How to Create a Reschedule Rule

A Reschedule Rule defines your organization's policy for student rescheduling — how many times a student can reschedule for free, and what fee applies when they exceed that limit. Once a rule is created and assigned, the fee is collected automatically when a student is rescheduled beyond their free allowance. This protects your revenue from last-minute changes while giving students reasonable flexibility.

Before You Begin

Reschedule Rules are useful when:

• You want to allow one free reschedule per student but charge a fee (e.g., $25) for any additional changes.
• You want to prevent unlimited free cancellations that leave class seats unfilled.
• You want consistent, automated enforcement of your rescheduling policy across all instructors and classes.

Step-by-Step Instructions

Step 1: Create a Reschedule Rule

1. From the sidebar, go to Payments > Payment Settings > Reschedule Rules.
2. Click + Create.
3. Enter a Rule Name — this is an internal label (e.g., "Standard Policy — 1 Free Reschedule" or "No Free Reschedules").
4. Set Free Reschedules — the number of times a student can reschedule at no charge. Enter 0 to charge from the first reschedule, 1 to allow one free reschedule, and so on.
5. Set the Reschedule Fee — the dollar amount charged for each reschedule beyond the free limit (e.g., 25.00 for $25.00).
6. Click Save.

Step 2: Assign the Rule to a Course

A reschedule rule must be assigned to a course to take effect. When a student enrolled in that course is rescheduled, the rule determines whether a fee applies.

1. Go to Administration > Course Builder > Courses.
2. Click ⋮ > Edit on the course you want to apply the rule to.
3. In the course form, find the Reschedule Rule dropdown (in the Rules or Pricing section).
4. Select the rule you created.
5. Click Save.

Step 3: Understand How the Fee Is Collected

1. When an admin reschedules a student from one class to another (via Enrollments > ⋮ > Reschedule), CPR Enroll+ checks the student's reschedule history for that course against the assigned rule.
2. If the student has used their free reschedules, the system calculates the fee.
3. The fee is added to the student's account and processed through the connected Stripe payment method on file, or the admin is prompted to collect payment manually.

Example Scenarios

Best Practices

• Name your rules clearly (e.g., "Standard Policy — 1 Free Reschedule") so it's easy to tell them apart when assigning them to courses.
• Set expectations up front by including your reschedule policy in your Class Terms & Conditions.
• Use a more flexible rule (higher free reschedule count, lower or no fee) for corporate clients where relationship goodwill matters more than fee revenue.
• Remember the free reschedule count resets per enrollment, so repeat students still get their full allowance.

Frequently Asked Questions