New Enrollment

New Enrollment – Finance (Studio Operations)

In this article, we’ll walk through the New Enrollment section located under Studio Operations → Finance and explain how to enroll members or trials directly from the system.

The Key Steps

1. Navigate to New Enrollment

Click the Studio Operations tab in the left-hand navigation menu.

Then:

• Click Finance
• Click New Enrollment

This section allows you to enroll someone standing in front of you.

2. Choose Enrollment Type

At the top, select whether you are enrolling:

• A Membership
• A Trial

Membership Enrollment

3. Select a Membership

Choose the membership from the list of available options.

You can also:

• Choose whether to Send the Agreement for signature

4. Add Purchaser Information

You can choose:

• Existing Contact (search and select from your system)
• New Customer (enter first name, last name, email, phone)

If the purchaser is also the participant:

• Click the toggle to use the same information

If the purchaser is signing up a dependent:

• Enter separate participant details

5. Add Multiple Participants (Family Enrollment)

You can add multiple participants under one enrollment.

Each participant:

• Receives their own membership
• Is linked within a family unit
• Shares the same purchaser (if applicable)

This is helpful for:

• Siblings
• Family memberships

If one participant later cancels, the others remain active without disrupting billing.

6. Enter Payment Information

Choose a payment method:

• Credit Card
• ACH
• Cash (for in-person payments)

You can:

• Enter payment details manually
• Send a secure payment link via email for them to complete
  (Note: Some Stripe configurations may require secure link entry instead of manual entry.)

7. Review Pricing & Adjustments

On the right-hand side, you will see:

• Down Payment
• Recurring Amount
• Credit Card Fee
• Platform Fee
• Total Due Today

You can:

• Apply a Coupon Code
• Adjust pricing for this specific enrollment

As you add participants, the totals update automatically.

You can also review:

• Payment Schedule
• Billing Start Date
• End Date (if applicable)

Trial Enrollment

8. Select a Trial

If enrolling a trial, you can:

• Choose the Trial
• Set Start Date
• Set End Date
• Select Agreement (if required)

9. Add Purchaser & Participant

Just like memberships, you can:

• Select an existing contact
• Add a new contact
• Add multiple participants if needed

You can also include:

• Internal notes (saved to the contact profile)

10. Complete the Enrollment

Review all details on the right-hand side.

Once everything is confirmed:

• Process payment (if applicable)
• Complete enrollment

The system will:

• Create or update the contact(s)
• Attach the membership or trial
• Apply billing settings
• Send agreements (if enabled)

The New Enrollment section is designed for quick, front-desk signups and family enrollments, keeping everything organized and properly linked in your system.

If you have any questions about the New Enrollment process, please reach out to the Market Muscles Support Team.