Add New Program

⚠️ The "Programs", "Enrollment v2" and "Agreements" Workspace Modules need to be enabled beforehand.

Programs represent the activities a School offers, such as sports, arts, or other extracurricular classes. Each Program belongs to a specific School and is scheduled within a Session, which defines the timeframe during which the activity takes place.

⚠️ Before adding New Program it is required to preliminary add the program template, program type, program category, program session and sections.

To Add a New Program

1. Select a School.
   Open 'Programs' → 'Schools' left sidebar navigation item using the "Organizational Account".
   Here you can see a school list: a compilation of schools that have been added under the Organizational Account.
   
   Fig. 1. Schools List

   Related User Guide:
   How To Add A School

2. Select the Session.
   Click the 'Sessions' button in the context menu of a particular School. Alternatively, click on the School name link.
   
   Fig. 2. School Session

3. Select "Programs"
   To open the Programs page , click the 'Programs' button in the context menu of a particular Session. Alternatively, click on the "Session" name link.
   
   Fig. 3. Heading to the Programs page

   Programs page includes:
   - Programs list: The compilation of Programs that have been added under the Session.
   - 'Assign' button: Allows you to add a New Program.
   - “Columns” button helps to set up which programs’ information to display on the aggregated programs page for quick reference.
   - “Manage Program” actions: each Program in the list can be marked completed, edited or removed.
   
   Fig. 4. 'Programs' Page

   Additionally, by clicking context menu button on the right to the Program, you can access:
   - the program pricing list
   - program subscriptions list
   - manage program classes
   - track program Events and Logs
   - Program agreements
   
   Fig. 5. Programs Options

   Related User Guidelines:
   Configure Billing for Programs

   Program Subscriptions

   Adding New Program Classes

   Program Agreements

4. To add a New Program, click 'Assign' button, and then fill in all required fields in the opened 'Assign' window:

   - Name
   The name of the program or activity.
   - Template
   A predefined template used to quickly create a program with default settings (if the template is selected, all the fields will be pre-filled according to the template, but the information can be edited.)
   - Start Date
   The date when the program begins.
   - End Date
   The date when the program ends.
   - Sections
   The sections or groups included in this program.
   - Type
   Helps clasify the program by type: Before/After Care, Class, Course, etc.
   - Allowed Payer (student, parent, any, etc.)
   Specifies who is allowed to pay for the program.
   - Duration (session, 1-year, ongoing, etc.)
   Indicates how long the program runs.
   - Categories (Art, Boxing, English, etc.)
   Helps classify the program by subject or activity type.
   - Description
   Information to be displayed in the Success window once registration to the program is complete by parents.
   - No Class Dates
   Dates when classes will not take place.
   - Enrollment Capacity
   The maximum number of participants allowed to enroll.

5. Click “Assign”.

Related User Guidelines:
Program Templates