How to add an Add-On to an existing Enrollment:

• Go to Customers > Account Management > Search.
• Look up desired customer.
• Select desired Customer's name from the search results to go to their Account Overview.
• From the Account Overview page, click the Place Order button to place an order.
• Click the Add Add-On button.
  • Note: This Add Add-On Process can only be used to add Add-Ons to existing Enrollments. Go to Programs > Configurations > Buy Items/Add-Ons to make any edits.
• For Enrollee, use the drop down to select desired Enrollee.
• For Enrollment, use the drop down to select the desired Enrollment.
• For Add-On, use the drop down to select desired Add-On.
• For Option and Option 2, use the drop down to select desired Options.
• For Text, enter desired Text into the field.
  • Note: Not Applicable means the Add On was not set up to require those fields. Go to Programs > Configurations > Buy Items/Add-Ons to make any edits.
• Click the Add button.
• Click the Checkout button to go to final step.