Before sending out your Enroll Form, you will need to test it for accuracy. Here are the ways to do that.
Test Using Enroll Links (Signed Out)
Sign out of your Enrollsy account or use a different browser to which you are not signed in, 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 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, just go through the form up to the payment page.
Test 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 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View unpublished Enrollment Periods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 NOTE below)
Coupon codes will not work
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.
NOTE: If you have Payment Plans, you need to UNCHECK all boxes in the payment plan section to zero to bypass the payment part!
Test 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.
NOTE: 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.
Test 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. You can also sign into the Customer Portal and enroll from there (as long as the Program is NOT private).