Welcome to the Enrollsy Admin Portal Interactive Guides — your fastest way to learn how to manage payments, classes, enrollees, and instructors inside Enrollsy. Each guide is a live, in-app walkthrough that opens directly in app.enrollsy.com and highlights every button, field, and action you need to take, so you can learn by doing instead of reading.
Most guides take just 2–5 minutes to complete, and you can run them as many times as you like. They're perfect for new admins getting onboarded, experienced users brushing up on a less-frequent task, or trainers showing teammates how Enrollsy works.
Before you begin:
Make sure you're logged in to app.enrollsy.com as an admin user.
Use Chrome, Edge, or Firefox for the best experience.
Click any blue button below to launch a guide in a new tab.
We're constantly adding new walkthroughs based on customer requests, so bookmark this page and check back periodically. Don't see what you're looking for? Reach out to our support team via the chat icon — we're happy to help (or build a new guide for you).
Financial Interactive Guides
The following interactive guides walk you through various financial processes within the Admin portal. Just click on the link to view the guide. We will be adding more in the future, so check by periodically.
Manually record a cash, check, or offline payment to an enrollee's account.
Issue a full or partial refund back to the original credit card or bank account.
Record a refund for payments made outside of Enrollsy and adjust the enrollee's balance.
Change how often an enrollee is billed (weekly, monthly, etc.) to match their payment plan.
Set up a discount code with a fixed amount or percentage to apply at enrollment.
Adjust the payment schedule, amount, or due dates on a specific enrollee's plan.
Quickly resolve payment plan errors so invoicing and charges resume correctly.
Build and save tailored financial reports using the filters and fields you need.
Programs & Classes Interactive Guides
Set up a new class with dates, capacity, pricing, and enrollment settings in just a few steps.
Schedule automated reminder emails to keep enrollees informed before class begins.
Add new enrollees or move existing ones into a class directly from the admin portal.
User Management Interactive Guides
Create an instructor account, assign classes, and configure their access permissions.