How do I create program options?Support Home
First, let's make sure we're comparing apples to apples. In our lingo, a Program typically has a name, schedule, and a time. While programs can vary dramatically in structure, they always organize Enrollees into distinct groupings (usually funneling down to price). Programs may also have a capacity indicating the total number of Enrollees they can accommodate. The word Program is also a label and can be changed to plans, trips, etc. Many Programs have Classes which can also have a capacity.
With this in mind, remember that Program Options act as a series of choices that funnel the person enrolling down to a final choice. Think of them as the means of presenting all your possible options to the customer without completely overwhelming them.
STEP 1: Get Organized
Think about your programs, classes, offerings, etc. It might be helpful to answer the following key questions before you begin:
- What do they have in common?
- How are they different?
- Are they offered on different days?
- Are they offered at different times?
- Does the person enrolling need to specify days and/or times?
- Do you let the person enrolling enroll all the way down to the final level (usually the class or group level) or do you have people enroll into programs more generally and then make class or group assignments?
- Do their selections determine specific pricing and fees?
- How do you currently name your programs?
Essentially, what you're trying to do is identify all the choices someone would need to make before they can complete enrollment. Once you've done that, your next job is to organize these choices into categories or options, with names. When you create the different options available within each category, you're not worried about matching them up yet. You're simply listing all the possible options within each category that are available to choose.
STEP 2: Create Program Options
When you're ready to start adding Program Options in Enrollsy, simply open the Programs tab in the My Company settings and click the blue circle with the white cog icon in it. Then type in the name of your first Program Option.
Once you've added a Program Option, you can now start creating the choices within it. It's important to note that as of this writing, the choices you add are sorted and presented to the customer alphanumerically, so if you want to control order, the best way is to use a numbering system.
Please note that while you can add as many Program Options as you'd like, the more layers you have, the more complex everything is, so try your best to categorize and order your programs carefully before you get started. If you don't get the order just right as you add the options, you can drag the white square for each Program Option using the 6 dots in the upper left corner to reorder them. The order you have these Program Options in is the order in which they will be presented to your customers (from left to right).
Remember, when you create the different options available within each category, you're not worried about matching them up yet. You're simply listing all the possible options within each category that are available to choose.
Below are a few examples that will hopefully help you think through your use-case.
Preschool and Child Care
Step 3: Visualize these options together
At this point, you should have a fairly good idea how this all fits together. If you're going through this as part of our series for creating programs, you understand how these options are presented to the customer. If you missed the first part of this series, you can access it here.
In summary, your Program Options might follow one of the templates above, or they might be completely different. Remember that just because someone makes a choice from the first set of Program Options, that doesn't mean they get presented with all the choices in the subsequent Program Option(s). That concept is what we will cover in the next part, where we answer the question: I've added all my Program Options, now how do I create a Program?
Enrollsy works for companies in around 11 different industries, many of which have very unique setups. Do your best to follow the steps in this article, and if you need additional help, please contact us using the form below or through the chat bubble in Enrollsy.