The Enrollment process looks mostly the same. Some similarities include:
Existing Accounts automatically load if the same email address is used.
Customers and Admin users can choose the Program(s) or Class(es) for Enrollees.
However, Admin Users' view of the Enroll Form in Enrollsy differs from that of Customer/Primary Account Holders. Admins have a "backend" view, while Customers have a "frontend" view of the software. The following are some elements that Admins can see that Account Holders can't (and vice versa).
Key Differences:
Required Fields
Admins are not required to fill out all required fields. For example, regardless of which fields are required for a Primary Account Holder, Admins can skip most fields except the default required ones (Primary Account Holder's first name, email address, and Enrollee's first and last name). Customers must fill out every required field to get through the Enroll Form.
Enrollment Conditional on Age
The setting that restricts enrollment in a particular Program based on age is overridden by Admins when testing the Enrollment Form.
Unpublished Enrollment Periods
Admins can view unpublished Enrollment Periods in the list of Programs:
Full Programs
Admins can also view and enroll customers into full Programs. They will be marked by a red "Full" beside the name. Customers will not see full programs at all.
Required Pricing Options
If any payment is required, the Customer must pay before finishing enrollment. Admins can skip over the payment section, even if it's required. Admins can check/uncheck the required fees (see below). These are automatically checked for the Customer (cannot be changed).
Payment Info
Admins can skip the Payment Info section (as long as they keep all boxes UNCHECKED under Pricing Options).
If you are still in TEST mode, you can go through the Payment Info with a test credit card/ACH account. If you are NOT in test mode, keep the boxes unchecked, and this section will be skipped.
NOTE: If you have Payment Plans, you need to UNCHECK all boxes in the payment plan section to zero to bypass the payment part!
Coupon Codes
Coupon Codes will NOT work when Admins enroll if they are not submitting payment at enrollment (and are changing any charges to zero). However, if the customer has a payment method on file and the Admin user uses that payment method when enrolling, Coupon Codes will work.
Forced Auto-Pay
If you have the "Force Auto-Pay" setting under Payment Settings on the My Company page, Customers will see a message on the Payment Information pay:
That message does not show up for Admins in the Enroll Form.
Enrollment Email
New enrollment email notifications are NOT automatically sent to Admins or customers when Admins manually enroll someone. The Admin User must check the boxes to send email confirmations and any E-signature Documents.
Customers see a message similar to this on the enrollment confirmation page:
E-signature & Required Documents
Any E-signature Documents attached to the Program will automatically be emailed to the customer regardless of who enrolls the customer.
Required Documents, however, are automatically sent to the customer via the customer portal (a red banner will show at the top of the portal). Admin users have to check this box for any Required Documents attached to the Program to be sent to the customer:
Password
A generic, unknown password will be created for the Customer that they will have to reset if an Admin does their enrollment. If a Customer enrolls themselves, they will create a password.
To learn how to enroll someone as an Admin, click the support article.