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  1. Go to the course in question

  2. Go to Course Administration > Users > Enrollment Methods

  3. Select Click on the “Edit” icon next to the "Self enrolment (Advanced)" method from the " Add method" pulldown menuFill out the first two sections of the web form as usual.

  4. In the "Payment settings" section,

    1. Enable "Collect payment". If you do not see the ability to enable "Collect payment"

    Specify the various fees

    1. The box next to the "Individual license" is meant to collect the fee for one (1) user license, it's because ecommerce is not enabled on your system. Please contact your administrator.

    2. Specify the fee for an “Individual license”. This is the fee someone will pay when they for each user license purchased. In other words, if you enter "$10.00" and a user buys 1 license, they will be charged $10.00 (plus applicable taxes). If they were to purchase 3 licenses, they would be charged $30.00 total (plus applicable taxes.)The box next to the

    3. If you want to add volume discounts, click on the “Add discount” button and fill out the form.

      1. A "Site license"

      fields is meant to collect the total fee for all users in a given site
      1. is a type of license that permits all members within an organization (e.g., a specific site) to enroll in your course for a fixed fee. In other words, if you enter "$1000.00" and a site has 500 users, they would

      prepay
      1. be charged $1,000.00 (plus applicable taxes) total, and all 500 users could

      potentially
      1. enrol in the course without

      being prompted to pay again
      1. paying extra.

      2. A "Volume discount" enables you to offer a special rate depending on the number of licenses a user buys. This discount can be applied as a percentage off the total purchase (e.g., 10% off) or as a per-user fee (e.g., $10 per license).

  5. Specify the currency

  6. Specify the sales tax

    1. If your organization is responsible for collecting and reporting taxesacting as the Merchant of Record, please consult with your finance department regarding which sales tax you should be collecting. If Dual Code is acting as your AgentMerchant of Record, please contact Dual Code if you're not sure what taxes to collect.

  7. Select one or more payment method

    1. The learning environment supports payment by credit card as well as payment by cheque or EFT (electronic funds transfer).

  8. Specify when the license expires (e.g. when will all enrollments expire, in days)

  9. Click on the "Add method" button at
    1. Payment methods may vary on your system depending on what your administrators have enabled.

  10. Indicate the duration for which the license is valid

  11. Click on the "Save changes" button at the bottom of the page

  12. Make the course visible (if it isn’t already visible)

    1. Go to the course in question

    2. A yellow bar will appear near the top that says “This course is hidden and cannot be accessed by students. Click here to update settings.”. Click on the “Click here to update settings” link.

    3. Change the “Course visibility” to “Show”

    4. Click on the save button near the bottom of the page

Important Notes

  • The “License expires after” value is different than the "Enrolment duration", which can be found on the same web page. The "License expires after" specifies how long after a purchase all enrolments will expire. The "Enrolment duration" specifies how long after a user enrols in a course they will continue to have access to the course. If the “Enrolment duration” is left empty, it means the user will continue to have access to the course until the license expires.

  • You can add multiple enrollment methods of the same type. By setting a value for "Only cohort members" in any method, you can therefore set different prices for different cohorts. For example, if you have a cohort called Preferred Partners, you can set "Only cohort members" to "Preferred Partners" and set the “Individual license” to be $100 per user. You can then add a second enrollment method without any restrictions and set the “Individual license” to $200 per user. By doing so, the preferred partners would pay $100 and everyone else would pay $200 to enroll in your course. In order for this to work properly, the "Preferred partners" enrollment method must be at the top of the page in the list of enrolment methods (e.g. above the non-restricted enrolment method). 

  • Using the same strategy as explained above, you can add a third / free enrollment method for your staff to self-enroll at no cost. If doing so, please make sure that you set "Only cohort members" to a cohort that represents your staff.

  • Given the complexity of refunds (who gets refunded, how much is refunded, how long do they have to get a refund, etc.), refunds must be are handled manually. 

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