Scholarships


 

Create a New Allocation

Overview

This article will tell you how to allocate funds to Account Holders.

Important Notes

  • Once funds allocate to an individual, the money display in blue at the top of the account holder's profile.
  • Upon checkout, money automatically applies to the balance of the registration.
  • Scholarship funds cannot be applied to add-ons, rentals, or an unspecified category of activities.

Instructions

  1. Navigate to Configuration > Financial Settings > Scholarships
    configuration_financial_settings_scholarships.jpg
  2. Select the edit tool next to a scholarship
    select_the_edit_tool_next_to_a_scholarship.jpg
  3. Navigate to the Allocation tab
    navigate_to_the_allocation_tab.jpg
  4. Click on +Allocate button to create a new allocation
    select_allocate.jpg

  5. Fill in fields
    fill_in_allocation_settings_fields.jpg
    • Recipient: Enter recipient name
    • Amount: Monetary value of the allocated fund
    • Note: Enter any comments
    • Expiration Date: When the funds expire
      • Note: If you do not set an expiration date in the future or leave this field blank, the allocation will immediately expire.
  6. Select Save New Allocation
    select_save_new_allocation.jpg
  7. View the allocation under the Current status
    view_allocation_under_the_current_status.jpg
  8. Click Save Scholarship
    select_save_scholarship_to_save_changes.jpg



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