The Enrollee timeline provides a detailed view of each enrollee's activity and information. The timeline feature allows Admin users and Instructors to track Enrollee progress and review historical activity in a centralized location.
The Enrollee Activity timeline displays the following:
The Activity timeline (showing actions and updates related to the Enrollee)
The Enrollee's information, including the Programs/Classes they are enrolled in and any program form fields
Account information collected during enrollment
Here are all the places you can find this timeline.
Admin Portal
Within the Admin portal (app.enrollsy.com), you can access the Enrollee timeline in these places:
Enrollees > Activity Page
Ratios Page (if unlocked)
We'll go into each of the above locations and show you how to access the timeline.
Activity Page
Select the Enrollees (or whatever you call those who enroll) on the left menu. Then click the Activity tab at the top. You can adjust the Location (if your company has more than one) and/or Enrollment Period. In the filter option, you can filter on the Enrollee or Account name or Program options.
After clicking on an Enrollee, their Activity timeline will show.
Classes Page
Select "Classes" on the left menu. Select a Program to open it, then click on a Class to see the list of Enrollees. The three lines beside each enrollee is the enrollee's Activity timeline. Clicking on the Enrollee's name or the timeline icon opens the Enrollee's timeline.
Ratios Page
Click on Dashboard on the left menu. If you have this feature unlocked, you will see a tab called "Ratios." If you need this feature, please let us know and we can unlock it for you. This page lists all the Programs, the Instructors, and the Enrollees. By clicking on an Enrollee's name, the Activity timeline will open on the right side.
Instructor Portal
Within the Instructor portal (app.enrollsy.com/instructor), you can access the Enrollee timeline in these places:
We'll go into each of the above locations and show you how to access the timeline.
Activities Page
Click on "Activities" from the main menu. From the list of Enrollees, click on the Info icon to open the Activitiy timeline.
Classes Page
Click on "Classes" on the main menu. Select a Program to open it, then click on a Class to see the list of Enrollees. The three lines beside each enrollee is the enrollee's Activity timeline. Clicking on the Enrollee's name or the timeline icon opens the Enrollee's timeline.
Check In/Out Page
Select "In/Out" from the main menu. From the list of Enrollees, click on the Info icon to open the Activitiy timeline.
Customer Portal
Within the Customer portal (account sign-in link can be found on the My Company page of the Admin portal), you can access the Enrollee timeline only on the Activities page. Click on each Enrollee to see a list of their Activities.
