The word used for the person being enrolled, e.g. Learner, Participant or Delegate.

Default: Student

The word used for the person or organisation paying for the enrolment.

Default: Payer

The word used for the price of a course, e.g. Cost, Price or Investment.

Default: Fee

The word used for a course, e.g. Program, Qualification or Training.

Default: Course

The word used for a specific scheduled offering of a course, e.g. Class, Session or Intake.

Default: Course Instance

The word used in place of “Enrolling”, e.g. Registering or Booking.

Default: Enrolling

The word used in place of “Enrol”, e.g. Register or Book.

Default: Enrol

The word used in place of “Enrolment”, e.g. Registration or Booking.

Default: Enrolment

The label on the payment method selector, where the student chooses how they will pay.

Default: Payment Method

The text on the final button when the student chooses to be invoiced.

Default: Enrol and Send Invoice

The text on the final button when the student pays by credit card.

Default: Pay and Enrol

The text on the final button for a tentative enrolment (a booking that is held but not yet confirmed).

Default: Enrol Tentatively

The text on the final button when the student chooses direct debit. This changes the label only; the form does not process the direct debit itself.

Default: Enrol ( Direct Debit )

The name of the EZYPAY payment plan option in the payment method selector.

Default: Payment Plan

The name of the eWAY shared payment page option in the payment method selector, and the text on its final button.

Default: Pay and Enrol

The name of the invoice option in the payment method selector.

Default: Send Invoice

The name of the credit card option in the payment method selector.

Default: Credit Card

The name of the tentative enrolment option in the payment method selector.

Default: Tentative Enrolment

The name of the direct debit option in the payment method selector. This changes the label only; the form does not process the direct debit itself.

Default: Direct Debit

An internal name to help you identify this form configuration. It is for your reference only and does not appear on the form.

Default: Blank

Deprecated: only used by the Debitsuccess payment method, which is no longer supported. It was used with Debitsuccess payment plans: when the payer is under 18, the form asks them to return a signed guarantor form to Debitsuccess or to this address. If left blank, only the Debitsuccess address is shown.

Default: Blank

Positions the step menu either to the left of the form or across the top. Options: Left, Top. On narrow screens (under about 600 pixels wide, e.g. phones) the menu moves to the top automatically.

Default: Left

Applies one of the built-in visual styles to the form. Options: Standard-Navy, Minimal - NewIcons, Minimal - flat, Fresh.

Default: Minimal - NewIcons

The URL of your own stylesheet. When set, it replaces the built-in Stylesheet entirely rather than adding to it, so it needs to style the whole form.

Default: Blank

When a field label is wider than normal, shrinks its font size to stop it wrapping onto a second line.

Default: Adjust Labels

Sets the icon shown against required steps in the step menu: a tick (Use Complete Icon) or the standard required icon (Use Required Icon).

Default: Use Complete Icon

Sets the placeholder text in drop-down fields before a value is chosen. Use Display Name shows the field’s name (e.g. “Gender” or “Select Gender”); Use Select shows a generic “Select” prompt.

Default: Use Select

Yes: removes the new user option from the User Login step, so only people with an existing user account can log in and continue. No: new users can also create a contact on the User Login step.

Default: No

Creates a user account (login) when a new contact is created through the User Login step, using their email address as the username.

Default: No

Checks whether a contact with the same email address already exists. If one is found, the person is sent a resumption email so they can continue the enrolment under their existing record, but cannot move past the Login step on the form. Helps prevent duplicate contacts.

Default: No

Works with Validate On Create. Allow Closing shows the “Existing Record Found” message as an alert the person can close. Prevent Closing shows it as a pop-up that can’t be dismissed, so they must use the emailed link to continue.

Default: Allow Closing

Extra text added below the “Existing Record Found” message shown by Validate On Create, e.g. contact details for help.

Default: Blank

Hides the login form and opens the new contact form straight away, so every person is treated as new.

Default: No

Adds a “Confirm Email” field to the new contact form, so email addresses must be entered twice. The contact can’t be created until both match. Reduces typing errors.

