Customer scholarships

Granting a scholarship to a customer

Customer scholarships are special discount grants that customers can use when they enroll in specific activities. You can apply a scholarship to multiple activities, programs or memberships.

If a customer has more than one valid scholarship, the first one attached to the customer record is used before any others.

For complete descriptions of the options in a section, click the section name below.

Choose one of the following:

Go to Administration > Population Settings > Customers.
Go to Front Desk > Population > Customers.

Search for and select the customer that you want to receive the scholarship.
On the Customer Account Functions page, click Customer Scholarships.
Choose one of the following:

To grant a new scholarship to this customer, in the Received Scholarships section, click Add New.
1. In the Scholarship Information section, select the scholarship Name.
2. If a family scholarship is selected, under the Eligible Family Members section, all family members are checked by default. Uncheck any family members to be excluded from the family scholarship.
3. In the Award Details section, select an Award Type, enter the Amount of the customer's scholarship (if applicable) and the Start and Expiration Dates that specify when the scholarship can be used.
4. To set awards and scholarships for the qualifying activities, programs, memberships and products for a specific customer's scholarship, select Enable Custom Qualifications? in the Customize Award Qualifications for Customer section.
5. Specify the percentage or amount distributions for scholarships, if applicable.
6. Click Save.
To modify an existing customer scholarship that has already been granted, in the Received Scholarships section, click the Name of the scholarship that you want to modify.
1. In the Scholarship Information section, select the scholarship Name.
2. If a family scholarship is selected, under the Eligible Family Members section, all family members are checked by default. Uncheck any family members to be excluded from the family scholarship.
3. In the Award Details section, select an Award Type, enter the Amount of the customer's scholarship (if applicable) and the Start and Expiration Dates that specify when the scholarship can be used.
4. To set awards and scholarships for the qualifying activities, programs, memberships and products for a specific customer's scholarship, select Enable Custom Qualifications? in the Customize Award Qualifications for Customer section.
5. Specify the percentage or amount distributions for scholarships, if applicable.
6. Click Save.
To apply for a new scholarship, in the View Scholarships Application section, click Add New.
To modify an existing scholarship application, in the View Scholarships Application section, click the Name of the scholarship to view.
To view the original application for a scholarship that has already been granted, in the Received Scholarships section, click View Application for the scholarship.

Note: The third, fourth, and fifth options above are only available if your organization has selected the Enhanced Scholarship Process option on the Financial Configuration page.

Granting a scholarship to a customer

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