How can I remove a client from an enrollment payment plan and add them to a new enrollment payment plan? | Walla Support Center

How can I remove a client from an enrollment payment plan and add them to a new enrollment payment plan?

First, you will need to remove the client from the enrollment:

1. From the Enrollment Schedule select View Roster

2. Select the three dots to the far right of the client's name

3. Choose Remove Client

4. Check the box No Refund

5. Note the balance due at the top of the pop-up

6. Select Remove Client

From the Enrollment Schedule select View Roster

Select the three dots to the far right of the client's name

Choose Remove Client

Check the box No Refund

Note the balance due at the top of the pop-up

Select Remove Client

You will need to adjust the enrollment price and the number of payments remaining under enrollment settings. Temporarily changing the price to set up the client with the new enrollment payment will not affect any previously purchased payments. If clients can sign up for your enrollment online, we suggest unchecking sell online from under the enrollment while setting the client up with the new payment schedule.

1. Select Enrollments from under Manage Services and Plans

2. Select the enrollment and choose the Pricing Tab

3. Choose the Edit pencil

4. Change the non-member/ member price for your enrollment to the current amount due and Save

5. Select the Payment Tab and choose Edit

6. Change the payment frequency to the number of payments remaining

   1. For example, if the client had two weekly payments remaining, change the payment frequency to two. When you add the client back to the enrollment you will have the option to choose when the client's first payment is.

7. After you change the payment frequency and remove the deposit if the client already paid the deposit, select Save

8. Select Buy and choose enrollment

9. Search the client's name and choose the enrollment

10. Choose Payment Plan and select continue

11. Choose the client's first installment date then complete the sale

Select Enrollments from under Manage Services and Plans

Select the enrollment and choose the Pricing Tab

Choose the Edit pencil

Change the non-member/ member price for your enrollment to the current amount due and Save

Select the Payment Tab and choose Edit

Change the payment frequency to the number of payments remaining

For example, if the client had two weekly payments remaining, change the payment frequency to two. When you add the client back to the enrollment you will have the option to choose when the client's first payment is.

After you change the payment frequency and remove the deposit if the client already paid the deposit, select Save

Select Buy and choose enrollment

Search the client's name and choose the enrollment

Choose Payment Plan and select continue

Choose the client's first installment date then complete the sale

Finally, you want to make sure you change back the enrollment pricing to the enrollment's original pricing

1. Select Enrollments from under Manage Services and Plans

2. Select the enrollment and choose the Pricing Tab

3. Choose the Edit pencil

4. Change the non-member/ member price back to the original payment amount due and Save

5. Select the Payment Tab and choose Edit

6. Change the payment frequency back to the original number of payments remaining and add back the deposit

7. Choose Save

Select Enrollments from under Manage Services and Plans

Select the enrollment and choose the Pricing Tab

Choose the Edit pencil

Change the non-member/ member price back to the original payment amount due and Save

Select the Payment Tab and choose Edit

Change the payment frequency back to the original number of payments remaining and add back the deposit

Choose Save