When you create a Program, you set up a few things that shape how the Program is presented in the Enroll Form. You also get to decide the cost of the Program. This cost is set up in what is called an "Enrollment Model." Enrollsy has three different types of Enrollment Models:
Simple - Allows for enrollment into a Program only. Class assignment is done by an Admin or Instructor with permission.
Days per Week - Allows enrollment into the specific day(s) of the week your rules allow for. Each Class in a Days per Week Program consists of the days of the week.
Classes - Allows Class selection to be made at the time of enrollment.
NOTE ABOUT EDITING A PROGRAM'S ENROLLMENT MODEL
Be careful when editing a Program's Enrollment Model. If there are any existing Payment Plans on that Program, they will no longer appear. If you MUST change an Enrollment Model, you will have to manually add back any existing Payment Plans.
Simple Enrollment Model
Simple Enrollment Model
The Simple Enrollment Model is great for quickly enrolling students into a Class, without the need to provide any additional options or selections.
The Simple Enrollment Model applies one price to all Class enrollments in the Program. It also assumes that Classes are not selected during enrollment, but an Admin or Instructor makes assignments post-enrollment. All Enrollees are assigned to the Unassigned list in this enrollment model.
One example of a Simple Enrollment Model Program would be a preschool. Most preschools don't let parents pick a specific Class or Instructor, although they may take requests. Parents enroll and pay, and then the Director makes the Class/Instructor assignment.
Enrollment is a straightforward process. All you need to do is fill out a form, click the enroll button, and you are done. All you have to include in the setup is the following:
When Program Runs
When the Program runs (days per week and/or specific dates, including a Holiday Calendar)
When Program Runs
When you create a Program, you set up a few things that shape how the Program is presented in the Enroll Form. You also get to decide the cost of the Program. There are three cost options when you create a Program with a Simple Enrollment Model:
Free
Choosing this means the Program has no cost. There is nothing else to enter.
Fixed Cost
Fixed Cost means there is a set cost at the time of enrollment, whether that cost is paid in full or over-scheduled or installment payments.
Subscription
Subscription cost is not known in full because it is a set amount due at a certain interval until canceled (hence, no pay-in-full options). However, you can create the following types of Subscription Payment Plans:
Annual
Monthly (or every 2, 3, up to 6 months)
Weekly (or every 2, 3, up to 6 weeks)
If the Subscription is weekly or monthly, you can set the first recurring payment to occur either one week/month later or on a specific day.
The Pricing that is typically used in the Simple Enrollment Model is Fixed Cost and includes the TOTAL cost for the entirety of the Program (start to finish), like such:
Total Program Cost/Charge Items
The Simple Enrollment Model applies one price to all enrollments in the Program. After selecting the Fixed Cost pricing model, you can set the Program's TOTAL cost for the entirety of the Program (from start to finish). Here is where you add Charge Items that correspond to each of your fees.
These fees can be optional or required at enrollment. They can also be included in Payment Plans or not. See this support article for instructions on how to create a new Charge Item.
Pay-in-Full/Payment Plans
Once you have all your costs added to the Program, you will see that Enrollsy generates a Pay-in-Full plan for you. The next step is to decide if you want to add Payment Plan(s), which you can learn more about in these articles:
You can add Payment Plans (payment events) and/or Proration (enrollees can specify start dates/first prorated date; you choose the Charge Items/fees to be prorated)
We've broken this enrollment down in the table below to help you understand the Pros and Cons, and also when to use this enrollment model. While the table below isn't exhaustive, it's fairly comprehensive and can serve as a guide.
Enrollment Model | Pros | Cons | When to Use |
Simple |
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Days per Week Enrollment Model
Days per Week Enrollment Model
The Days per Week Enrollment Model is a useful tool that allows you to customize enrollment in your Programs and Classes. This model offers more flexibility in terms of the days your students can register for.
Each Class in a Days per Week Program is designed to include the specific day(s) of the week you have chosen. For example, you might set up a Program to only include Mondays and Thursdays. Then, each Class in that Program would only involve Mondays and Thursdays. It applies pricing based on the number of selected days per week. It allows enrollment into the specific day(s) of the week your rules allow for. Each Class in a Days per Week Program comprises the days of the week.
A few examples of the Days per Week Enrollment Model include after-school programs and summer camps. Tuition is based on the number of days per week chosen at enrollment.
Note About Auto-Assigning to Classes
The only time the system will auto-assign an Enrollee to a Class in the Days per Week Enrollment Model is if these things are in play:
There is only one Class in the Program AND
The "Auto assign enrollments" setting is turned on on the My Company page.
