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How to Add Another Enrollee to an Existing Account
How to Add Another Enrollee to an Existing Account

Follow these steps to add someone to an Enrollsy Account

Richard Hogan avatar
Written by Richard Hogan
Updated over 3 months ago

Do you need to add another Enrollee to an already existing Account? Follow these steps:

Step 1 - Search for the Account

Find the account you want to add an Enrollee to (the quickest way is to search using the search bar at the top of the page. Search by Account Holder or Enrollee name or Account Holder email or phone number.

Search Accounts in Enrollsy

Step 2 - Add Enrollee

From the search results, select the account to which you want to add an Enrollee. Click on the blue plus button in the top right of the page where you see the Billing, Account, and other Enrollee tabs. Enter the following information and click "Submit" to add the Enrollee:

  • Enrollee's first and last name

  • Gender*

  • Birth Date*

(*These default fields will only show if they are visible on the Enroll Form. No custom fields are viewable here)

Step 3 - Enroll Enrollee in a Program/Waitlist

To add the Enrollee to a Program or a Waitlist‍, after adding the new Enrollee, follow these steps:

  1. Click the "Enroll [Enrollee Name]" button. This will take you to the Enroll Form.

  2. Skip the first section unless you need to edit the Account Holder's information. In the Enrollee Info section, choose the new Enrollee and add any pertinent information.

  3. Under Program Selection, choose the Program options and Program the Enrollee should be enrolled.

  4. You have two options as far as payment:

  1. CLICK OFF any boxes checked for tuition. That way, you can complete the enrollment without having to put in a payment. The only caveat to this is you will have to manually enter an invoice or payment plan.

  2. Enter Payment Method. Leave the payment boxes checked and enter the customer's payment in the Payment Info section. You can use a payment method on file or enter a new payment method the customer gives you.

**Be sure to click "COMPLETE ENROLLMENT" to finish the enrollment!

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