Tuition Agreement Step

Summary

The Tuition Agreement Step is used in the admissions process to add a Tuition Package (fee + payment plan + optional discount) and enroll students in autopay (Stripe Integration required). In the Tuition Agreement Step, a student will see the tuition total, select a payment plan option that outlines their payment schedule, including any discount that is associated with their payment plan option (optional) and if autopay is enabled, provide a credit card that will be used for autopay drafting. If autopay is enabled, each installment due date will serve as the autopay draft date. Each cohort/school year whose admissions process is using the Tuition Agreement Step will have a tuition package selected on the cohort/school year configuration page, so multiple cohorts/school years using the same admissions process can have their own associated fees, discounts, and payment plans used when applicants reach the Tuition Agreement Step. 

Menu Location

Video Walkthrough

• Current process for applying tuition in the admissions process
• Creating a new Tuition Package
• Linking that Tuition Package to the appropriate cohort/school year
• Creating a Tuition Agreement step in the admissions process
• Disabling autopay for an individual student

Create a Tuition Package

To utilize the Tuition Agreement Step, you will first need to create a Tuition Package. From the Advanced menu, select Tuition Packages from the Finances card and complete these steps:

1

Click the Create New button

2

Enter a name for your tuition package

3

Select which tuition fee item will be applied for the cohort/school year(s) who will utilize this tuition package

4

Select the payment plan you would like to make available to students in the cohort/school year(s)

5

Select a discount to associate with the payment plan (optional)

6

Repeat steps 4 and 5 if you'd like to make multiple payment plan options available to students of the cohort/school year(s)

7

Click Save

8

Repeat this process for as many tuition packages are needed

Add a Tuition Package to a Cohort/School Year

Next, you need to ensure that anyone who applies to a cohort/school year will have the correct Tuition Package available to them in the Tuition Agreement Step. To do so, complete these steps for each cohort/school year:

1

Click Cohort/School Year in the staff menu under School

2

Click the edit button for the cohort/school year to which you would like to link your Tuition Package

3

Select the appropriate Tuition Package from the dropdown menu in the Finances block

4

Click Save

Create a Tuition Agreement Step

Lastly, you need to create your new Tuition Agreement step in the admissions process. From the Advanced menu, select Admissions Processes from the Admissions card and complete these steps: 

1

Click Manage Steps for the admissions process

2

Click Create New   

3

Select Tuition Agreement

4

Enable the step and enter the step number

5

Review the default text preloaded in the step and adjust as necessary for your school's practices

6

Check Autopay by Default if you would like to require autopay from all students who complete the Tuition Agreement step (currently only available for schools using Stripe as their payment gateway in Align)

7

Add a display rule to the step for the current date and time if you would like to have the step display only to those who apply in the future

8

Click Save

Note: If you previously had an automation enabled that applied tuition fees to students, disable that automation to avoid having duplicate fees added to their account.