Set up an Individual Plan in 2 easy steps!
An Individual Plan is for a single child who doesn't fit into a SMART Plan or Custom Group Plan.
Note: The individual tuition plan can only be set up as Fixed Rate, Single Cost. If a child needs to be set up with a different type of plan, please visit us HERE for how to create a custom plan.
Step 1: Find the child
Head over to your billing dashboard by clicking on the "$" in the blue bar. Then, you'll want to click on "Children" to pull up a list of all of your kiddos.
Using the search bar, find the child you're looking to create an individual tuition plan for. Click on the "Add Tuition Plan" button on the right.
Step 2: Enroll a child in an Individual Plan
After you've clicked on "Add Tuition Plan", you'll see this window appear. Click on the "Choose Tuition Plan" drop-down menu.
From the drop-down menu, click on "Create Individual Plan for Child".
Fill out the individual plan as needed. Click the green save button when you're all done!
You're all set up!
Now that the child is set up with a tuition plan, the system will automatically generate an invoice on the start of your designated billing cycle. Click "send all ready invoices" under the "Invoices" tab at the end of your billing cycle and the invoices will be emailed out to parents.