Open the Bundling Module Under Your Tree

Agenda Why Packaging? Package Types Creating "parent" and “child” courses Fee Setup for each type Package registration process Package cancellation process Package reporting

NOTE: Packaging is an Add-On Packaging Module is: $ 1,695 To check if you have it: Help/ About Student Manager Show Optional Modules

Why Packaging? Why?? Offer packages that save students money On Web: ensure that student gets enrolled in all courses in package. Easier registration Increased sales Why?? To automate enrollment, improve retention build brand loyalty, simplify certificate program registration and MAKE MONEY! ! !

Package Types Type 1: fee is for the entire set of courses in the package (no fees on individual courses) Type 2: a discount on each course when purchasing the package

Package Types All package fees are set up on the "parent" course A package rate is set up on each "child" course

This is important! Think through package courses before entering anything in Student Manager. The old "Measure Twice, Cut Once" applies (consult your tech/help guide PRN)

The Case for Package 1 Where you might have many optional fees, (that may or may not apply) Where payments may be complicated/convoluted (Paying on Payment Plan, Third Party billings, Scholarships, etc) Where the focus is on the “Program” not the classes (Professional program: Dental Assistant, CNA, Phlebotomy Assistant, etc) You may choose to report “Mother Course” or the “Child Courses”

Examples: Package 1

The Case for Package 2 More about the classes .. (than the “Program”) Opportunity to focus on groups of existing courses (Re-Packaging existing Courses) Offer Discounts for buying multiple classes May be used to bundle Courses in a “ Certificate” The “Mother Course” is a “Trojan Course” does not “really” exist. Just holds the child courses together.

TIP!!! Regardless of bundling type, set a default package registration fee description in Registration Preferences .

Examples: Package 2

Package "Parent" Course Select the appropriate package type When you save the course, the Package Courses button becomes available. This is where you add the "child" courses.

In this example, students pay $525.00 for the package of courses. Package Fees – Type 1 All fees are set up on the "parent course. In this example, students pay $525.00 for the package of courses.

Package Fees – Type 1 A $0.00 package rate is added to each "child" course. This fee will be assessed to the course when a student enrolls in the package. The Fee Description should be the one you set up in Registration Preferences.

Package Fees – Type 2 Type 2 – no fees are set up on the "parent course (all fees will be set up on the "child" courses).

Package Fees – Type 2 The package rate is set up on each "child" course with the amount students will pay for the course.. In this example, students are assessed the Package Rate when enrolling in the package.

Important!!! Fees MUST be set up on courses BEFORE assigning the "child" courses to the "parent" course.

Adding "Child" Courses Open the package course and click the Package Courses button.

Adding "Child" Courses Hit ADD, you’ll get the Course Lookup where you select the course.

Adding "Child" Course Select the fee. This should be the package rate fee you already set up. Click the Done button to assign it as a child course.

Continue these steps until you have added all "child" courses. Adding "Child" Courses The course is added to the list. Continue these steps until you have added all "child" courses.

Registering Students Enroll the student in the "parent" course and they will be auto-enrolled in all the "child" courses.

Registering Students Package Type 1 - the student is also enrolled in the "parent" course, where are the fees are assessed. INCLUDES Mother

Registering Students Package Type 2 – the student is not enrolled in the "parent" course. The package rate is assessed to each course in the package. NO Mother

Cancelling Package Registration Type 1 – go to the "parent" course to cancel the package. During the cancellation process, you'll be asked if you want to cancel the "child" courses too.

Cancelling Package Registration Type 2 – "child" courses must be individually cancelled.

Package Reporting Special Course Packaging Reporting Area

Package Reporting You can use the PACKAGES() report function to display a list of Child courses in the course package. Will work in ANY report that has a Course Number in it.

But There is MORE ! ! ! Course Packaging Module ALSO INCLUDES Support for Bo/Go Promotions

Bo/Go Feature Promote multiple purchases of courses Buy NN number of classes (within a Group) and get NN % discount on the NN+1 class. Can scope (use Grouping Code) Only one BoGo group of courses at a time. Mainly an ACEweb thing. (SM does NOT autosupport this). SM Help.. Has a great section on “How To”

Don’t have Course Packaging Module? Get with Sharon Sharon@aceware.com 785-537-2937 X 238 (We’ll even offer a 90 Day free trial )

Questions?

What's Next? Stay tuned for information on the next ACEware webinar. We’re waiting to review Census Surveys… and we’ll review those to pick 2018 Topics