Skip to main content

​
Understanding Client Enrollments

Enrollments are how you assign training packages to your clients in Pawgress. When you enroll a client in a package, you’re creating a commitment that tracks the number of sessions, pricing, and progress for that specific training program. This guide will walk you through creating and managing client enrollments.
PrerequisitesBefore enrolling a client in a package, make sure you have:

​
Creating a New Enrollment

​
Step 1: Navigate to the Client Page

From your Clients page, find the client you want to enroll and click the “View Client” button next to their name. This will take you to their client profile page where you can manage their pets and enrollments. Client profile page overview

The client profile page shows their information, pets, and enrollments

​
Step 2: Select a Package

Scroll down to the “Create New Enrollment” section on the client page. Here you’ll see:
  1. A dropdown menu showing all your available training packages
  2. Click the dropdown to see the list of packages
  3. Select the package you want to enroll the client in
Only active packages that you’ve created will appear in this list. If you don’t see the package you’re looking for, make sure it’s marked as active in your packages settings.

​
Step 3: Review Enrollment Details

After selecting a package, click the “Create Enrollment” button. A confirmation dialog will appear showing you the enrollment details:
  • Package Name: The training package you selected
  • Client Name: The client being enrolled
  • Price: The total cost of the package
  • Sessions: The number of training sessions included
Take a moment to verify all the details are correct before proceeding.

​
Step 4: Confirm the Enrollment

If everything looks correct:
  1. Click the “Create Enrollment” button in the confirmation dialog
  2. The enrollment will be created with an “Active” status
  3. A success notification will appear
  4. The new enrollment will be added to the client’s enrollments list
What Happens After EnrollmentOnce you create an enrollment:
  • The enrollment appears in the “Enrollments” section with an Active status badge
  • You can now schedule training sessions that count against this enrollment
  • The system tracks how many sessions have been used vs. remaining
  • Both you and your client can see the enrollment details and progress

​
Managing Enrollments

​
Viewing Enrollment Details

To see more information about an enrollment:
  1. On the client page, scroll to the “Enrollments” section
  2. Find the enrollment you want to view
  3. Click the “View Details” button
The enrollment details page shows:
  • Client and package information
  • Total sessions and remaining sessions
  • Enrollment price
  • Creation and last updated dates
  • Current enrollment status (Active, Completed, or Cancelled)

​
Enrollment Status Badges

Each enrollment displays a status badge that indicates its current state:
  • Active: The enrollment is currently in progress and sessions can be scheduled
  • Completed: All sessions have been used or the enrollment has been marked as finished
  • Cancelled: The enrollment was cancelled before completion

​
Updating Session Count

If you need to add more sessions to an active enrollment:
  1. Navigate to the enrollment details page
  2. Click the “Update Sessions” button
  3. Enter the new total number of sessions
  4. Click “Update Sessions” to confirm
This is useful when clients purchase additional sessions or you need to make adjustments to the package.

​
Completing an Enrollment

When all sessions are finished or the training program is complete:
  1. Go to the enrollment details page
  2. Click the “Mark Completed” button
  3. Confirm the action in the dialog
  4. The enrollment status will change to “Completed”
If there are unused sessions remaining, you’ll receive a warning before completing the enrollment.

​
Cancelling an Enrollment

If you need to cancel an enrollment (for example, if a client discontinues training):
  1. Open the enrollment details page
  2. Click the “Cancel Enrollment” button
  3. Choose a refund option:
    • No Refund: Cancel without issuing a refund
    • Partial Refund: Refund based on remaining sessions (automatically calculated, but adjustable)
    • Full Refund: Refund the entire package price
  4. Review the refund amount and percentage
  5. Click the confirmation button to cancel with the selected refund option
Refund CalculationsWhen you select a partial refund, Pawgress automatically calculates the refund amount based on:
  • The number of remaining (unused) sessions
  • The total number of sessions in the package
  • The original enrollment price
You can adjust the suggested refund amount before confirming if needed for your specific situation.

​
Tracking Session Usage

The enrollment system automatically tracks session usage:
  • Each time you schedule and complete a session, it counts against the enrollment
  • The “Remaining” sessions counter updates automatically
  • You can see the current progress on the enrollment details page
  • When scheduling sessions, you can select which enrollment to use

​
Multiple Enrollments

Clients can have multiple active enrollments at the same time:
  • Each enrollment is tracked separately with its own session count
  • All enrollments are listed on the client page, sorted by most recent first
  • You can enroll the same client in different packages for different training needs
  • When scheduling sessions, you’ll choose which enrollment to apply the session to

​
Next Steps

Once you’ve enrolled a client in a package, you can:
  • Schedule training sessions that count against the enrollment
  • Track progress as sessions are completed
  • Create training reports to document the client’s progress
  • Monitor remaining sessions to plan for package renewals
Enrollments are a powerful way to organize your training packages and ensure both you and your clients have a clear understanding of the services being provided and their progress through the program.