Enabling Employers to Enroll Students

Introduction: This document provides instructions on configuring a class to allow employers to enroll their staff, bypassing the payment process.

Once an employer enrolls their staff, they (the employer) will be responsible for any outstanding balances, not the individual students.

 

Step 1: Enable the Bypass Option in the Class

1.1. From the dashboard, locate and click on the "Class & Service" icon.

1.2. Identify the class you wish to configure for employer enrollment and click the green "edit" button on the right side of the class listing.

1.3. Scroll down to the middle of the page and locate the checkbox labeled "Bypass payment and allow pay later option for employers only." Check this box.

1.4. Scroll to the bottom of the page and click on the "Update" button to save your changes.

 

 

Step 2: Copy the Employer HTML Code to Your Website

To enable employers to create profiles and enroll their staff, you must copy the employer HTML code to your website.

This code will facilitate the enrollment process without immediate payment. Employers will have an outstanding balance on their profiles, which you can invoice later.

Follow these steps to locate the employer code:

2.1. To extend the menu, Click on the "System Settings" tab.
2.2. Find and click on the "Account Settings" link within the extended menu.
2.3. Navigate to the right side of the screen and click on the "Connecting" link.


2.4. Select the "Just the link" option and scroll down the page.
2.5. Copy the code under the "Employer" section.

 

 

Conclusion: By following the steps outlined in this document, you will enable employers to enroll their staff in specific classes,

allowing them to bypass immediate payment and handle any outstanding balances later.

This functionality simplifies the enrollment process for employers and ensures a smooth administrative workflow.

 

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