---
title: Select a Payment Plan on Behalf of Parent
description: How to find enrollments without a payment plan selected, and select it on behalf of the parent(s).
---

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November 9, 2026

# Select a Payment Plan on Behalf of Parent

<https://www.loom.com/share/218b6241e99c440a8dcfcb053cb80eac>

<https://www.loom.com/share/218b6241e99c440a8dcfcb053cb80eac>[![](https://cdn.loom.com/sessions/thumbnails/218b6241e99c440a8dcfcb053cb80eac-8164159fe8f9ac48-full-play.gif)](https://www.loom.com/share/218b6241e99c440a8dcfcb053cb80eac)

Video walkthrough

---

### Further Reading

As outlined in [this article](https://support.tuiopay.com/e.-how-to-create-a-payment-plan?hsLang=en), when Auto enroll students is enabled for the program, students whose parents have not selected a plan are enrolled in the default plan 7 days after the enrollment notification. Check the program setting before relying on this behavior. However, if you only offer **one** payment plan, or you already know a specific parent’s choice, you can assign the plan on their behalf.

---

### **1. Find Parents Without a Payment Plan**

- If you know the exact parent or student, type their name into the search bar.
- Otherwise, in the **Enrollments** tab, apply the filter:  
  **Payment Plan → None**  
  This will display all enrollments without a current payment plan selection.

---

### **2. Assign the Payment Plan**

Once you’ve identified the families:

- Assign plans **individually** by clicking the 3 dots to the right of each enrollment to **Set payment plan & discount**, or
- Use **bulk actions** to assign plans to multiple families at once. 
    - Select the checkboxes for the desired enrollments, then choose **Actions \> Set Payment Plan & Discount**

### Review the plan and notify parents

Follow the **Plan, Discounts, Order, Review** and **Result** steps. TUIO explains any enrollment it cannot update. Bulk setup skips enrollments already on a plan.

On **Result**, review the enrollments updated, invoices created and any skipped reasons. Choose **Notify parents of enrollment** if needed, then select **Done** to send the notifications.

For the full workflow, see [How to Set Payment Plan, Apply a Discount or Custom Pricing](https://support.tuiopay.com/b.-how-to-set-payment-plan-apply-a-discount-or-custom-pricing?hsLang=en).

![Result showing an updated enrollment and the optional Notify parents of enrollment checkbox.](https://support.tuiopay.com/hs-fs/hubfs/payment-plan-result-2026-11-09.jpg?width=670&name=payment-plan-result-2026-11-09.jpg)

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