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How to Delete an Enrollment

If someone enrolled in the wrong Program or is no longer enrolled, these are the steps you take to delete the Enrollment

Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

If someone accidentally enrolled in the wrong Program or Class (or is no longer enrolled), you can delete the Program from the Enrollee's Account. Here's how.

If you need bulk deletion of Enrollments, this article will show you how to do that.

Step 1 - Find the Enrollee

Search the Account and find the Enrollee. Click on the Enrollee's name (the top tabs inside an account are Billing, Account, and the names of the Enrollee(s) in the Account).

Enrollee page in Enrollsy

Step 2 - Flip Deactivate Switch

Scroll down until you find the Enrollment Card. Flip the switch for the Enrollment you want to delete to deactivate the Enrollment (this will stop all billing and pull them from the class).

Activate enrollment in Enrollsy

Step 3 - Delete Enrollment

If you are sure you prefer not to retain the history, click the trash can to delete the Enrollment permanently.

NOTE: Please do not delete the enrollment if you think you need it. We cannot undelete enrollments; you or the customer will have to re-enroll into the Program/Class. When you delete an Enrollment, the Program and Enrollee (if this information was previously showing) will also be deleted from the Transaction History. Also, all Payment Plans and Invoices associated with this Enrollment will be deleted.

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