Viewing Unassigned Enrollees
To view any Unassigned Enrollees, follow these steps:
Step 1 - Check Enrollment Periods
Go to the Classes page (left menu). In the top left of the Classes page, you will see a dropdown menu of your Enrollment Period(s). The current selection determines which Programs are visible. There will be a red circle with a number if there are any Unassigned Enrollees in that Enrollment Period. The number represents how many Unassigned Enrollees are in that Enrollment Period.
Step 2 - Check Programs
After choosing the correct Enrollment Period, when you click on a Program, the Classes within that Program are displayed on the right.
No Unassigned Enrollees
If there are NO Unassigned Enrollees, the blue circle with the white arrow and the blue arrow next to the word Unassigned will both be pointing to the right. This means the Unassigned section is collapsed or not visible. You can click either of the arrows to open it. See below for these arrows:
Unassigned Enrollees
If there is at least one Unassigned Enrollee in a Program, you’ll notice a red circle over the word Unassigned with the number of Unassigned Enrollees in it. You will also notice the blue circle with the white arrow will turn red.
Step 3- Open Unassigned List
Click on the (now) red circle with a white arrow to open the Unassigned List.
Add Enrollees to the Unassigned List
To add an Enrollee to the Unassigned List, click the Add button. Search by first or last name in the search bar.
When you click on the correct Enrollee's name, they will be added to Unassigned. Then you can assign them to a Class or re-enroll them in a different Program (see below).
Remove Enrollees from the Unassigned List
Remove an Enrollee from the Unassigned List by checking the box beside the Enrollee's name and selecting the Remove button. Here you can choose whether to Deactivate or Deactivate & Delete the selected ENROLLMENT.
Deactivating an Enrollment will:
Remove the Enrollee enrolled from their Class assignment
Turn off Auto-Billing for that Enrollment
Make the Enrollment INACTIVE, and to view it, you will need to show Inactive Accounts, which can be done on the Enrollee page under each of the three tabs (Table, Activity, and Documents).
Deactivating AND Deleting an Enrollment will do all the above AND delete the Enrollment permanently. IT WILL NOT delete the Account or the Enrollee!
Assign Enrollees to a Class (in the same Program)
On the Classes Page
To assign the Enrollee to a Class within the same Program, click the checkbox in the row by their name and then the Assign button.
Choose the Class to assign them to in the list (this is ONLY for Classes within that Program).
On the Enrollee's Page
If someone already has an Enrollsy account, you can enroll them into either a different Class (only if the Enrollee's current enrollment history DOES NOT need to be preserved) or into a new Class within the same Program the Enrollee is already enrolled in. To do this, follow these steps:
Search for the Enrollee in the search bar and click on the person's name to get to their page.
On the Enrollee's page, on the Enrollment Card, click on "Actions"
Select "Edit Enrollment" in the dropdown menu
A new window will open where you will see the current enrollment checked. Here, you can do the following:
Remove the Enrollee from the current Class (uncheck the box of the current Class)
Add one or more Classes (check the boxes beside each Class in the Program)
When you edit an enrollment in this manner, you will see a notice pop up at the bottom of the screen that says, "Enrollments successfully changed! Payment Plans NOT changed, navigate to the Billing tab to make any necessary changes." This means that if the Class you changed was assigned to a Payment Plan, that Payment Plan will no longer be assigned to that Class. You will need to click on the Billing tab and reassign the Payment Plan to either a new Class or to the Program. See this support article for how to fix invalid Payment Plans.
Re-enroll Enrollees to a different Program
To re-enroll the Enrollee to a different Program, click the checkbox in the row by their name and then the Re-enroll button.
A window will open where you can select the new Enrollment Period and/or Program. Click Save Changes, then go to the new Program's Unassigned section to assign the Enrollee(s) to a Class.