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Enrollsy's Lingo and Common "Gotchas"
Enrollsy's Lingo and Common "Gotchas"

Discover Enrollsy's most common words, nuances, caveats, and shortcomings (every software has 'em)!

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

Enrollsy Lingo

Enrollsy has our set of words and phrases like most software companies. Click here to check out the list and get familiar with our “speak.”

Common “Gotchas”

Having software that works for everyone how they think it should is impossible. Gotchas are the nuances, caveats, and shortcomings that may not be possible to “fix” but that you should be aware of. If you’re unaware of these, they might leave you feeling like the software is broken or doesn’t work.

Before you jump to that conclusion, please double-check that you have done (or haven’t done) one of the following “Gotchas”:

  1. Enrollment Periods - If you can’t find an Enrollee, Class, or Program, you may be in the wrong Enrollment Period. Learn about Enrollment Periods.

  2. “Enrollment ends on” - Is a Program or Class not showing up in your Enroll Form? You may have the Enrollment ends on date set in the past. Find out more about the “Enrollment ends on” date.

  3. Publish Enrollment Period/Memberships - If your Enroll Form says there are no Programs or Classes available to enroll in. Yet, you just finished creating them (and there isn’t an Enrollment ends on date in the past in your settings), chances are your Enrollment Period(s) haven’t been published. The same goes for Memberships. Learn how to publish an Enrollment Period here.

  4. Publish Locations - If your Enroll Form isn’t showing some of your Locations, then you likely need to publish more Locations, or take a look at the next Gotcha below.

  5. Right Location - If you have multiple Locations and Programs are not visible for specific Locations, you need to adjust your Programs to include all the correct Locations. Learn how to do that here.

  6. Private Links - If your Enroll Form isn’t showing a Program as an option and all the above Gotchas check out, your Program might be a Private Program, or you may not have a Class with a Capacity.

  7. Classes - If your Class(es) aren’t showing up on the Enroll Form, you may have the same Program Options on your Program.

  8. Multi-List Classes - If you have your Programs set up on "Multi-List" and your Classes are not showing up, you may have forgotten to add the Selection List to each of your Classes.

  9. Credit Pricing - If you have Credit pricing set up on a Program and the pricing is not showing on the Enroll Form (instead there is a red message that pops up that says something similar to this: "[Credit Category Name] allowed: 1 to 2"). This means you have not put the Credit Category on the Class.

  10. Save Button - Many pages in Enrollsy support auto-saving. But, there are a few pages where changes you make need to be deliberately saved, specifically on the Billing, Account, and Enrollee pages and on the My Company page.

  11. Enroll - When you use or preview your Enroll Form as a signed-in Admin, your experience differs significantly from your clients. Make sure you preview your Enroll Form or test it while signed out if you want to see what their experience looks like. Learn more about these ways of testing your Enroll Form here.

  12. Enroll Form - If something is not showing up on the Enroll Form, check out this article that tells you what could be the issue.

  13. Inactive Accounts or Enrollments - If an Account or an Enrollment is deactivated, it will no longer show up on the Enrollees Table under Enrollments, Enrollees, or Accounts. You will have to click the "Inactive switch to view these.

  14. Admin or Instructor Permissions - If an Admin or Instructor cannot access a page within Enrollsy, they may not have the permission checked. Learn how to change an Admin's permissions or an Instructor's permissions.

  15. Instructor Portal - If you have Instructors who are not lead teachers but go into multiple classrooms, and you want them to be able to check in/out, enter or exit classrooms, or do other Activities in the Teacher App, be sure to add them to ONE existing classroom. If there are no active students in a class, teachers will not be able to see the Class in the Teacher App.

  16. Rosters - If you are trying to print a Roster (All Rosters/Custom Rosters/Class Rosters), and your columns are not populating correctly, it may be that you don't have the value added to the column.

  17. Automatic Date Filters - If the information you are looking for is not populating on the following pages, it may be you need to clear the automatic filters at the top of the page:

  18. QuickBooks Syncing - If you're having issues with syncing QuickBooks, it could be that your mapping is not correct.

For Frequently Asked Questions, see Admin FAQs

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