Default: No

Lets client users log in through the User Login step. Clients log in as the payer: they can book and pay for others but are not enrolled themselves. When set to No, clients cannot use the form.

Default: No

Lets learner users log in through the User Login step, as both the student and the payer. When set to No, learners cannot use the form.

Default: Yes

Lets agent users log in through the User Login step, in an agent role (not as the student or payer). When set to No, agents cannot use the form.

Default: No

Lets trainer users log in through the User Login step. Trainers are not set as the student or the payer. When set to No, trainers cannot use the form.

Default: No

Searches for courses as the logged-in user. For client users, this lets them see courses specific to their organisation.

Default: No

Adds an Organisation Courses selector (Show Organisation Courses / Show Public Courses) to the course search. Only works for client users, and only when Course Search - By User is on.

Default: No

Shows the course type selector (workshop, program or e-learning) and the related course filters above the course list, so students can search for a different course. Set to No to hide them.

Default: Yes

Adds a location drop-down to the course search when searching for workshops. Ignored if Restrict to Location is set.

Default: No

Limits all course searches to a single training category.

Default: Blank

Limits workshop searches to a single venue. Enter the venue’s contact ID, not its name.

Default: Blank

Limits workshop searches to a single location. Overrides the Workshop Location Filter.

Default: Blank

Limits program searches to a single delivery location. Enter the delivery location ID, not its name.

Default: Blank

Filters course search results by domain. Enter several domains as a comma-separated list without spaces, e.g. domain1,domain2.

Default: Blank

Sets whether the Domain Filter shows only the listed domains (Include) or hides them (Exclude).

Default: Include

Shows or hides courses that have no linked domain in the course search results.

Default: Show courses with no domain

Starts the Contact Search step with two buttons, Enrolling Myself and Enrolling Someone Else, in place of the contact list. Enrolling Myself selects the logged-in user and moves to the next step.

Default: Yes

Opens the new contact form straight away when Enrolling Someone Else is clicked. Recommended for forms used by client users.

Default: Yes

The message a student sees after successfully enrolling.

Default: Enrolment was successfully completed. A confirmation will be sent to the student along with an invoice / receipt, if generated.

The message a student sees after successfully submitting an enquiry.

Default: Your Enquiry was successfully submitted.

The message shown after a contact note (information-only) form is submitted.

Default: Your data was successfully submitted.

Shows a “Send me a Resume Link” button once the enrolment has been saved. Clicking it emails the student a link so they can come back and finish later.

Default: No

Applies the defaults from your Registration Form settings in aXcelerate. Options set in an Enrolment Details step on the form override these defaults.

Default: Yes

Syncs program enrolments with the class schedule. Overrides the “Sync Dates with Workshop” setting. Applies to programs only. If the class has already started, the commencement date is set to the day of enrolment.

Default: No

Lets students see and apply discounts.

Default: No

Displays extra billable items for workshops so students can select them.

Default: No

Disables the form once an enrolment is complete, preventing further enrolments in the same session.

Default: Yes

Enables group bookings. Use together with the Group Booking step. Cannot be used with Agent multiple enrolment in the Agent Portal.

Default: No

Controls enrolment for classes whose units are linked to workshops. Default behaviour does not allow enrolment where one unit has several linked workshops. No Workshop Enrolment skips workshop enrolment for all units; No Workshop - On Error skips it only when an error occurs.

Default: Default behaviour

Shows a field on the Billing step to record a purchase order number. Only appears for the Enrol and Send Invoice (invoice) method.

Default: No

For instances that cost $0, replaces the Tentative option with a single enrol option that confirms the enrolment. Takes priority over billing options. Without this setting, the only option for $0 courses is Tentative.

Default: No

Students skip the Billing step: no invoice is generated, no payment is taken, and the enrolment is confirmed, whatever the course cost. Takes priority over billing options.

Default: No

Makes enrolments tentative after payment, rather than confirming them. All tentative settings (e.g. Enquiry on Tentative) then apply.

