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Search results for:tags
Introducing Account Tags & Enrollee Tags
Create Tags for Enrollments, Accounts and Enrollees and view them throughout Enrollsy… Besides Enrollment Tags, we now have Account Tags and Enrollee Tags… Tags entered on the Leads page are labeled "Leads Tags."
Contact Leads Using Tags
How to use Tags to contact those who don't complete enrollment… These tags are called "Lead Tags" and can be found on the Submissions page > Leads… In this drawer, you can do all the things you normally can with Tags including creating new Tags, editing
How to Create and Edit Tags
Use Tags to label Enrollments, Enrollees or Accounts to easily identify them… Account page (Account Tags) Each Billing page (Account Tags at the top and Enrollment Tags under… Account Tags, and Enrollee Tags; these columns are customizable on this tab) The Enrollees table
How to Create and Add Tags to Instructors
Use a Tag to easily label Instructors… These types of Tags are labeled "Instructor Tags."… Here are some examples of Tags: You may want to add work schedule tags (i.e., part-time/full-time
How to Bulk Add or Remove Tags
Add or delete Tags from multiple Enrollees at one time… Account page (Account Tags) Each Billing page (Account Tags at the top and Enrollment Tags under… Here are some examples of Tags: The following are all the places within Enrollsy where Tags show:
How to Trigger a Tag
Enrollsy can automatically add a Tag when a Charge Item is posted… NOTE: Triggers only work with Enrollment Tags, no other type of Tag… If you have not created your Tags, please do that first
Examples of Custom Reports
You can create custom reports using the following types of Tags: Enrollment Tags - Tags that show… up on each Enrollee's Enrollment Card and is attached to that enrollment Account Tags - Tags that… are on the Account and show up on the customer Account page and Billing page Enrollee Tags - Tags
How to Print or Download a Roster Report
If you want to view Tags on Rosters, currently the only Tags you can view are "Enrollment Tags," which… are Tags on the enrollment card (NOT Account Tags or Enrollee Tags)… Important Note About Adding Tags on Rosters
Create a Custom Roster with Activities
If you want to view Tags on Rosters, currently the only Tags you can view are "Enrollment Tags," which… are Tags on the enrollment card (NOT Account Tags or Enrollee Tags)… Important Note About Adding Tags on Rosters
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