Follow the 10 steps below BEFORE sending out an Enrollment link:
1 - Publish Location(s)
You'll need to have at least one active, published Location. Find out more here: How to edit a Location or publish Location(s).
2- Publish Enrollment Period(s)
You must have at least one active, published Enrollment Period. Use the same basic steps above to publish at least one Enrollment Period. Hint, click the cog and click the "eye" to publish an Enrollment Period.
See About Enrollment Periods for more detailed instructions and more information on Enrollment Periods.
3- Program In The Enrollment Period
You'll need to complete at least one Program in that Enrollment Period. Creating a Program completely is an entire post in and of itself. If you have a completed Program, you should have it set up so that a successful enrollment will yield the desired result (including any payments, E-signatures, agreement to terms, etc.).
NOTE: There is an option to hide a Program from the Enroll Form on a specified date. If you entered a date of today or before the Enrollment end date, there won't be any Programs available to enroll in.
You will also see "Not Visible" in red on the Programs page if the Enrollment end date is in the past:
4- Class with a Capacity
If you have the Enforce enrollment capacities setting on (My Company > Enroll Form settings), you will also need at least one Class with a set capacity for each Program you create.
Additional support articles: How to create a Class and How to change Class Capacity.
5- Activate Merchant Account (Optional)
If you are using Enrollsy for ACH and/or debit/credit card payments and require payment at enrollment, you will need us to activate your merchant account. If you are not sure if your merchant account(s) are active, contact us via the chat bubble within the Enrollsy admin platform.
6- Activate Documents (Optional)
Do you need E-signature Documents, Required Documents, or Program Forms? If yes, have they been attached to the right Program(s)?
If you are using Enrollsy for E-Signatures, you will need us to activate your E-Sign module. Contact us via the chat bubble within the Enrollsy admin platform.
7- Welcome Messages & Terms
Set up your Welcome Message & Terms & Conditions and attach them to your Programs if they are unique per Program.
8- Customer Instructions
Download your Enrollsy Customer Instructions Template and Customer FAQ Template for your customers and fill it out with your company info. This template has all the login links you will need for your Customers to enroll and log into their accounts.
You can send your Customers to the Customer Portal section of our Support Center. We also have this collection of customer-centric videos that they can view.
9- Verification
To verify the above is done to your satisfaction and that everything is saved correctly and working as intended, you will need to do at least one test enrollment as a customer* (see How to Test Enrollment Form/Links)
*Make any changes to Enroll Form fields, Program/Class pricing, or anything else that doesn’t look correct. Remember that you alone are responsible for things working as you want them to.
Before you go live, contact us through chat with any issues you find so we can assist in resolving anything that is not an issue you have control over.
10- Check the Getting Launched page
When you sign in to Enrollsy and have anything still under "To Do" that you cannot remove, contact us before sending your customers a link to your Enroll Form.
