How to Find an Account page

How to find your Enrollees' Account information in Enrollsy

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

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

    Enrollees page in Enrollsy
  • From either of those two pages, you can then click on Account in the upper tabs:

Account page in Enrollsy

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

invoices table in Enrollsy

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

Search bar in Enrollsy

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