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.