Make sure you have created the following:
Enrollment Period(s) - See “About Enrollment Periods” for more information on Enrollment Periods.
Program Options - Learn more about Program Options.
To set up this model, you enter the following:
When the Program Runs
When the Program runs (days per week and/or specific dates, including a Holiday Calendar).
Program Costs
When you create a Program, you set up a few things that shape how the Program is presented in the Enroll Form. You also get to decide the cost of the Program. There are three cost options when you create a Program with a Days per Week Enrollment Model: Free, Fixed Cost, or Subscription. See the descriptions below:
Free
Choosing this means the Program has no cost. There is nothing else to enter.
Fixed Cost
Fixed Cost means there is a set cost at enrollment, whether that cost is paid in full or over-scheduled or installment payments.
Subscription
Subscription cost is not known in full because it is a set amount due at a specific interval until canceled (hence, no pay-in-full options). However, you can create an annual and monthly subscription, and each can have its unique costs.
Enrollment Parameters
The Days-per-week Enrollment Model applies pricing based on the number of days per week that are selected. After selecting the Days per Week Fixed Cost Model, you can set the enrollment parameters based on the minimum # of days someone can enroll to the maximum # of days.
Example:
If someone can enroll only two days out of three set the minimum at "2" and the maximum at “3”. Then put in your Tuition, First Tuition, and Last Tuition (even if all are the same).
Total Program Cost (Fixed Cost Only)
You can set the Program’s TOTAL cost of the entire Program (from start to finish). Here is where you add Charge Items that correspond to your fees.
The following are some examples of Charge Items you might have:
These fees can be optional or required at enrollment. They can also be included in Payment Plans or not. See this support article for instructions on creating a new Charge Item.
Once you have all your costs added to the Program, you will see that Enrollsy generates a Pay-in-Full plan for you.
The next step is to decide if you want to add Payment Plan(s), which you can learn more about here.
Payment Plans
Scheduled Payment Plan
This is best for Programs or Classes where the total price needs to be split up into payment events, which are amounts due on specific dates (amounts and dates are chosen by you). Learn more about creating this kind of payment plan here.
Installment Payment Plan
This is best for Programs or Classes where the total price needs to be invoiced upfront, and the balance gets paid down over time, regardless of attendance or consumption. Installments allow customers to pay off a balance, which is accrued in full at the time of enrollment. Learn more about creating this kind of payment plan here.
Subscription Payment Plan
This is best for Programs or Classes where the price of the Program/Class gets invoiced and paid on a fixed frequency that recurs from the date of enrollment until canceled (Monthly, weekly, etc.). Learn more about creating this kind of payment plan here.
Add Payment Plans (payment events) and/or Proration (enrollees can specify start dates (first prorated date); you choose the Charge Items/fees to be prorated).
Once you have configured your Days-per-Week enrollment model, you can easily manage and keep track of the days your students are enrolled. To learn more about setting up the Days per Week Enrollment Model and the benefits it offers, please view this support article: "About the Days per Week Enrollment Model."
We've broken this enrollment down in the table below to help you understand the Pros and Cons, and also when to use this enrollment model. While the table below isn't exhaustive, it's fairly comprehensive and can serve as a guide.
Enrollment Model | Pros | Cons | When to Use |
Days per Week |
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Classes Enrollment Model
Classes Enrollment Model
The Classes model is a great way to manage enrollment fees. It applies pricing based on Class(es) selection during enrollment or Class(es) assignment by an Admin User after enrollment. This can be incredibly helpful if you have multiple Classes of varying prices. Fees other than tuition can apply at either the Class or Program level, depending on the settings chosen. It's important to note that fees can be managed at both levels, so it's important to choose the setting that suits you best.
You can also decide if Enrollees can choose their own Classes and how those Classes are presented. If you want to give your Enrollees some choice but still maintain control, you can choose to assign Classes to them after enrollment. If users encounter issues where they cannot select specific classes or days during enrollment, ensure the program is set to the Classes Enrollment Model. Verify that series classes are properly created or duplicated based on the program's structure.
The Classes Enrollment Model applies pricing based on Class(es) selection during enrollment or Class(es) assignment by an Admin User after enrollment. Fees other than tuition can apply at the Class or Program level, depending on the settings selected.
Industries using this pricing model include various schools and universities, art and music schools, kids programs, and community & corporate training programs.
Make sure you have created the following:
Enrollment Period(s) - See "About Enrollment Periods" for more information on Enrollment Periods.
