Since we do allow our clients to change the terminology within Enrollsy, we have to have our own lingo that we refer to (and write support articles on). See "Learn Enrollsy Lingo" to learn the terms we refer to so you know how to search for what you need in our Support Center!

Go to the Admins Tab. Edit the Admin you want to reset. In the drawer on the right, click "Authentication," then click the reset Multi-Factor Authentication refresh icon.

Remember that you have a limited number of users based on your selected plan package. You can always upgrade to more users for a monthly charge. If you are on the Pro Plan, you can add up to three additional Admins for $30/month per user. To create a new Admin profile, follow these steps:

Go to My Company > Users Tab > Instructors

Click the plus button. A name is required

Enter roles with permissions (you can add more roles by clicking the plus button)

You have to sign in to your Enrollsy customer account from this URL: https://app.enrollsy.com/sign-in/enrollsy For more information, see this article.

To find out more about rejected ACH payments, see this article: About rejected ACH payments.

For electronic transactions (ACH and/or credit cards), you can either void the payment (for same-day payments) or refund the payment. Check out this article: How to refund an ACH or credit card payment. For checks or cash refunds, see How to Refund for cash or check.

When you post a "charge," you are essentially creating an Invoice with tuition or some other fee to a customer's account. Learn more about Charges and Payments here. Also, see How to add or create an Invoice.

When you post a "payment," you are collecting and/or recording some kind of payment that will either be taken out of the customer's account or already made to you. See How to pay an Invoice for instructions.

Payment plans are payment events that happen on a given date/time.

Enrollsy allows for three types of Payment Plans created inside an Enrollment Period:

To edit an existing Payment Plan inside an Enrollment Period, click here.

To add, remove, or edit an Individual Account's Payment Plan, click here.

If you need to REASSIGN an Enrollee (meaning you don't need to keep the current enrollment), then you can easily do this on the Classes page. See this article for detailed instructions. NOTE: If an Admin user reassigns an Enrollee this way, any Payment Plans or Invoices on the current enrollment will be lost!

If you need to KEEP the current enrollment while moving the Enrollee to another Program or Class, see this support article for details.

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.

Required Documents are Documents that you require of at least ONE Customer and need to be filled out and/or uploaded by the Customer. Learn more about Required Documents here.

E-signature Documents are Documents provided by you and saved as a PDF. They are then uploaded to Enrollsy and mapped with the fields on your customized Enroll Form. They are then emailed to your customers to e-sign. Learn more here.

Activity Forms are customized Forms attached to an Activity that Customers can fill out on the Customer App. You can add fields just like the Enroll Form Activities with attached Activity Forms are viewable from an Enrollee's page. See How to Create an Activity Form for more info.

Program Forms are just like the Enroll Form and are added on the Enroll Form page under "Program Selection." What makes them different is that they are attached to specific Programs and only show up when those Programs are selected at enrollment. Click here to learn how to create and add a Program Form. Program Forms can be required at one of three different levels: Primary Account Holder, Enrollee, or Enrollment.

You can send documents automatically at the time of enrollment by attaching the document(s) to one or more Program(s). See How to send out E-signature Documents for more information.

You can easily view any completed or incomplete Documents (Required or E-signature) in the Notification Center. See How to be notified of completed Documents for how to set this up.

You can do this under the Program name or in the Classes Tab under the Program. Click the edit pencil on any Program. Scroll to "Advanced," and toggle the switch to private, then click Save. For more detailed instructions, see How to generate a Private Program enrollment link.

Unread messages show up as a red number on the icon in the right corner. Read messages can be accessed in these ways:

For more details, see How to send and view Text Messages.