Checkout (Quick Enrol)

What if the person trying to enrol doesn’t already exist in the system?

A contact record can be easily created through the checkout by typing in the new students name, then selecting the “Create new student” option. You may want to collect more data from the student if you need more information than just a name. Don’t forget to save the new student record.

Can you enrol multiple people into a class at the same time?

Yes, multiple people can be enrolled at the same time in the checkout. Simply type the other students' names in the “Find contact” bar and select them. However, there can only be one payer for any given transaction.

How do you set up payment plans through the checkout?

Complete a quick enrol up until the point of payment
Go to the payments plan section
Input how much they will be paying in the first instalment, and select the date of that payment
Input the date of the second payment

A longer payment plan can be added by going directly to the invoice after creation and manually creating one