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When Someone Enrolls, Does That Create an Account?
When Someone Enrolls, Does That Create an Account?

What happens when an Admin or Account Holder enrolls?

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

Yes. When an Admin enrolls someone, they create an Account with that person's information. Also, when someone enrolls from your enrollment link, they create an Account.

It is possible for an Admin user to create an Account WITHOUT enrolling someone. Learn how to do that here.

Admin users can enroll someone with very little information. The following is the only required information Admin users are required to enter on the Enroll Form:

  • Account Holder's first and last name

  • Account Holder's email address

  • Enrollee's first and last name

After creating an Account, you can always add more information (phone numbers, addresses, etc.). The Account Holder can also add or edit their Account information in the Customer Portal/Enrollsy app.

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