Skip to main content

Hi there! What do you need help with today?

Search results for:tags
About Account Tags & Enrollee Tags
Create Tags for Enrollments, Accounts and Enrollees and view them throughout Enrollsy… Besides Enrollment Tags, we also have Account Tags and Enrollee Tags… Tags entered on the Leads page are labeled "Leads Tags."
About Tags
What is a Tag, and where does it show up in Enrollsy?… 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
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… Billing page (Account Tags and Enrollment Tags) The Leads page (shows Lead Tags under Submissions… Admin Portal: The Enrollees table / Enrollments Tab (Enrollment Tags, Account Tags, and Enrollee
How to Create and Add Tags to Instructors
Use a Tag to easily label Instructors… These types of Tags are labeled "Instructor Tags."… Step 2 - Add Tag(s)
How to Bulk Add or Remove Tags
Add or delete Tags from multiple Enrollees at one time… In the example below, we selected the "Enrollment Tags," and the "Enrollee Tags."… 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… 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
Tags you can view are "Enrollment Tags," which are Tags on the enrollment card (NOT Account Tags or… Important Note About Adding Tags on Rosters If you want to view Tags on Rosters, currently the only… Important Note About Adding Tags on Rosters
Create a Custom Roster with Activities
Tags you can view are "Enrollment Tags," which are Tags on the enrollment card (NOT Account Tags or… Important Note About Adding Tags on Rosters If you want to view Tags on Rosters, currently the only… Important Note About Adding Tags on Rosters