using a Scheduled Payment Plan, the default "Divide total cost equally" setting will NOT work with proration. Change the setting to "Manually set pricing" and enter your Charge Items and amounts.
Test before going live — Run a test enrollment to verify your settings produce the correct prorated amount. (See the Test Enrollment section below.)
How Proration Works — By Payment Plan Type
Proration behaves differently depending on which payment plan type your Enrollment Model uses. Review the section that applies to your setup.
Watch the video below for a full walkthrough of how proration works in Enrollsy, then follow the step-by-step setup guide below.
Scheduled Payment Plans
With a Scheduled Payment Plan, flat fees (enrollment fee, material fee, etc.) are collected at enrollment. The remaining tuition is prorated based on the Enrollee's start date and split across the remaining scheduled payment events.
Customers can choose between two options at checkout:
Pay in Full
The Customer pays the full prorated cost upfront in a single payment at enrollment — no scheduled payments.
How it's calculated: Total Program tuition is divided by the total number of Classes to get a per-Class cost. The number of Classes missed before the Enrollee's start date is multiplied by that per-Class cost and subtracted from the tuition total. Flat fees due at enrollment are then added back.
Example:
Total tuition for 10 Classes: $25,450 → $2,545 per Class
Enrollee missed 9 Classes → subtract $22,905 from tuition total (9 x $2,545)
Add enrollment fee ($100) + material fee ($50) → Total due at enrollment: $2,695
Payment Plan
The Customer pays flat fees upfront and the remaining prorated tuition is spread across the scheduled payment events.
How it's calculated:
Upfront fees: Enrollment fee and material fee are due at enrollment.
Prorated tuition for fully missed months: If all Classes in a month fall before the Enrollee's start date, no tuition is collected for that month.
Prorated partial months: If the Enrollee missed some Classes in a month (e.g., 4 of the month's Classes at $2,545/Class), those are subtracted from the regular monthly amount: $2,800 − ($2,545 × 4) = $17,820 due for that payment event. Flat fees are added back to reach the total ($32,820).
Remaining payments: All subsequent payment events follow the normal scheduled amount.
Key consideration: The cost of service is split equally across the months of the Program, but the number of Classes per month may vary. Proration is applied whenever the Classes attended in a month differ from the standard schedule.
Example: If four Classes were missed in August but the Customer attended the last two, the payment is adjusted to reflect only the cost of those two Classes attended.
Subscription Payment Plan
With a Subscription Payment Plan, proration is triggered when you select the "on a specific day" billing option. When selected, Enrollsy automatically prorates the current week or month for the Enrollee.
Note: In this model, Enrollees cannot select their own start date. Proration begins from the day they enroll.
Two proration types are available depending on your billing cycle:
Weekly proration — Prorates the current week at enrollment.
Monthly proration — Prorates the current month at enrollment.
Example: If you run subscriptions for a service that bills on the first of each month, a Customer who enrolls mid-month is only charged for the remaining days of that month. Their next full billing cycle begins the following month. You can also configure the subscription to start on a specific day (e.g., the next Monday) following enrollment.
Step 1 — Configure Program Dates & Holiday Calendar
Before enabling proration, confirm that your Program's run dates are set correctly. Open the Program editor and update the "When does this Program run?" section under the Enrollment Model.
If you want to exclude holidays or school breaks from the proration calculation, set up your Holiday Calendar. Any dates added to the Holiday Calendar are excluded from the total Class count used in the proration formula.
Step 2 — Enable Proration in the Program Editor
Open the Program editor from the Programs page. Make sure you have completed all requirements in the Before You Begin section, then follow the steps below.
Step 2a - Change Proration to "Will"
Scroll to the Pricing > Prorating section. In the statement "Enrollment into this Program ___ be prorated," change the dropdown from "will not" to "will."
Step 2b - Choose Enrollment Window
Select how many days from enrollment the Enrollee can choose as their start date. Options range from "same or next day" to "up to 30 days out."
For example, if you select "same or next day," the Enrollee can only choose today or tomorrow as their first Class date. This controls how far in the future they can project their start.
Step 2c - Select Charge Items to Prorate
Choose the Charge Items you want to prorate (e.g., Tuition, Class Fee).
Important: The Charge Items selected here must match the Charge Items listed in your Program or Class pricing. A mismatch will cause proration to calculate incorrectly.
To preview how proration will calculate for your specific setup, click "View calculation example." A window will open showing a scenario based on your current settings.
When finished, click Save or Update.
NOTE: Note: Prorated prices are not visible in the admin portal's Program settings. To verify your setup, you must test the enroll form. See the Test Enrollment section below.
What the Customer Sees
When a Customer enrolls after a Program or Class has started — or after a Scheduled Payment Plan payment event has passed — they will be prompted to select their desired start date on the Enroll Form. The date they choose determines their prorated amount.
On the payment screen, the original Program cost is crossed out and replaced with the prorated amount for each available payment plan.
How the Start Date Works
If the Enrollee selects a start date, that date is used for proration. It is included in the enrollment confirmation email and on the enrollment record.
If the Enrollee does not select a start date, the system defaults to the next Class date.
Note on Start Date Visibility
The start date field only appears on the Enroll Form when the Program or Class dates are set in the past. If the dates are in the future (e.g., during testing), the field will not show. To test: temporarily set the Program or Class start date to a date in the past so the field appears.
As a workaround, you can set the date to a past date and add all the days between that past start date and the actual first Class date to the Holiday Calendar so they are excluded from the proration calculation.
Payment begins at enrollment — regardless of the selected start date. The logic is that the Enrollee is reserving their spot in the Program starting from the day they enroll.
Important: The start date currently only appears in the enrollment confirmation email — it is not surfaced elsewhere in the admin portal. Make sure you are receiving copies of enrollment confirmation emails. Learn more about enrollment confirmation emails.
Test Your Proration Setup
Always run a test enrollment before making your Program live. A test enrollment is the only way to confirm that your proration settings produce the correct amount for Customers.
To test:
Go to the Programs page and click the pencil icon on your Program.
Under Pricing, scroll to Prorating and confirm "will" is selected.
Click "View calculation example" to preview the math.
Use the Enroll Form link (My Company > Enroll Form link) in an incognito/private browser window to simulate the Customer experience and confirm the prorated price displays correctly.
Learn how to test your Enroll Form links.
Reminder: If your Program or Class dates are in the future, the start date field will not appear on the Enroll Form during testing. Temporarily set the Program or Class date to a date in the past so the start date field shows and proration is triggered.