Default: No

Makes enrolments using the direct debit method tentative, rather than confirmed. Only use if needed; the Tentative method does the same.

Default: No

Makes enrolments using the EZYPAY method tentative, rather than confirmed.

Default: No

Adds a “Lock In Plan” button to the EZYPAY plan details. Once locked, that plan is the only one offered and the student can’t go back to choose another.

Default: No

When the student picks Invoice (Enrol and Send Invoice) on the Billing step, makes the enrolment tentative rather than confirmed. The invoice is still raised.

Default: No

Hides all cost, payer and discount fields. Overrides Discounts Available, Show Payer Fields and payment methods: only Free or Tentative enrolments are possible. Invoice settings are not affected.

Default: Show Cost Fields

Shows or hides all payer fields. When hidden, Change Payer Details and Payer Details - Address are turned off.

Default: Show Payer Fields

Stops enrolment notifications being sent to the student. Some notifications, such as new user account emails or ones triggered by workflows, may still be sent.

Default: No

Moves the admin notification to when the initial tentative booking is created (before payment), instead of when the enrolment is completed. Only one notification is sent either way.

Default: No

Only applies when the student picks Tentative Enrolment on the Billing step. Sets whether those tentative enrolments are invoiced. Yes: an invoice is raised for the tentative enrolment. No: the tentative enrolment is completed without an invoice.

Default: Yes

Adds a signature field to the Billing/Enrol step. The signature is saved in the enrolment’s contact note. Enrolment forms only.

Default: No

Adds Parent/Guardian Name and Parent/Guardian Signature fields to the Billing/Enrol step, saved in the contact note with the student’s signature. Request Signature must also be on. Enrolment forms only.

Default: No

Includes the terms from the Billing step in the booking confirmation contact note, if terms exist.

Default: Yes

Creates a course enquiry for each tentative enrolment, noting that the student enrolled tentatively and which website they used. Use with workflows in aXcelerate to create follow-up tasks.

Default: No

Lets payer details be changed on the Review and Group Booking steps.

Default: No

Works with Change Payer Details. Makes the payer’s address (city, state and postcode) required before enrolment can be submitted, and marks the phone fields as required.

Default: Not Required

Locks the payer’s country to Australia and removes the Overseas and Other Australian Territory state options.

Default: Overseas Allowed

Shows an Organisation ABN field on the Review step when the payer belongs to an organisation. If the organisation already has an ABN, it is shown read-only with a note to contact you if it’s wrong. If not, the payer can enter an 11-digit ABN.

Default: No

Works with Payer - Change ABN. Makes the ABN field required when the payer’s organisation has no ABN on file.

Default: Not Required

Shows a step status summary at the bottom of the Review Details step.

Default: No

Lets students remove a course when reviewing several courses loaded at once (cart mode). This is not the same as group bookings.

Default: Yes

When a resume link is triggered manually, locks the form to the current step.

Default: No

Shows an alert when a student edits the Enrolment Details step, explaining that the changes won’t apply to courses already selected unless those are reviewed again. Helps prevent data loss when students go back after reviewing.

Default: No

Only allows an enquiry to be submitted once a course has been selected, or one is preselected for the form.

Default: No

Only allows an enquiry to be submitted when all steps are complete (other than the Enrol step).

Default: No

Processes login or contact creation together with the rest of the form in one submission, rather than as a separate first step.

Default: No

Replaces the default text of the “Missing Course Information” pop-up. The pop-up appears when the form needs course details that aren’t available, e.g. an expired enrolment link, and can’t be dismissed.

Default: Blank

Creates new contacts as the logged-in user. Records that user as the creator, links the contact to the client’s organisation, or adds the agent’s Marketing Agent ID.

Default: No

Adds USI and date of birth fields to the new contact form. The USI is validated and used to search for existing contacts. Requires Validate On Create.

Default: No

Turns on enrolment completion events for the Complete step type.

Default: No

Turns on enrolment completion events for the enquiry form.

