How do I reset multi-authentication?
Go to the Admins Tab. Edit the Admin you want to reset > in the drawer on the right, click "Authentication" > click the reset Multi-Factor Authentication refresh icon.
How do I add new Admins?
Go to My Company > Users Tab > Admins. Click the plus button. Name and email address are required. Put Role as "Admin" and click on cog button then pencil icon to check permissions.
How do I add new Instructors?
Go to My Company > Users Tab > Instructors. Click the plus button. Name is required. Put in Role with permissions (you can add more Roles by clicking plus button).
How do I view my bill from Enrollsy?
You cannot manage your subscription with us from the app. You have to sign in to your Enrollsy customer account from this URL: https://app.enrollsy.com/sign-in/enrollsy See this article for more info: How to provide receipts and statements.
What do I do when an ACH payment is rejected?
You will get an email notification of the failed payment and so will the customer. To find out more, About rejected ACH payments.
How do I do refunds?
For electronic transactions (ACH and/or credit cards), you can either void the payment or refund the payment. Check out this article: How to refund or partially refund an electronic check or credit card payment. For checks or cash refunds, use the Refund under Post Transaction to issue a refund in Enrollsy and send a paper check to the customer. See How to Refund for cash or check.
Go to My Company > Activities Tab. Select Enrollee, Instructor, or Class depending on whom you want to create the activity for, and click the plus button. Name your activity, then choose the icon and color. For more detailed instructions, see How to create custom Activities.
How do I send E-signature Documents?
You can send documents automatically at the time of enrollment by attaching the document(s) to the program. To send documents out manually, after enrollment, you'll need to head over to the Documents page, select the Enrollee you want to send the document(s) to and add the document(s). See How to send out E-signature Documents for more information.
I do I create a private Enrollment link?
Within the Programs settings page, click the edit pencil on any Program. Make it private and "Save" the Program. Copy the private enrollment link and send it. You can do this under the Program name or in Classes Tab under the Program. To get more detailed instructions, see How to generate a private Program enrollment link.
How do I send and view text messages?
Unread messages show up as a red number on the icon in the right corner. Read messages can be accessed in these ways:
In a person’s account under the Billing or Account tabs by clicking on the bubble at the top right
Under Enrollees/Students, check the boxes beside the recipients then click on the SMS icon
For more details, How to send and view Text Messages.