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About Enroll Form Formatting

Learn about additional customizations and formatting… 3 (also change max characters to “5”) Mobile Width: 7 Conditional Formatting is adding additional

How to Add an Additional Payer to an Account

You will also know how many additional Payers are on an Account by a small green number beside the "Additional… to set up one or more Payers: Step 1 - Head to the Billing page of an Account and click on the "Additional

How to Fill Out Additional Information in your Account

If you are a Customer or Account Holder, learn how to access your Enrollsy account

How to Create an Additional Signer field on the Enroll Form

Here's how to set up an additional signer for an E-signature Document… NOTE: At this time, you cannot add an additional signer to an EXISTING E-signature Document

How to Add Information to PDFs

Need additional information in a Report? Here's how to edit Report PDFs… The following steps show how you can use another PDF software to add additional information to the saved

Going Live Checklist

While every scenario is unique and may require additional steps to ensure a successful launch, we've compiled a fairly complete checklist

About the Enrollees Table

Additional Options

Program Options, Enrollment Models, & Classes

Explore additional decisions made during Program or Class creation… Explore additional decisions made during Program or Class creation How many Programs do I offer… Any additional options the customer needs to select can come later

How to Merge Duplicate Accounts

Any other additional information relevant to the merge request… If you have additional questions, please start a new chat

Admin View vs. Customer Portal Account Differences

They cannot make any changes to current Payment Plans or add additional Payment Plans… Only Admin users can add or change additional payers on an account… Customers can only view the additional payer and any portion set for that payer. Customer View