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A Group Class is a series of training classes with pre-set dates. When you enroll a customer, they can optionally pay for the entire series of classes upfront using a package. If you enroll them over the phone, you can either take payment over the phone, or you can charge the class to their account by selecting the Check Out With No Payment button at checkout. The balance due will be added to the customer's account, so they can pay when they arrive in person. In this article, you will learn how to view group classes, enroll customers, and take payment.
Before You Begin
- Before using Group Classes, you will need to configure them. Follow the steps to Set Up a Group Class.
- To allow a customer to enroll in a Group Class from the Customer Portal, you must have the Show on Customer Side setting turned on.
- If you wish to require packages to be purchased before enrollment requests come through to the business side, then the "Should Customer Purchase Package in Portal?" setting will need to be enabled in the Group Class settings.
Enroll a Pet in a Group Class
- Navigate to Left-hand Navigation: Reservations » Group Classes.
- Select from Future or Current Classes.
- Type to Select Pet(s): you can select one or more pets from the same owner.
- Click the Enroll Now button.
- Confirm enrollment details.
- Select Enroll in Class! You will be navigated to the Cart to complete payment.
- If the class you are enrolling is an open enrollment class, you will select the dates the pet will attend on this screen by clicking them on the calendar.
Notice: If your group class is not associated to a package, you will not be navigated to the cart to complete enrollment and take payment. Instead, customers will pay after each session.
- If the class you are enrolling is an open enrollment class, you will select the dates the pet will attend on this screen by clicking them on the calendar.
- Select $ Check Out With Payment.
- Select a Payment Method and then Complete Checkout to complete enrollment.
- This action adds the package for the group class to the customers profile and creates reservations for each session of the Group Class on the animals profile. It will also add the animal to the list of enrollee's on the group classes page.
- This action adds the package for the group class to the customers profile and creates reservations for each session of the Group Class on the animals profile. It will also add the animal to the list of enrollee's on the group classes page.
- You may select Check Out With No Payment to add the class balance to the customer's account if, for example, you are enrolling them over the phone and the customer plans to pay in person later.
- Select a Payment Method and then Complete Checkout to complete enrollment.
Related Resources
- Group Class Enrollment Topic Outline
- Un-Enroll a Pet in a Group Class How-To
- Enrollment Requests from the Customer Portal Reference
- Enable Enrollment Request Notifications How-To
- Enroll in Group Classes from Customer Portal 2.0 How-To
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