Director: Managing Tuition Plans

This article is for:

Directors
Only available on Premium + or Unlimited

Overview:

Need to edit a tuition plan? No problem! Learn how to make updates to existing tuition plans here.


Updating Details of a Tuition Plan

Select the dropdown arrow next to ”View”, and then select “Edit Plan”. You will now be able to edit the details of your tuition plan.

Removing Children from a Tuition Plan
You can add, view, and remove children from plans at any time from your Tuition Plans page.

#1: Select “Billing” in the left-hand menu
#2: Select “Tuition Plans” at the top of the Billing page

#3: Select the tuition plan category you wish to manage

#4: Select “View” on the appropriate tuition plan

#6: Select “+ Add Children to Smart plans

Any children that are actively on the plan will show up in teal. Select their name to remove them from the plan and hit Save at the bottom of the page.

*if a child is on an Individual Plan, first move them to a Custom Group Plan and remove using the method above

Turn Off or Delete a Tuition Plan

#1: Toggle to Custom Group Plans
#2: Select “View”

Select the dropdown arrow next to “Edit Tuition Plan” and turn off or delete the plan.

Turning off a plan will ensure that no child on the plan is invoiced

Deleting a tuition plan will remove all children from that plan.

*SMART and Individual Plans cannot be deleted, as SMART plans are tied to a classroom age range, and Individual Plans are tied to an active child.

Didn't see your question? Submit a request to our team and we'll get back to you right away!