Get started with letting your customers enrol their students to classes through the portal
Activating this feature means that once a customer has registered and logged into the portal, they will be able to see the classes you offer, and can enrol onto them.
To enable this feature, follow the steps below 🙌
- Click
<
to the right ofSettings
- In the expanded menu click
Company
and then onInformation
- You can then update the 'Portal Class Enrolment' options to whichever option you prefer:
- Disabled - the online enrolment is disabled for all classes
- Manual Approve Enrolments - an admin or staff member will be able to approve or reject enrolments for classes.
- Automatically Approve Enrolments - the student is automatically approved for the selected classes
- Require Upfront Payment To Approve Enrolments - if you have Stripe enabled on your account customers will be required to pay the required price for the classes they choose to enrol into. Once payment is confirmed the enrolment is approved
Select
the option you would like to enable.- Click on
Save
to update changes.
Please note that these settings will effect all classes on your Class Manager account, you will need to decide what classes are enabled or disabled.
Once this has been activated, you can decide which of your classes you would like to opt into this feature. Follow the steps outlined here ➡️ Activate your specific classes for online enrolment on the portal
How to disable
If you want to completely disable portal enrolments or just for specific classes, here's how:
To disable completely:
- Go to
Settings
>Company
>Information
. - Update the 'Portal Class Enrolment' option and select
Disabled
.
To disable for specific classes:
- Go to
Classes
>View All
. - Choose the relevant season you wish to update.
- Use the checkboxes on the left to select the classes you want to disable.
- After selecting the desired classes, click on
Group Actions
, then chooseDisable Portal Enrolment
from the dropdown menu.
Once these have been enabled, the red crosses on the side of the table will turn to green ticks, so you will know that these classes are now active on the portal. This means the classes are searchable and bookable through the parent portal.