Setting up a Morrisby Pay session is really easy to do! Please follow the step-by-step instructions below:
- Log in to Manager
- Head to the Settings Cog in the top right-hand corner
- On the menu on the left-hand side, click on Morrisby Pay (towards the bottom of the list)
- Make sure your Morrisby Coordinator is selected
- If it's not, you'll be able to select any one with an adviser login to Manager
- Then click on Create New Session on the right-hand side
Once you're in the session setup page:
- Select the Product
- Morrisby Profile Assessment via Morrisby Pay
- Add the Description
- This can be whatever you'd like - Year group completing, when they're completing, etc. This will be visible to parents/guardians when they make the purchase.
- Set a student limit and add the Max Students you'd want to sign up
- This is NOT a required field if you would prefer to keep the session unlimited
- Set a Payment Deadline
- The session will close at 11:59 pm on whichever day you set
- Set a Session Date
- This is NOT a required field
- Choose whether you would like to provide a registration code at payment
- If you turn this on, an email will be sent to the purchaser (using the email they provided at payment) with a unique sign-up code. They can then share this code with the student
- Once you're happy, click 'Save Changes' at the bottom
Once your Session has been saved, you'll be taken back to the Morrisby Pay homepage. From here:
- Click on the new session you just created
- Here, you'll be able to see the Session code and the Registration Web Page link
- These can be sent out in your own comms, but we do have a Payment Request Email Template for you to use with these already included
- You'll be able to review the details of the session and edit if there is anything you'd like to change
- If you've not set it so the parents/guardians get the code via email, you'll be able to see all the Registrants on the right-hand side
- You'll be able to view the Registration Code for each student
- You'll also be able to download a CSV export of all the Registrants and their codes
For more information, watch the guide below, or open it in a new tab via this link: How To Set Up A Morrisby Pay Session
If you have any questions, please contact our Customer Success Team.
