Summary

A Group Class is a series of training classes with set dates. When you enroll a customer, they can pay for the whole series up front with a package. If you enroll them over the phone, you can take payment by phone. You can also charge the class to their account with the Check Out With No Payment button at checkout. Gingr adds the balance due to the customer's account, so they can pay when they arrive. This article shows you how to enroll a pet and take payment.

Before You Begin

• You must set up Group Classes first. See Set Up a Group Class.
• For customers to enroll in a Group Class from the Customer Portal, turn on the Show on Customer Side setting.
• To require customers to buy packages before enrollment requests reach the business side, turn on the Should Customer Purchase Package in Portal? setting in the Group Class settings.

Steps

1. Go to Left-hand Navigation: Reservations » Group Classes.

   

2. Select Future or Current Classes.

   

3. Type to Select Pet(s). You can select one or more pets from the same owner.

   

4. Select Enroll Now.
5. Confirm the enrollment details. For an open enrollment class, select the dates the pet will attend on the calendar.
6. Select Enroll in Class! Gingr takes you to the Cart to complete payment.

   Notice: If the group class has no package, Gingr does not take you to the cart to complete enrollment and take payment. Customers pay after each session.

7. Select $ Check Out With Payment.

   

8. Select a Payment Method, then select Complete Checkout to finish enrollment. Gingr adds the group class package to the customer's profile and creates a reservation for each session on the animal's profile. It also adds the animal to the list of enrollees on the group classes page.

To add the class balance to the customer's account instead, select Check Out With No Payment. For example, use this when you enroll a customer over the phone and they plan to pay in person later.

Related Articles

• Group Class Enrollment Topic Outline
• Un-Enroll a Pet in a Group Class How-To
• Enrollment Requests from the Customer Portal Reference