Configuring Portal Enrolment with Upfront Payments

Ensure your customers complete payments when enroling students into classes through the parent portal.

To begin, you'll need to integrate a Stripe account to accept online payments from your customers. You can follow this detailed guide on how to set up Stripe ➡️ Setting up online payments

Additionally, make sure to activate online enrolment for your classes. Refer to this guide for more information ➡️ Activate Online Class Enrolment

Next, enable upfront payments in your company settings. Here's how:

1. Click < to the right of Settings.
2. In the expanded menu click Company and then select Information.
3. In the Portal Class Enrolment section, turn on the option for Require Upfront Payment to Approve Enrolments.
4. Save your changes to confirm the setup.

Sending the Portal Registration Link

Once your portal is configured, share your portal registration link with new customers. You can easily copy this from Dashboard > My Portal.

Customer Registration Process

When a customer registers through the portal, they will:

1. Enter their details, add students, and accept your Terms and Conditions.
2. Upon logging in, click Enrol Now button and select the students to book classes for.
3. Choose the classes via Add to Enrolment List and click Confirm.
4. Review the booking on the confirmation page, and if needed, click Make Changes to update details.
5. Once satisfied, they can press Enrol.
6. Finally, customers are directed to the payment page, where they can pay using debit/credit card.

All payments will be processed through Stripe and transferred to your linked bank account. Stripe will automatically calculate the fees for each transaction. Please note that Stripe charges additional fees for processing payments, which are outlined here ➡️ Online Payment Fees Explained

By following these steps, you ensure a smooth and secure upfront payment process for your customers during the enrolment stage, providing peace of mind for both you and your clients. 👍