IMPORTANT Note About Companies in Test Mode (Not Yet Live)
If your company is still in test mode, meaning that you have not been set live where payments can be made, the following methods are the ONLY way to test the Enroll Form. Once a company is set live, it cannot go back to "test mode." Test mode allows a test payment method in order to get through the payment section of the Enroll Form.
Do this BEFORE Testing/Sending out Enroll Link
Follow the seven 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 (If applicable)
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 (If applicable)
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.
Before sending out your Enroll Form, you will need to test it for accuracy. Here are the ways to do that.
Testing Using Enroll Links as a Customer
It is best to test the Enroll Form in an INCOGNITO browser (so you are not signed in as an Admin user) and use one of the following Enroll links to enroll as a new Customer would.
General Enroll Link - The general Enroll Link (found on the My Company page):
Program Enroll Link - The Program Enroll Link on the Programs page or Classes page:
Programs Page Program Enrollment Link
Classes Page Program Enrollment Link
Private Enroll Link - The private Enroll Link, either on the Programs page or Classes page:
Programs Page Private Link
Classes Page Private Link
NOTE: If you are signed out and "enrolling" as a Customer, it will ask for payment information (if you have your Program(s) set up that way). To test, you have a few options:
Go through the Enroll Form up to the payment page
Enter a fake credit card number (google "Fake Credit Card Generator") Please note that you will NOT be able to complete enrollment using a fake card; this is only to get through the payment portion for testing purposes.
*Enter a 100% off coupon code (*preferred method)
Testing Using a Coupon Code
You can avoid incurring charges during testing by using coupon codes to waive fees. After copying the enroll link above, follow these steps:
Generate a Coupon Code that discounts all chargeable items, including the registration fee and any other associated costs. See how to create a Coupon Code here.
Apply the newly created Coupon Code during the test signup process to simulate a payment-free enrollment.
After completing your tests, delete or deactivate the Coupon Code to prevent unintentional use by actual customers.
It is best to test the Enroll Form in an incognito browser window (or private window) so you are not signed in as an Admin. Alternatively, you can use a different browser to ensure a clean testing environment without conflicting session data.
Complete the Enroll Form, as though you were a Customer. Once you get to section three of the Enroll Form and make Program selections, you should see the pricing you have configured. Verify that all field options such as dropdowns and file uploads are functioning as expected.
Upon completion, you will see the "My Account" button on the Enrollment Confirmation page. Go ahead and login to your test enrollment customer account. Click around to get familiar with this account. This testing ensures you experience the tools available to customers and helps validate account features.
Testing Using a Fake Customer Account
You may decide you want to see the Enroll Form completely from the Customer's perspective. Check out "How an Admin can create their own Instructor and/or Customer Account" for more information on how to create a Customer Account.
To access the Enroll form, use either the general Enroll Form link or the private link if the Program is private. If you use this method, be sure you are using an INCOGNITO browser or have completely signed out of Enrollsy (and cleared your browser cookies/cache).
You can also log in to the Customer Portal and enroll from there (as long as the Program is NOT private, and you haven't hidden the "Enroll" button in the Portal).
Testing Signed in as an Admin
Sign in and click Enroll on the left menu. Go through the Enroll Form questions. The downside to testing this way is that Admins can do some things Customers can't, including the following:
Skip most fields except the default required ones (Primary Account Holder's first name and email address, and Enrollee's first and last name)
Override age restrictions
View unpublished Enrollment Periods
Ability to check/uncheck required pricing options/skip the payment section (see How to Skip Payment on the Enroll Form below)
Coupon codes will not work unless you go through the payment section
Ability to override forced auto-pay
Inability to view the terms and conditions
See this support article for more information on how Admin views differ from Customer views.
How to Skip Payment on the Enroll Form
If you are using Payment Plans, you need to UNCHECK all boxes in the Payment Plan/Pricing sections to zero to bypass the payment part!
Testing Using the Enroll Form Preview Button
On the Enroll Form page, click the blue floating "Preview" button on the right side. This way of testing will not allow you to complete enrollment.
IMPORTANT NOTES ABOUT THE PREVIEW BUTTON
The Preview feature only shows a preview of the Enroll Form questions (not the Location, Enrollment Period, or any Program Options). If you want to see the entire Enroll Form, please choose one of the above options.
The Preview feature will pick up the first Program Form. If you need to preview another Program Form, refresh your page, select the Program Form, then hit "Preview" again.
If you EDIT any field, you will need to refresh your page then hit "Preview" again to see the change(s).
If you EDIT a Program Form, you will need to refresh your page, select the Program Form from list again, then hit "Preview."