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 towards 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
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  2. Select the edit tool next to a scholarship
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  3. Navigate to Allocation tab
    allocation_tab.png
  4. Click on +Allocate button to create a new allocation
    allocate.png

  5. Fill in fields
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    • Recipient: Enter recipient name
    • Amount: Monetary value of 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
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  7. View the allocation under the Current status
    current_allocation.png
  8. Click Save Scholarship
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