An Account is typically identified by a name and a unique email address (and optionally an ID). Accounts are owned by a Primary Account Holder, who is ultimately responsible for payment. An optional Secondary Account Holder may also be included. In the event the Enrollee is an independent adult and not a dependent, the Account and the Enrollee might be the same person. E.g. Sally Johnson, sally@domain dot com
Sometimes an account holder will enter a different email address (or enter their email address with a typo) during enrollment, thereby creating a new account within Enrollsy. This usually requires the two accounts for the same Primary Account Holder to be merged back into one.
As of this article's writing, an Admin user can't merge one Account with another. Only Enrollsy can merge accounts. To do this, contact us using the chat bubble within Enrollsy. Choose the following options:
View support menu (account issues)
Merge accounts
Be sure to provide the following:
The email address of the Customer Account that needs to remain.
The email address of the Customer Account that needs to be merged and deleted.
Any other additional information relevant to the merge request.
We will automatically merge any financial data to the account that will remain.
NOTE: We can typically process a merge request during business hours (Monday through Friday 7 a.m. to 5 p.m. MST) within a few minutes. If it's after business hours, we will process it the next business day. We will update you on the same chat.
**If you have additional questions, please start a new chat so we can dedicate that chat to the merge request.