Within Enrollsy, you have one dynamic Enroll Form. The Enroll Form is our customizable solution for streamlining enrollment. You can customize your Enroll Form the way you want it based on your company’s needs.

Access your Enroll Form by going to My Company > Forms > Enroll Form.

Each section has a heading or title that can be customized. There is a total of five (5) sections:

The information you collect in these two sections will be asked of all of your Enrollees, regardless of what they are enrolling into. You can customize the information we gather on the Primary and Secondary Account Holder and Enrollee. Typically, companies use their current Enroll Form as a guide to know what information to put in these sections.

To edit a section heading, hover over the name and click on the pencil icon that pops up:

Type in the new heading and click the green checkmark to save:

You can also add customized optional messages after one or more headings. Click here to find out how to add these messages to the Enroll Form.

You’ll see a list of basic fields designed by Enrollsy that many companies use. Select which fields you would like to include in your Form. Do this by selecting the field to be visible and/or required.

There are some default fields under Primary Account Holder that you can make visible and/or required with just a click of a box. These default fields include first, middle, and last names, email addresses, phone numbers, contact preferences, and addresses.

NOTE: First Name and Email Address are always required, as this creates an account for the Enrollee). Also, if you have customers from other countries, be sure to make the "Country" field visible or else they will not be able to enter their international address.

The section under Account Info, Secondary Account Holder, has the same default fields minus the address fields. This section is optional on the Enroll Form (on the Customer’s side). This is how it looks in the Customer Enroll Form:

If the Customer has a Secondary Account Holder, they toggle it on and fill out the fields. If they don’t, none of those fields are filled out.

The Enrollee section has default fields: first, middle, and last name, birthdate, gender, and dietary/medical info that you can make visible and/or required with just a click of a box. NOTE: First Name and Last Name are always required, as this creates an account for the Enrollee).

The last section under Account Info is General Account Info. This is the section under which you can create your custom fields. These can be any fields you need on your Enroll Form, including Emergency Contacts, Release List, medical and allergy questions, etc. You can also create custom fields under any other section mentioned above.

To add a custom field, select the rectangle plus bar at the bottom of each section.

The Program section is if you need to ask for information based on a Program selection. For example, if you have youth and adult programs, you can ask questions geared toward each program, called "Program Forms." Program Forms allow you to ask specific questions to only those who enroll in specific programs.

See this article for steps on how to create Program Forms, and how to attach the Program Form(s) to one or more Programs.

Under this section is the button "Enroll [name] in another class." The wording on this button is customizable, so if you want to change this, hover over the words, and click the pencil icon that appears.

Edit the wording to your preference, then click the green checkmark to save the changes.

If you want to "delete" this wording, simply click the eye icon to unpublish it and hide it from the Enroll Form.

The last sections are Payment Info and Confirmation, where you can add messages concerning payments and confirmation of enrollment.

When you are building or editing your Enroll Form, you may want to re-arrange your fields. You may also want to nest a field inside another field for organizational purposes, or to make that child field conditionally hidden/shown based on the response provided at the parent field. See this support article for specific steps in moving fields.

Some Important Tips to Remember:

To move a field, start with the field you are moving. Click the up and down arrow on the left side (see below).

We are moving the field "Dosage" in the example above. After clicking that arrow, identify where you want that field to go. Click EITHER the up or down arrow of the field above or below where you want to move it within the same section.

For example:

To move the "Dosage" field below the "Reasons for medication" field, click the down arrow on that field, and the "Dosage" field will move below that field.

If you make a mistake and click the wrong field to move, click the circle to cancel:

To nest a field inside another, called Conditional Logic, click on the long arrow (see below).

This converts the field from an independent element into a child field within the parent field so that you can add a condition (for example, only show the child field if the Enrollee answers yes to the parent question).

see what the Enroll Form will look like for Enrollees using the Preview button at the top right-hand side of the screen. This shows you the flow of the form and how it will look to customers.

NOTE: The preview is not a polished view of the Enroll Form experience. It’s an internal view that lets you see all the fields you’ve added from a design standpoint. To see exactly what your customers will see, follow these steps.