Approvals

Approvals
Approvals

Approvals are used to record pre-approved program financial aid. Modifiers are used for membership financial aid and other group discounting.
 

Add Approval

  1. Find or add a member. 
  2. Click Approvals.
  3. Click Add Approval.
  4. Select the approval for which the member qualifies from the drop-down list.
  5. Change the date range if needed.
  6. Click Save.
  7. Member will automatically receive the approved discount in the cart.

NOTE: Adding an approval does not impact existing registrations. However, approval must be given before a program is sold. A manual adjustment is required if an existing program needs to be discounted, but the approval is not in place.


Edit Approval

  1. Find member. 
  2. Click Approvals.
  3. Click the edit pencil on the approval being modified.
  4. Change the end date or other fields as needed.
  5. Click Save.