Adding children to a Tuition Plan

After the tuition plans are created, you can start adding your kiddos to tuition plans. The instructions below is recommended if you need to add a tuition plan for only a few children.

#1: Select 'Billing' on the left-hand menu.
#2: Select 'Children' at the top of the Billing page.
#3: Filter for kids without tuition plans or with tuition plans if you need to update (you can also use the 'Search' bar).
#4: Click on 'Add Tuition Plan'.
#5: Check the 'Enroll in Smart Billing' if applicable or open the 'Choose Tuition Plan' drop-down menu to select other option.
#6: Click 'Save'.

The method below is best when adding multiple children to a tuition plan.

#1: Select 'Billing' on the left-hand menu.
#2: Select 'Tuition Plans' at the top of the Billing page.
#3: Select the type of tuition plan you'd like to add the children to.
#4: Click on 'View'.
#5: Scroll the page down and click on '+ Add Children To Plan'.
#6: Any children that can be added this plan will show up in grey. Click on their name to add them to the plan (blue means they're selected) or to remove them (grey means they're not selected).
#7: Click on 'Save'.

The instructions below are to add children to Individual Plans.

#1: Click on the 'Children' tab.
#2: Click on the 'Add Tuition Plan' if the child doesn't have one. If they have another plan, click on the name.
#3: Open the drop-down menu and select 'Create Individual Plan for Child'.
#4: Fill out the details or your tuition plan.
#5: Click on 'Save'.

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