Envibe: How to set up Payment Plans for Courses

Envibe: How to set up Payment Plans for Courses

Question

How do I configure Payment Plans?


Answer

Payment Plans are configured in Envibe to dictate how a customer will be paying for their sessions and overall enrolment.

There are three options for Payment Plans:

Continuous Ongoing


The courses module houses the functionality to operate seamlessly with Continuous Ongoing payment (Direct Debit)
  1. Functionality to credit/bulk credit enrolees where necessary
  1. Ability to apply shutdown periods to allow for holidays/breaks between courses. A shutdown puts all debits plans on hold for a configurable timeframe. When a shutdown is due to end, each enrolment will resume. This minimises the burden of administrative tasks of re-enrolling students each term.
  1. Gives you the ability to progress students to the next level whenever they are competent and ready, therefore removing the need for other students remaining on waitlist until the following term. This has proven to increase utilisation and retention.

Fixed Term Debit


Envibe also supports Fixed Terms enrolments that are paid weekly/fortnightly/monthly/4 weekly via Direct Debit instalments
  1. Crediting/bulk crediting enrolees where necessary
  1. Fixed Term Debit enrolments will incur the administrative obligation of re-enrolling students each term

Fixed Term Upfront


Envibe supports Fixed Term enrolments that are paid in full upfront. E.g. Holiday programs/term based/season based

  1. Fixed Term Upfront enrolments will incur the administrative obligation of re-enrolling students each term

Note: Although Continuous Top Up shows up as an option, it is not available as a current functionality


To create a new Payment Plan:

1.  Launch COURSES
2.  Select Management
3.  Select Payment Plans
4.  Click New
5.  Name Course Program. E.g. Learn to Swim
6.  Click SAVE

      Note: Fixed Term Debit and Fixed Term Upfront can be added to one Course to create a Hybrid payment option for customers





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