Enrollments

Documentation Index

Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt

Use this file to discover all available pages before exploring further.

The Enrollments tab gives you a single view of every student who has purchased a product — whether through a recurring subscription or a one-time payment. You can filter by product, search for specific students, cancel or reactivate subscriptions, view checkout form submissions, and export enrollment data. Open Finance → Enrollments in the admin sidebar.

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Enrollment list

The enrollment list displays one row per purchase with the following columns:

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Filtering and searching

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Product filter

Select a product from the dropdown at the top of the page to view only enrollments for that product. The first product is selected by default.

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Search

Search across subscriber name, payer name, email, order reference, or subscription ID. The search applies to the currently loaded data.

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Status filter

Filter by enrollment status:

• All Statuses — show everything
• Active — currently active subscriptions (default)
• Canceled — canceled subscriptions
• Past Due — subscriptions with a failed payment

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User type filter

Filter by subscriber type:

• All Types — everyone
• Adults — adult student accounts
• Children — child accounts (where a parent is the payer)

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Enrollment statuses

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Cancel a subscription

The student retains access through the end of their paid period. No prorated refund is issued automatically — issue a refund separately from the Transactions tab if needed.

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Restricting early cancellation of finite plans

For limited-billing plans (e.g. “12 monthly payments”), you can prevent students and families from cancelling before the plan completes. Go to Admin Dashboard → Stripe Configuration and toggle Allow customers to cancel finite subscriptions early off. When this is off:

• Students see Contact the school office to change this finite payment plan on their subscription tab instead of a Cancel button
• Admins can still cancel finite subscriptions from the Enrollments tab on the student’s behalf

Recurring subscriptions without a payment cycle limit are unaffected by this toggle — they can always be cancelled by the customer.

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Reactivate a subscription

If a subscription is pending cancellation (status: Ending Soon), you can reverse the cancellation.

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View enrollment details

Click View Details from the actions menu to see the full enrollment record:

• Subscriber information — name, email, type (adult or child)
• Payer information — name and email of the person who paid
• Purchase details — order reference, subscription or payment ID, type (one-time or subscription), status, price, billing interval, quantity, start date, and current billing period
• Checkout form submissions — if the product requires a checkout form, each participant’s form submission is listed with a link to view the full response

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Statistics

When a product is selected, four statistics cards appear at the top of the page:

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Export to CSV

Click the Export button to download enrollment data as a CSV file. The export includes:

• Order reference, subscription ID, and payment ID
• Product name, purchase type, and status
• Subscriber and payer names, emails, and types
• Price, currency, billing interval, and dates
• Checkout form responses (one column per form question)

The export respects your current filters — only the enrollments matching your selected status and user type filters are included.