Default: No

Use when this form runs through the Enrolment Events system. Fires triggers that work with the Enrolment Status system.

Default: No

Rounds the course cost and any discounted price up to the nearest whole dollar, e.g. $99.10 becomes $100. Always rounds up, never down.

Default: No

Allows enrolment into in-house courses. No invoices are generated. Only applies to instances set by URL parameter or shortcode, not to the course search.

Default: No

Confirms in-house bookings rather than leaving them tentative, by replacing the payment options with a single enrol option. No invoice is generated. Use with Allow Inhouse Enrolment.

Default: No

Adds one or more contact categories to every contact created or selected on this form. Enter numeric category IDs separated by commas, no spaces, e.g. 101,102.

Default: Blank

Overrides the template set in the Enroller Info Capture field, so enrolments made through this form use this template instead. Enter the template’s numeric ID.

Default: Blank

Automatically applies a promo code to every enrolment through this form. Enter the promo code text.

Default: Blank

Locks the promo code field once a code is applied (including one from Add Promo Code) so it can’t be changed. On the EZYPAY plan step, a Reset Promo Code button lets the student clear it.

Default: No

When promo codes are locked, remembers them per course (not per instance).

Default: No

Switches to the old enrolment process, where payment was taken with the enrolment rather than against the generated invoice. Deprecated; do not use for new forms.

Default: No

Sets whether students under 4 years old can enrol. When set to Must be older than 4, a date of birth within the last 4 years shows an error. Future dates of birth are always rejected.

Default: Younger than 4 allowed

Sets how fields hidden on the form (e.g. by show/hide rules) are handled. Don’t Include Data: hidden fields are not sent to aXcelerate and are not checked as required. Include Data: hidden fields are sent, and hidden required fields must still be filled in.

Default: Don’t Include Data

Hides the new login options on the User Login step: Continue with Apple, Google, Facebook and aXcelerate.

Default: Show New Login

Confirms the enrolment and sends the payer an invoice to pay later. No payment is taken on the form. Turn on Invoice Tentative to make the enrolment tentative instead of confirmed.

Related settings: Invoice Tentative, Purchase Order Field, Invoice Payment Method, Invoice Method Button Terminology

The student pays by credit card on the form, through the payment gateway set up in aXcelerate. An invoice is generated, payment is taken against it, and a confirmation with the invoice attached is sent to the student or payer. If a credit card surcharge is set, the form shows the surcharge and the total including it.

Related settings: Payment Tentative, Round to Dollar, Credit Card Method

Holds the student’s place without confirming the enrolment. No payment is taken. A confirmation is sent to the student. Whether an invoice is raised depends on Tentative - Send invoice.

Related settings: Tentative - Send invoice, Enquiry on Tentative, Tentative Method, Tentative Method Button Terminology

A placeholder option: it does not set up or process a direct debit. The enrolment is confirmed without an invoice, and you arrange the direct debit with the student separately.

Related settings: Direct Debit Tentative, Direct Debit Method, DirectDebit Method Button Terminology

Deprecated: Debitsuccess is no longer supported, so don’t turn this on for new forms. It let the student pay by instalments through Debitsuccess, by bank account or credit card. The student chooses a payment plan, reviews the instalments, enters a 10-digit contact phone number and agrees to the Debitsuccess direct debit conditions. Payers under 18 are asked to return a signed guarantor form. Requires a Debitsuccess account set up in aXcelerate. Turns on the payer address settings automatically.

Related settings: RTO Email Address, Payer - Australia only, Payer Details - Address

Lets the student pay by instalments through an Ezypay payment plan. The student chooses a plan, reviews its details, then enters their payment details in the form. For single Ezypay payments, use Credit Card Payment.

Related settings: EZYPAY Tentative, Ezypay - Lock Plans, EZYPAY Method Terminology, Lock Promo Code

Sends the student to eWAY’s hosted payment page to pay, then returns them to your website. The button only appears once the form has created the eWAY payment link.

Related settings: EWAY Shared Method Terminology