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School-level feature — managed within your school portal at yourschool.deandesk.com.

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Video walkthrough

This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.
Screenshots use fictional Northstar demo data. Payment and integration screens illustrate the demo setup; no live transactions or connections are shown. 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 one or more products and pricing plans, search for specific students, cancel or reactivate subscriptions, transfer a program enrollment, view checkout form submissions, and export enrollment data. Open Finance → Enrollments in the admin sidebar. Use Refresh to reload the list and Export to download it.
Buyers can purchase multiple products in a single cart checkout, so one order can produce several enrollments — you may see the same order reference across multiple rows.

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Enrollment list

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

Northstar demo — Enrollments

Open full-size screenshot

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Filtering and searching

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Product filter

Use the Select Product selector at the top of the page to choose which products to view. It’s a checkbox list — check one product, several, or use Select all to view enrollments across every product at once. All other filters and the statistics apply to the combined set of selected products. Until you select a product, the list stays empty. 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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Pricing plans filter

Use Pricing Plans to narrow the list to one or more prices of the selected products. It shows All pricing plans by default and is available once you select at least one product.

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Enrollment statuses

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Cancel a subscription

1

Find the enrollment

Use the filters and search to locate the subscription you want to cancel.
2

Open the actions menu

Click the three-dot menu on the enrollment row.
3

Select Cancel Subscription

Click Cancel Subscription. The subscription will continue through the end of the current billing period and then stop. The status changes to Ending soon.
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 Finance → Stripe and, in the Customer Subscription Cancellation card, turn 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.
1

Find the enrollment

Locate the enrollment with the Ending soon status.
2

Open the actions menu

Click the three-dot menu.
3

Select Reactivate Subscription

Click Reactivate Subscription. The subscription resumes normal billing and the status changes back to Active.

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Transfer an enrollment

Admins can move a program or tuition purchase to a different program. Transfer enrollment appears in the actions menu for program and tuition enrollments.
1

Open the transfer dialog

Click the three-dot menu on the enrollment row and select Transfer enrollment.
2

Choose the destination

Select the Destination program and Destination payment plan.
3

Decide how prior payments carry over

Under Prior payment credit, choose Apply all net payments, Apply a custom amount / manual proration, or Do not carry over payments. Then choose where the credit applies (Apply credit to) and what happens if the credit is more than the destination total (If credit exceeds the destination total): keep the excess as payer account credit or refund it to the original payments.
4

Choose course access

Under Old program course access, choose Keep existing courses and rosters or Withdraw from old-only courses, programs, and rosters. Shared courses, completed coursework, and access through other purchases or rosters are always preserved.
5

Preview and confirm

Click Preview transfer to review the amounts, payment schedule, and enrollment changes. Check the acknowledgement box, then click Confirm transfer.
Transfers take effect immediately. Billing on the old program is canceled, and the payer’s saved payment method is used for any amounts due.

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View enrollment details

Click View Details from the actions menu (or click the forms count in the Forms column) to open Enrollment Details:
  • Subscriber Information — name, email, type (adult or child)
  • Payer Information — name and email of the person who paid
  • Purchase Details — product, order reference, subscription or payment ID, purchase type (one-time or subscription), status, price paid, billing interval, quantity, start date, and current billing period
  • Checkout Forms — 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

Once you select at least one product, four statistics cards summarize the enrollments matching your current filters:

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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 products, status, user type, and pricing plan filters are included.
Use the CSV export for financial reconciliation, reporting to your board, or importing enrollment data into external accounting software.

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Program attendees

Open Finance → Programs for Program attendees, a view with one row per purchased program spot. This is separate from account enrollment and eligibility: a purchaser may buy for themselves, a child, or someone else, and an older purchase may have no recorded attendee name. Filter by program and attendee type, or search by attendee, purchaser, program, or order. The summary shows Purchased spots, Named attendees, Someone else, and Not recorded for the selected program scope. Open an order to inspect the spots associated with that purchase. Click Export CSV to export the currently filtered attendee rows. Review purchase status when preparing an attendance list; this view also includes canceled purchase records.

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Change billing details

Use Subscriptions for recurring price changes, quantity, coupons, payment methods, proration, and cancellation dates. Enrollment records describe the purchase and participant; the Subscriptions tab provides the broader billing controls.