There are multiple ways to find an Account page in Enrollsy:
Enrollees Table
Invoices Table
Search Bar
Enrollees Table
One way to find a Customer's account page is to do the following:
Go to Enrollees in the left Menu and then click on either the Enrollee's or the Account Holder's name
Click the Account Holder, and you will be taken to the Billing page by default
Click the Enrollee's name, and you will be taken to their profile page
From either of those two pages, you can then click on Account in the upper tabs:
Invoices Table
Another way to get to a Customer's account is to do the following:
Go to Invoices in the left Menu and then click on either the Enrollee's or the Account Holder's name
Click the Account Holder, and you will be taken to the Billing page by default
Click the Enrollee's name, and you will be taken to their profile page
Search Bar
The last way to find an account is to search for an Account in the search bar at the top. Just type in any of the following information:
The email address of either the Primary or Secondary Account Holder
The first and/or last name of either Account Holder
The phone number of either Account Holder
The first and/or last name of the Enrollee
