Set make-up rules and the policy document

Configure make-up policies per program, maintain the readable policy document, and publish the e-sign version deliberately.

Make-up policies live under each program in Settings → Services; the policy document lives under Settings → Policies. Publishing should follow the school's approval process.

Make-up policies are set per program — there is no school-wide make-up policy. The Policies page maintains the client-readable document and publishes the version families e-sign.

Available to

Owners and admins configure program make-up policies; owners, admins, and staff with Policies access can review the document. Follow the school’s approval process before publishing client-facing policy language.

Before you start

For each program, agree on cancellation notice, which cancellations earn credits, credit expiry, active credit caps, self-booking, and teacher or instrument requirements. A program with no saved make-up policy does not offer make-ups at all.

Understand the two layers:

Program make-up policies (Settings → Services → program → Make-ups) control operational cancellation, credit, and booking behavior for that program only.
Policies document (Settings → Policies) controls the readable policy text, clauses, and the published e-sign version. Editing wording does not change operational rules by itself.

Steps

Set a program's make-up policy

Open Settings → Services, select the program, then open its Make-ups tab.
Choose Yes, offer make-ups or No make-ups. A program showing not configured issues no credits until saved.
Set the cancellation notice window and which outcomes earn credits (with notice, late cancellations, no-shows).
Review credit expiration, active credit cap, enrollment-end expiry, self-booking, and teacher or service requirements.
Save the program policy. Repeat per program — each program's rules stand alone.

Maintain and publish the policy document

Open Settings → Policies.
Review Policy clauses — the media release and emergency care consent toggles update the generated Media Release and Liability sections immediately.
Edit generated sections inline when wording needs clarification; the Make-Up Lessons by Program section is generated from each program's saved policy.
Select Add section for school-specific material.
Select Save document changes to store edits, and PDF or DOCX to export.
Select Publish only when the client-facing version is approved — the published version is what enrollment signature requests and the family e-sign page display.

What happens next

Saved program policies apply to make-up eligibility, credits, and portal booking for that program immediately. A published document becomes the version served by enrollment signature requests, daily reminders, and the e-sign page.

If you do not see this option

Your position may not include Services or Policies access. Program make-up controls appear inside each program's slideout, not on the Policies page. Resolve unsaved document changes before leaving the page, and ask an owner or admin before publishing unapproved language.