The Enrollment Tab is divided into two main sections:
Service Plan:
The service plan section is divided into two sub sections: Service Plan Configuration and Scheduled Payments. In order to schedule a payment, you must first:
Select a service plan (Mandatory)
Enter the Program Length (Mandatory)
Enter the first payment date (Mandatory)
Add the frequency and occurrence (If applies).
Enter the recurring start date (If applies)
Once all the information is ready, click on ‘Save Changes’ to schedule the payments.
The payments are then scheduled based on the information provided under the service type. The number of payments is generated alongside the dates of these payments, indicating Service Fee, Sentry Down Payment, Sentry Monthly Fee, Gateway Setup Fee, Gateway Transaction Fee, and Savings.
Payment method
It is a crucial aspect of the enrollment process, indicating how applicants will finance the program they are joining. Logixx CRM simplifies this process by offering multiple payment options and allowing payment processing and tracking. This feature not only ensures convenience but also streamlines the entire enrollment process.
Once a payment method is processed, it becomes the default option.
This section is now easier to access thanks to the quick-access icon in the Overview/ Details
Note:
It's essential to remember that only one payment method can be active and added at the same time. If any changes are needed, click the "Edit" button and make the required updates. If you want to delete a payment method, click on the "Delete" button.
Adding a Payment Method
To add a payment method, follow these steps:
Click the ‘Add’ button.
Fill in the requested information in the pop-up window.
Click ‘Save’.
After adding a payment method, the 'Add' button will no longer be available.