Admin Users can enroll someone themselves; however, there are some major differences between a Customer-created enrollment and an Admin-created enrollment. See this article for those differences.
Important Information about Enrolling as an Admin
Important Information about Enrolling as an Admin
Admins may need to manually add or edit Invoices and/or Payment Plans to new enrollments (if applicable). This means that after you enroll an Enrollee in a new Program/Class, you will have to create an Invoice for any fees currently due (i.e., "Due at Enrollment") or add or edit an individual Payment Plan to their account UNLESS you can pay any fees due at enrollment with a payment method on file or the Customer gives you at the time of enrollment. See Step 3 below.
There are three ways an Admin User can enroll someone in Enrollsy. These differ depending on if the Customer already has an account in Enrollsy or is a new Customer. We will look at each of these in detail below, and the steps to enroll someone using each method.
Enrollee page
Classes page
Enroll Form
Existing Enrollsy Accounts
Enrollee's page
You can enroll someone with an existing Enrollsy account into either a different Class (only if the Enrollee's current enrollment history DOES NOT need to be preserved) or into a new Class within the same Program the Enrollee is already enrolled in. This method will NOT work if the Program is set up in the Simple Enrollment Model, where the Class cannot be selected.
See this support article for steps to take on the Enrollee's page.
Classes page
You can enroll someone with an existing Enrollsy account only if the Enrollee's current enrollment history DOES NOT need to be preserved. If you need to preserve the enrollment history of the current enrollment, STOP reading and read this support article for instructions.
See How to assign or reassign an Enrollee for detailed instructions based on your Program setup.
New Accounts Only
Enroll Form
Follow these steps for an Admin-created enrollment using the Enroll Form:
Step 1 - Account & Enrollee Info
Click on Enroll on the left navigation menu, and enter the pertinent information on your Enrollment form (Parent/Primary Account Info and Student/Enrollee Info).
Step 2 - Program Selection
Once you get to the Program Section, choose the following:
Location
Enrollment Period
Program Options (including any Class Selections)
Step 3 - Zero out Pricing OR Pay with Customer Payment Method
If the Customer DOES NOT have a payment method on file, or you do not have access to their payment method, you will have to zero out the pricing and add it in AFTER enrollment (See NOTE below). To do that, uncheck any boxes under Pricing Options and/or Payment Plans so that all Pricing shows zero. You will have to manually add any Payment Plans or Invoices (due at enrollment costs).
IMPORTANT NOTE ON PAYMENT SECTION
If you leave the Pricing boxes checked, you will go to a Payment page. If the Account Holder already has a payment method on file, or you can get a payment from the Primary Account Holder when you enroll them, leave the box(es) checked and go through the payment step. If you DO NOT have a payment method to charge, follow the instructions above in Step 3.
Step 4 - Complete Enrollment
Check to ensure the Enrollee is in the correct Program, and then click Next Step again and Complete Enrollment to finish.