> ## 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.

# Enrollments

> View and manage student enrollments, subscriptions, and payment-backed registrations.

<Info>
  **School-level feature** — managed within your school portal at `yourschool.deandesk.com`.
</Info>

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, search for specific students, cancel or reactivate subscriptions, view checkout form submissions, and export enrollment data.

Open **Finance → Enrollments** in the admin sidebar.

<Note>
  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.
</Note>

## Enrollment list

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

| Column           | What it shows                                                                            |
| ---------------- | ---------------------------------------------------------------------------------------- |
| **Order**        | Order reference number (e.g., ORD-12, SUB-34, PAY-56)                                    |
| **Subscriber**   | The student the enrollment is for — name and email                                       |
| **Payer**        | The person who paid — may differ from the subscriber (e.g., a parent paying for a child) |
| **Status**       | Current status: Active, Canceled, Ending Soon, Past Due, or Paid (one-time)              |
| **Price**        | Amount charged with billing interval (e.g., "\$150/month")                               |
| **Qty**          | Number of seats purchased                                                                |
| **Forms**        | Number of checkout form submissions (clickable to view)                                  |
| **Enrolled**     | Date the enrollment was created                                                          |
| **Next Billing** | Next charge date for subscriptions (highlights if within 7 days)                         |
| **Actions**      | Cancel, reactivate, or view details                                                      |

## Filtering and searching

### Product filter

Use the 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.

### Search

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

### 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

### User type filter

Filter by subscriber type:

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

## Enrollment statuses

| Status          | Meaning                                                                                 |
| --------------- | --------------------------------------------------------------------------------------- |
| **Active**      | Subscription is active and billing normally                                             |
| **Ending Soon** | Subscription is active but scheduled to cancel at the end of the current billing period |
| **Canceled**    | Subscription has been canceled                                                          |
| **Past Due**    | The most recent payment attempt failed                                                  |
| **Paid**        | One-time purchase that has been completed                                               |

## Cancel a subscription

<Steps>
  <Step title="Find the enrollment">
    Use the filters and search to locate the subscription you want to cancel.
  </Step>

  <Step title="Open the actions menu">
    Click the three-dot menu on the enrollment row.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

The student retains access through the end of their paid period. No prorated refund is issued automatically — issue a refund separately from the [Transactions](/finance/transactions) tab if needed.

### 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.

## Reactivate a subscription

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

<Steps>
  <Step title="Find the enrollment">
    Locate the enrollment with the **Ending Soon** status.
  </Step>

  <Step title="Open the actions menu">
    Click the three-dot menu.
  </Step>

  <Step title="Select Reactivate Subscription">
    Click **Reactivate Subscription**. The subscription resumes normal billing and the status changes back to **Active**.
  </Step>
</Steps>

## 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

## Statistics

Four statistics cards at the top of the page summarize the currently selected products:

| Metric                   | What it shows                                                     |
| ------------------------ | ----------------------------------------------------------------- |
| **Orders**               | Total number of enrollments matching current filters              |
| **Active Subscriptions** | Count of currently active subscriptions for the selected products |
| **Seats Purchased**      | Total seats across all filtered enrollments                       |
| **Stored Forms**         | Total checkout form submissions across all filtered enrollments   |

## 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, and user type filters are included.

<Tip>
  Use the CSV export for financial reconciliation, reporting to your board, or importing enrollment data into external accounting software.
</Tip>
