Learn how to manage enrollments effortlessly, from deactivation to deletion and cancelation, ensuring a smooth scheduling experience.
Deactivate an Enrollment
Follow these steps to deactivate an enrollment:
From the navigation menu, select Enrollments
Select the three dots on the top right of the enrollment tile
Choose Deactivate
Selecting deactivate will prevent the enrollment from being scheduled. It does not affect clients who are already enrolled or have payment plans.
Delete an Enrollment
You will need to cancel any scheduled enrollment series at each location before you can delete the entire enrollment.
Follow these steps to delete an enrollment:
From the navigation menu, select Enrollments
Select the three dots on the top right of the enrollment tile
Choose Delete
Delete an Enrollment Series
Cancelling the enrollment will cancel all days and remove clients from the enrollment. You will also have the option to issue a refund to clients that have booked.
Follow these steps to delete an enrollment series:
From the navigation menu, select Enrollments
Choose Go on the tile of the enrollment series you want to edit
Select the three dots on the top right of a an enrollment series tile
Choose Cancel Enrollment. A pop up will appear to confirm the cancellation
Cancel a One Day of an Enrollment Series
If you need to cancel multiple days you will need to cancel each individual day. When an individual instance is canceled clients are not sent email notifications.
Follow these steps to cancel one day of an enrollment series:
From the navigation menu, select Enrollments
Choose Go on the tile of the enrollment series you want to edit
Select Manage Schedule
Select an enrollment instance from the schedule
Choose Cancel
Select Only this instance to only cancel a single day or select The entire enrollment to cancel the entire enrollment
Before confirming the cancelation select Show instance as canceled on front-desk and widget schedules or select Hide instance from client schedules