The Scholarships feature gives organizations the ability to manage financial support that is awarded to community members based on criteria that may include financial need. Leverage your Community Segments to help define scholarship eligibility and engage potential and existing clients who could most benefit from your services (e.g. lower-income districts).

In this article, you will learn how to:

  1. Create Scholarships and Assign them to Eligible Items

  2. Award a Scholarship to your Clients

  3. Pay with a Scholarship

  4. Track Scholarship Usage

1. Create Scholarships and Assign them to Eligible Items

Before awarding your scholarship(s) to your clients, you must first create the scholarship and tag it to eligible items.

First, click on the Communities>Scholarships subtab to create a scholarship.

  • Name your scholarship. Clients will see the scholarship name on their invoice.

  • Write the total funds available for the scholarship. An active scholarship can be used to pay for invoices with eligible items until the total funds have been used. If you create more than one scholarship, you may decide whether one shares the same pool of funds as another scholarship. Scholarships sharing the same pool could mean funds are used up more quickly.

  • If you award a scholarship by person, only that member can use the scholarship. If you award a scholarship by account, every account member can use the scholarship and is entitled to the maximum amount per person.

  • Scholarships can cover an amount or percentage on each eligible item, up to a maximum amount per person.

  • Clients cannot use a scholarship after it expires, even if funds are remaining.

  • Click Continue to save the scholarship.

You can edit an existing scholarship by clicking on the crayon icon. Click the X icon to delete a scholarship. However, you cannot edit nor delete a scholarship if it has already been used to pay an invoice with eligible items. You can only archive it.

πŸ“Ž Tag an Eligible Item with a Scholarship

If you want an item to be eligible for a scholarship, an administrator must apply the appropriate scholarship tag(s) to one or more of the following items: session activities, drop-ins, merchandise and/or individual memberships (not family memberships and not subscriptions).

However, for self-serve scholarships, only session activities, merchandise and individual memberships can be made eligible for clients to access in your store. A client cannot access a scholarship when purchasing a drop-in via your store.

Let's use an activity as an example. Go to the Activities>Edit subtab to tag the activities that are eligible for your scholarship(s):

  • Check off one or more scholarships that can be used for payment of the activity.

  • You can mass edit multiple activities within the same program if they are eligible for the same scholarship(s).

  • Scroll down to Save.

πŸ‘‰ Did you want to offer registration to specific groups of clients? You can create segments from your address lists and use them to offer benefits (such as early registration) based on a participant's address. Click here to learn more!


2. Award a Scholarship to your Clients

Scholarships are awarded to participants in the Clients tab. Search by Accounts if a scholarship is awarded on a per-account basis or search by People if it's awarded on a per-person basis. You can't award a scholarship on a per-account basis from the People subtab. Likewise, a scholarship on a per-person basis can't be awarded from the Accounts subtab. If you try, you will see a 'success' message, but the tag(s) will not be applied to the client(s).

  • Check the box next to the account(s) or person's name(s). Scholarships can be awarded to multiple records at once as long as their name appears on the page when you assign the tags.

  • Click on Operations>Assign tags and select the tag with the name of the scholarship. Selecting multiple scholarship tags means those scholarships will be assigned. Click Save.

πŸ‘‰ Be careful! For now, every time you assign a tag to a client, it overwrites the existing tags already assigned. For example, if a client already has a scholarship but you wish to assign them a 2nd one, you must assign the tags for both scholarships at the same time so as not to lose the record of the first one.

When scholarships are assigned to an account or person, new information appears in the Account Members section in the client's account.

A 'per-account' scholarship vs A 'per-person' scholarship

  • If a 'per-account' scholarship is assigned, a new Account tags section shows the scholarship tag.

  • If a 'per-person' scholarship is assigned, the scholarship tag appears in the member's Personal info.

  • A new Scholarships section appears for all members that have a scholarship (per-account or per-person). It shows how much money has been used of the allocated funds. Allocated means the maximum amount of scholarship money that can be used by the client.

  • To remove a member's scholarship, simply click on the X next to the tag name. The tag and applicable sections will disappear upon refreshing the page. No further payments can be made with the scholarship. If scholarship funds were already used, the record remains in the client's billing tab.


3. Pay with a Scholarship

An administrator can use the funds from a scholarship at checkout (only available with Self-Serve Scholarships) or directly within the client's billing tab.

