Customer Support

How do I add an Add-On as an Admin to an existing Enrollment?

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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.
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