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Go to Enrollsy
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Hi there! What do you need help with today?
Search results for:
tags
Contact Leads Using
Tags
How to use
Tags
to contact those who don't complete enrollment… In this drawer, you can do all the things you normally can with
Tags
including creating new
Tags
, editing…
Tags
, and deleting
Tags
How to Create and Edit
Tags
Use
Tags
to label Enrollees or Accounts to easily identify them… Examples of
Tags
: Where
Tags
Show Up Admin Portal: The Enrollees table beside each… you can create and add
Tags
by following these steps: Open the
Tags
list by clicking the plus sign
How to Create and Add
Tags
to Instructors
Use a
Tag to
easily label Instructors… Here are some examples of
Tags
: You may want to add work schedule
tags
(i.e., part-time/full-time… NOTE: If you haven't yet created
Tags
, please see this support article for steps
How to Bulk Add or Remove
Tags
Add or delete
Tags
from multiple Enrollees at one time… Here are some examples of
Tags
: The following are all the places within Enrollsy where
Tags
show:… In this drawer, you can do all the things you normally can with
Tags
including creating new
Tags
, editing
How to Trigger a
Tag
Enrollsy can automatically add a
Tag when a
Charge Item is posted… If you have not created your
Tags
, please do that first
Examples of Custom Reports
Using
Tags
for Custom Reports… You can create "office-use only" fields on the Enroll Form or include
Tags
to customize Reports further… Permission Forms These are just a small sampling of some ways you can customize reports based on
Tags
How to View Leads or Contacts
In this drawer, you can do all the things you normally can with
Tags
including creating new
Tags
, editing…
Tags
, and deleting
Tags
… Bulk
Tag
How to Create a Drop-In Program
Learn how to trigger
Tags
here. You can use
Tags
in Rosters and Reports… 4- Charge Item/
Tags
… To keep up with drop-in Enrollees, you can incorporate the use of
Tags
How to Filter Enrollees on the Enrollee Table
assist you in finding the data you are searching for we have added the ability to have and/or logic with
Tags
… This means you can filter the table to only show rows that have ALL of the
Tags
selected, or you can… show the rows that have AT LEAST ONE of the
Tags
selected
How to Create a Custom Report
Enrollment
Tags
Enrolled (date) Class > Name/Class Selection List/Time/Pricing Credit… This means you can filter the table to only show rows that have ALL of the
Tags
selected, or you can… show the rows that have AT LEAST ONE of the
Tags
selected