This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.
Further Reading
As outlined in this article, parents are automatically enrolled in a default payment plan 7 days after receiving a student enrollment notification. 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
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If you know the exact parent or student, type their name into the search bar.
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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:
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Assign plans individually by clicking the 3 dots to the right of each enrollment to Set payment plan & discount, or
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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