Maintain Cancellation Policies

The Maintain Cancellation Policies screen allows administrators to create a cancellation policy for instructor-led class sessions that have a cost. The cancellation policy can include refund and no-show rules. This cancellation policy can then be associated with specific class instances, and the user is required to agree with this policy before they are able to enroll in a class session.

To open the Maintain Cancellation Policies screen, go to Tools > Maintain Cancellation Policies in the Navigation Bar of the Administrator's Console.

Create a Cancellation Policy

To create a cancellation policy, click the New button in the top toolbar.  The Edit button can be used to make changes to an existing policy.

Description Tab

Enter a title for the cancellation policy. This title will appear in the drop-down list used to select which cancellation policy should be used for a class.

Enter the text of the cancellation policy. This is the text that the user will read and agree to when enrolling in a class that utilizes this cancellation policy.

Rules Tab

The Rules tab allows the administrator to set the financial rules for the cancellation policy.

Fill in all of the fields that apply. Options include:

No Show Fee
Enter the specific monetary amount that should be charged to all users who do not show up for the class.
Refund Rules
Enter the minimum number of days before a class begins that they can cancel. Enter the percentage amount of the total class cost that they will be refunded. Click Add. Multiple refund rules can be created for different day marks and percentages.

Click Save.

Related Links

Associating a Cancellation Policy with a Class

User View of Cancellation Policy