Program Options - Learn more about Program Options.
Once you have at least one Enrollment Period and have Program Options inside it, you are ready to create your Simple Model Program.
IMPORTANT: The option "Enrollees can pick their Class" will automatically be checked. Keep this box checked if you have pricing on the Program or Class. Unselecting this box will make the pricing NOT show on the Enroll Form.
Set up this model by entering the following information:
Class View
The Class views are:
List View (pick from one list)
*Multi-List View (pick from several labeled lists)
Week View (pick from a Week view calendar)
Month View (pick from a Month view calendar)
For the Multi-List View, you will also add Class Selection Lists where your Classes will be placed. (Select the dots and drag and drop the selection lists in the order you want them to appear).
Require a minimum or maximum number of Classes
If you require a minimum and/or maximum number of Classes at enrollment, enter those numbers here. You can also add optional instructions for selecting Classes here.
Program Cost Options
The following is a breakdown of each Program Cost option:
Free - This is an entirely free program (no costs associated). An example of a free Program is a state-funded preschool program.
Fixed Cost - Fixed Cost means a set cost at the time of enrollment, whether that cost is paid in full or in scheduled or installment payments. Examples of Fixed Cost Programs are summer camps and private lessons.
Subscription - Subscription is a set amount due at a specific interval until canceled (hence, no pay-in-full options). However, you can create an annual and monthly subscription, and each can have its unique costs. Examples of Subscription Programs are membership bundles and software subscriptions.
Pricing
Now you will need to choose between pricing per Class or pricing based on the number of credits.
Pricing Per Class - Per Class applies pricing based on each class's cost. For example, if the Enrollee decides to enroll in two Classes, each priced at $150, the total will be $300.
# of Credits - # of Credits applies pricing based on the number of credits enrolled. You define what a "credit" is and set the credit count for each Class.
Pricing - Per Class
Check the box if your Pricing is the same for each Class within that Program. If pricing is different, the pricing will be done on the Class level.
This step is where you enter your Program pricing. This is done in three ways:
Total Cost of each Class
Payment Plans
Program Enrollment Fees
1- Total Cost of each Class
1- Total Cost of each Class
Fixed Cost Only: If you have FREE or Subscription Pricing, skip this section.
The Total Cost of each Class is the cost of each Class for the duration of the enrollment period. Add the Charge Items that correspond to each of your fees. These fees can be optional or required at enrollment. They can also be included in Payment Plans or not.
For example, if you are running a Program in which the Classes have the same pricing, add a charge item of "Class Fee" or something like, say, $150 (total cost for the duration of the Class).
If you have a Registration Fee, add that under the Total Cost of each Class. Once you have all your Charge Items added to the Program, Enrollsy generates a Pay-in-full plan for you.
NOTE: Total Cost of each Class and/or Payment Plans will be done on the CLASS level if your pricing is different per Class!
2- Payment Plans
2- Payment Plans
The next step is to decide if you want to add Payment Plan(s). To add a Payment Plan, click the plus button. Learn more about the various Payment Plans here.
3- Program Enrollment Fees
3- Program Enrollment Fees
These are fees that apply at enrollment that pertain to the Program as a whole (not individual Classes). A registration fee is an example of a Program Enrollment Fee.
NOTE: The Program Enrollment Fees can apply even if your pricing is on the Class level.
Number (#) of Credits Pricing
Choose your Program Cost (see explanations above). Then you will need to add your Credits Categories and set the Enrollment Parameters.
Add Payment Plans (payment events) and/or Proration (enrollees can specify start dates (first prorated date); you choose the Charge Items/fees to be prorated).
We've broken this enrollment down in the table below to help you understand the Pros and Cons, and also when to use this enrollment model. While the table below isn't exhaustive, it's fairly comprehensive and can serve as a guide.
Credits Category
Credits Category
Next, you will need to set up your Credits Categories to start building your pricing. Click the +/- button to add these categories. Click the blue plus/minus button to put in your Label. Check the box beside the Credit Category to have it show.
Enrollment Parameters
Enrollment Parameters
Next, you will need to start building your pricing based on the number of credits enrolled in each credit category. Enter the number of minimum and maximum credits, then click the blue plus button with the outline to add each enrollment parameter.
Then enter the Program's Total Program Cost plus any Payment Plans. See the above sections for detailed descriptions of these. Click the blue plus/minus button to add or remove Charge Items.
Enrollment Model | Pros | Cons | When to Use |
Classes |
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