πŸ’³ At Checkout (available with Self-Serve Scholarships)

When making a purchase on behalf of a client, you have the option of paying with a scholarship at checkout. If clients are assigned a scholarship tag, they can see whether an activity is eligible for the same scholarship by clicking for 'More information...' on the activity's details page in the store and (similar to an admin), will be provided the option of using the scholarship funds at checkout.

  • In the client's file, click on Add purchase.

  • Add the eligible item(s) to your cart, for the client(s) with the scholarship tag(s). Proceed to checkout.

  • Upon reviewing your order, you can see which activity is eligible for which scholarship, the conditions of the scholarship and for which member you are purchasing the activity for. NOTE: An activity that is eligible for multiple scholarships will display all its scholarship tags at checkout, whether your member is eligible or not.

  • Before entering the payment details, you will be prompted to select and use a scholarship. Only one scholarship can be used per invoice. The amount deducted per eligible item depends on the scholarship rule, and the amount is calculated based on the cost of the item before taxes. Click Use $.

  • Complete the checkout. You can send a copy of the invoice and receipt to the client.

  • In the client's billing tab, the invoice and scholarship payment are reconciled. The (S) next to the payment receipt number in Client Billing indicates it's a 'shared payment'. Essentially, the payment did not come directly from the client.

πŸ“‘In the Client Billing Tab

You can also use a scholarship directly in the client's billing tab. This may be the case if you purchased an eligible activity for the client but did not enter payment information at checkout, or the client did not have the scholarship tag at the time they enrolled in an eligible activity.

  • In the client's file, click on Operations>Use scholarship.

  • Choose the scholarship and then the account member. There must be an invoice that includes an eligible item for the scholarship, and the member must have the corresponding scholarship tag. If not, you cannot complete the transaction.

  • You must reconcile the scholarship payment with the appropriate invoice items. Click Save when done.

Above, the client has an unpaid invoice of $500. Only invoices with eligible items are available for selection in this window. The client has $282.56 remaining of the $500 allocated scholarship funds; which means a portion of the allocated funds have already been used towards a previous purchase. After ticking the invoice, we can apply the scholarship funds to the eligible item. The scholarship rule must be respected, which in this case is 50% of the eligible item's total. A balance of $250 will remain after the scholarship payment is applied.

πŸ‘‰ If you try to use an amount of funds that exceeds the scholarship rule, SmartRec prompts you with an error message to correct the amount. You will not be able to complete the transaction unless the scholarship rule is respected.


4. Track Scholarship Usage

From the moment a scholarship is awarded, you can track how much money has been allocated from the scholarship funds and how much has been spent from the Communities>Scholarships subtab.

  • Spent amount indicates how much money from the awarded scholarships has been utilized towards eligible invoices (i.e. an invoice with eligible scholarship items).

  • Allocated amount indicates the amount of scholarship funds that have been awarded to clients. For example, if a scholarship has a maximum coverage of $500 and a client has been tagged with that scholarship, then $500 has been allocated (but not necessarily used).

  • Remaining amount indicates how much money is left unspent from your total scholarship funds.

  • The pie charts serve as an overview of your scholarship usage. Each 'slice' represents a different scholarship. Clicking on an applicable slice opens another pie chart that shows which percentage of the scholarship has been used to pay for activities or other types of services.

In the example above, there are three scholarships in total. Two of these scholarships pulls from the same pool of $1000. One scholarship pulls from a separate fund of $5000. Prior to any of these scholarships being used, the total remaining amount was 6K. Notice it currently reads at 5.7K.

Here's why:

  • From these three scholarships, approx 1.6K has been allocated. This means clients were awarded with a scholarship tag and the grand total of maximum scholarship coverage per person is 1.6 K.

  • From the clients that were awarded a scholarship, only $279 in total has been spent towards items on eligible invoices. And so the remaining amount of scholarship funds that remains unused (i.e. not been paid out) is approx 5.7K.

Download your scholarship history to view a report that lists all your clients who have been awarded (tagged) with a scholarship and have made payments with it.

To access a list of all clients who have been awarded a scholarship (but not necessarily paid with it) , click on the Clients>People subtab and apply a filter with the scholarship tag you're looking for. Click on Operations>Export to download the data.

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