How to Create a Reschedule Rule

Modified on Thu, 14 May at 9:00 PM



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.

When to Use Reschedule Rules

  • You want to allow one free reschedule per student but charge $25 for any additional changes

  • You want to prevent unlimited free cancellations that leave class seats unfilled

  • You want a consistent, automated enforcement of your rescheduling policy across all instructors and classes

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.

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.

⚠  Rule applies per enrollment

The free reschedule count resets per enrollment, not per student. If a student enrolls in the same course again after completing it, they receive the full free reschedule allowance again.


Example Scenarios

Scenario

Free Reschedules

Fee

Result

Student requests 1st reschedule

1

$25

Free — within allowance

Student requests 2nd reschedule

1

$25

$25 fee charged automatically

No-tolerance policy

0

$15

$15 fee on every reschedule

Corporate client — flexible policy

3

$0

3 free reschedules, no fee ever


✔  Communicate your policy

Add your reschedule policy to your Class Terms & Conditions in Settings > Site Configuration. Students who acknowledge the terms at enrollment checkout cannot dispute the fee later.

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