Applying a scholarship after a customer has already enrolled

You can apply a scholarship to a customer enrollment even if the customer has already enrolled in an activity and paid for it. Once you modify the enrollment and apply the scholarship, you will be able to refund the customer all or part of the amount that was paid.

 

First, make sure the scholarship is assigned to the activity that the customer is enrolled in

Apply the scholarship to the customer

    1. Go to Front Desk > Population menu > Customers.

    2. Search for and select the customer that you want to apply a scholarship to.

    3. On the Customer Account Functions page, click Customer Scholarships.

    4. Add the applicable scholarship.

    5. On the Change Customer Scholarship Award page, in the Amount box, enter the amount awarded.

    6. In the Customize Award Qualifications for customer section, select Enable Custom Qualifications.

    7. Select the Activity to use the scholarship for.

    8. Enter an Amount or a Percentage.

    9. Note: To indicate how much of the activity fees can be discounted using the scholarship, enter a percentage. To indicate how much of the total awarded amount (see step 5 above) can be applied towards the activity fees, enter an amount.

    10. Save the customer scholarship.

Modify the enrollment to include the scholarship

    1. Go to Front Desk > Modify Enrollment.

    2. Search for and select the receipt for the activity enrollment that you want to apply the scholarship to.

    3. Note: If you are modifying a private lesson enrollment, then in the Private Lessons Booking for -- private lesson section, select Force Edit Fees on Submit and Submit Changes.

    4. In the Modify Fees section, the scholarship that you applied should appear. Select it and the transaction amounts should automatically update.

    5. Submit changes to the fees and set up a refund, if necessary.

Related topics

Configuring scholarships

Granting a scholarship to a customer

Adding or modifying an activity scholarship