Fee Management

At each level, you have the option to set a default fee (or cost). However, fees must be manually applied to each participant at each level. This flexibility allows you to control when a participant will incur a fee.

For instance, some Schedules may have a non-refundable fee that is charged regardless of attendance, while others may only apply a fee when a participant actually attends a class or program. This way, you can tailor the fee structure to best suit your organization's needs and policies.

Adding Fees

To set a default fee for a specific level in the Schedule, follow these steps:

  1. Open the Schedule that you want to manage.

  2. Select the level (Enrollment, Session, Program, or Class) to which you want to add the default fee.

  3. Navigate to the "Settings" tab for that level.

  4. Look for the option labeled "Cost" and enter the desired amount for the default fee.

  5. After setting the default fee, click the "Save" button to apply the changes.

By setting a default fee for a level, it means that any new participants added to that level's roster will automatically have this fee associated with them. However, the fee will not be applied automatically to existing participants; you will need to manually apply the fee to each participant individually from the roster, as explained in the previous responses.

Applying Fees

As mentioned earlier, each level of the Schedule can have an associated fee, but fees will not be automatically applied to Participants on the Roster. Instead, every fee will be added as a line item on the Participant's Primary Invoice.

To add a fee to a participant, open the Roster in which you want to apply the fee. Then, click on the more icon for the specific Participant and select "Apply Fee."

A prompt will appear displaying the default fee from the current Schedule level. You can adjust this fee as needed and click "Apply Fee."

Once the fee is applied, the Participant's name will be marked with a red label, indicating that they have a fee applied to them, along with the amount of the fee. It also indicates that the Participant has a balance due for this fee.

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