What you will get
Confidence that the next enrollment will go all the way through — contract signed, charge issued, money landing in the account. Twelve quick checks, and most of them are just opening a screen and looking.
Do this round once, unhurried, before the first paying student.
The school is configured
1. Is the school's name right? It goes on contracts and emails. Settings.
2. Is the currency right? The most important check on the list, because fixing it once charges exist is laborious. Settings.
3. Is the timezone right? It is what decides when an installment falls due.
4. Does the Student Portal address open? Paste it in a new tab and see the login screen with your school's name.
The money has somewhere to go
5. Is the payment account connected? Integrations › Payment Gateway.
Without it, no charge goes out.
6. Are the payment methods you plan to use available? If you sell by instant transfer, confirm the option appears.
What you sell is registered
7. Is there at least one academic offering? Academic › Academic Offerings.
8. Is there a cohort for the student to join? Students › Cohorts.
9. Is the price table built and correct? Contracts › Financial Plans. Amount, number of installments and due day — read it as if you were the family.
The contract is ready
10. Is there a contract template? Contracts › Contract Templates. If you charge with a signed contract, this one is mandatory.
11. Has someone read the template end to end? Especially the penalty and cancellation clauses — they turn into real charges further down the line.
The dress rehearsal
12. Run a test enrollment with an invented student. Go all the way to the charge being issued, open the portal as if you were the student, then cancel the enrollment.
It is the only check that tests everything together, and the one that prevents the most surprises.
How to tell it worked
In the test enrollment, three things happen without you doing anything else: the contract is generated for signing, the installments panel is born filled in, and the first installment's charge can be issued. If all three happened, the school is ready.
If something goes wrong
The course or price table list is empty on the enrollment screen. Item 7 or 9 is missing. Go back and create them before carrying on.
The charge is not issued in the test enrollment. Almost always item 5, the payment account. The red message at the top of the screen says why.
I cannot delete the test enrollment. Enrollments are not deleted, they are cancelled. Use a name that makes it obvious it is a test, so nobody is confused later.
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