NCC Setter Form
This form is to be filled out during or right after the setter call. It will create a Deal record and the content for the student's registration page
Student Details
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First Name
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Last Name
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Email
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Phone
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Birthday
Observations
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Green Lights
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Yellow Lights
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Red Lights
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Setter Notes
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Select...
Yes
Team approval required
No
Setter Approved?
Registration Details
You will need to use the
tuition calculator
and then enter the details into the fields below
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Select...
Full Payment
Payment Plan
Payment Options
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Discount Amount
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Tuition Due After Deposit and Discounts
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Number of Months
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Interest rate -
don't use % symbol
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Financing Fee Amount
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Tuition Due + Finance Fee
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Total Interest Due
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Total amount financed after deposit
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Grand Total Due
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Registration Date
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First Payment Date
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Will the student need reminders?
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Before you hit submit follow these instructions:
Open a new Ontraport tab and click into Pages ->Groups -> NCC Registration Pages
Make a copy of the page template that matches the students payment option
Click on the block editor for Tuition Summary and then click on Payment Settings
Update the payment settings to reflect the deposit amount or if the full payment will be paid in a short payment plan (6 months or less)
make sure the payment gateway is set to Stripe and make sure the correct invoice template is selected. Click done
Publish the page in the following way:
Select "use our domain"
enter subdomain: mjospenccregistration
Select .securechkout.com for the domain
Enter full, plan or modified for the file name bases on the type of plan.
Publish.
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Submit Setter Form
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