Manually Enrolling Members

1. Go to Daily Operations > Enrolments > Add Enrolment.

2. Enter the Enrolment Data:

• Member/Participant: Select the name of the member/participant. Select the plus (+) to add a new member/participant.

• Enrolment Type: Choose from the following:

Course

Pay As You Go (Individual Session)

Program

• Course/Program: The name of the course/program for which the member/participant is registering.

• Activity: The name of the activity for which the member/participant is registering. This field will be automatically filled based on the course/program selected.

• Session: Select the session that the member/participant would like to register for.

• Permission for Photos: Select Yes or No

• Price Level: Select the Price Level to determine how much the member/participant will pay for the course.

• Amount Due ($): How much the participant will need to pay.

3. After entering the enrolment data, select Submit.

Step 2: Add transaction

After creating the enrolment, you will need to add a payment for the sessions.

1. Scroll until you see the Transactions information, then select + Add Transaction.

2. As the enrolment was created manually, the following details will be automatically entered:

3. Add the Payment Details.

• Amount: How much the member is paying

• Paid Date: When did the member pay.

• Payment Method: How did the member pay.

• Payment Reference: Information that can be used to recognise the payment.

• Reconciled: Select this option if the amount is fully paid.

• Accountant Reference: Information for the accountant to verify the payment.

4. After completing the payment details, select Submit.