All Collections
Assigning & Moving Enrollees
How to Enroll Someone as an Admin
How to Enroll Someone as an Admin

Admins can easily enroll a person into a Program who does not already have an Enrollsy account

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

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

Admins may need to manually add or edit Invoices and/or Payment Plans to new enrollments. 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.

Enrolling on the Classes page (Existing Accounts)

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.

Enrolling Using the Enroll Form (New Accounts ONLY)

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 Name

  • Other Program Options (including any Class Selections)

select a Program in Enrollsy

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).

uncheck boxes to override tuition on Admin-created enrollment in Enrollsy


If you leave the Pricing boxes checked, you will go to a Payment page. If you already have a payment method on file or can get 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, 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.

Did this answer your question?