Lessons: Prorate class fees
Admin Level - Superuser or Lesson Admin - Full Access
Prorating allows an Account who signs up late to pay the class fee for only the remaining classes.
- You may factor in no-class days if desired.
- It ONLY affects the Class Fee, not registration fees.
- Multi-student discounts, multi-class discounts, and coupons are applied to the prorated fee.
One-time fee classes
Price per class = class fee divided by total number of classes, including any no-class days (even if you prorate on them).
Prorated fee = price per class multiplied by number of remaining classes (can include no-class days).
Ongoing monthly fee classes
Price per class = monthly class fee divided by total number of classes in a month, including any no-class days (even if you prorate on them).
Prorated fee = price per class multiplied by number of remaining classes in current month (can include no-class days).
Suppose we have a two month class that meets Thursdays with a Class Fee of $200.00.
The Class setup looks like this:
In the above example there are nine total classes. So $200/9 = $22.22 per class (we are rounding off, but SwimOffice includes fractions of a cent in its calculations).
If a person registers on Nov. 12, there would be seven classes left. $22.22 * 7 = $155.54 prorated class fee.
Note we set Nov. 23 as a No Class Day. If we set Prorate on "No Class Days" to Yes, then the initial class fee will be $200/9 * 8 classes = $177.78. If again a person signs up on Nov. 12, there would be six classes left. $200/9 * 6 = $133.33 prorated class fee.
When Charge Class Fee Monthly is set to Yes, it will charge $200 each month on the 1st. So in November it's $200/5 = $40 per class, whereas in December it's $200/4 = $50/class.
If we prorate on no-class days, in Nov. it will normally charge $200/5 * 4 = $160. If a person signs up on Nov. 12, there would be two classes left, so they would get charged $40 * 2 = $80, but in Dec. they would get charged the full $200.00. If they leave a class in the middle of the month and want a partial refund, you will need to manually refund that portion if you choose.One important note is that our prorating is generally designed for those who sign up late. If a monthly class ends in the middle of the month and you don’t want to charge the entire month, do the following.
- Set the Class End date to the last day of the month, NOT the last class date.
- Set Prorate Class Fee to Yes.
- Set Prorate on "No Class Days" to Yes.
- Add No Class Days for the dates you will not meet the rest of the month.