Table of Contents
When just starting with Enrollsy, things can get a little overwhelming. We understand. That's why we put together this guide to learn how to manage Accounts, Enrollees, and Enrollments. Just click on the topic you want to know more about to be directed to the support article. If you have any questions, learn how to contact Enrollsy customer support.
Enrollment begins with creating your Enroll Form and sending it to your Customers, OR enrolling Customers as an Admin.
How do I test my Enrollment Form?
Learn three ways to test your enrollment form before sending it out
Does enrolling someone create an Account?
What happens when an Admin or Account Holder enrolls?
How do I send a customer my Enrollment Form?
Ways to send your Enrollment Form to your customers via Links
How do customers pay when they enroll?
Interested in knowing how customers are asked to pay upon enrollment?
How do I send a customized Enrollment link?
Use Enrollsy's Enroll Link Builder to customize your own Enrollment link!
Where can I find Enrollment & Account Links?
It's easy to copy links for the Enroll Form and Account (Customer Portal) login page.
What is the difference between a customer-created Enrollment and an Admin-created Enrollment?
Does it matter who does the enrolling: Customer or Admin?
How do I know if someone tries to enroll but doesn’t finish?
Enrollsy captures information on those who don't complete the enrollment process; otherwise known as "leads"
How do I enroll someone on a Waitlist or Program as an Admin?
Admins can easily enroll a person onto a Waitlist or into a Program
Can I see at a glance how many Accounts/Enrollees/Enrollments I have?
Enrollsy gives you a visual of all Enrollments for the last week, month, and quarter
Can I see the total number of enrollments in the last week/month/quarter? Enrollsy makes it simple to see all your Enrollees on one page!
Should I deactivate an Enrollment when someone withdraws?
What you need to do if you have a withdrawal from your Program
Can I delete an Enrollment?
If someone enrolled in the wrong Program or is no longer enrolled, these are the steps you take to delete the Enrollment
How do you manage Enrollees (Students/Children) once they are enrolled? Find out below.
How do I see Enrollees who are unassigned? (not in a Class)
Learn how to assign Students to a Class in Enrollsy
How do I assign an Enrollee to a Class?
Unassigned enrollees can easily be assigned to a classroom
How do I move an Enrollee to a different Class list or Program?
Follow these four steps to switch Enrollees/Students to another program or class
How do I add another Enrollee to an existing Account?
If you have an existing Account and need to add an Enrollee to that Account, follow these simple steps.
What happens if I delete an Enrollee record?
Learn what all takes place if an Enrollee is completely deleted in Enrollsy
How do I move an Enrollee out of a Waitlist and into a Class?
Transferring Enrollees from a Waitlist into a Class is a Two-Step Process
Managing Accounts includes making sure Account information
Can I import my accounts into Enrollsy?
No need to manually add accounts; learn to quickly add them
How do Accounts with a credit work at the time of enrollment?
How Enrollsy handles credits of existing Accounts
Can an Account Holder login on two different devices?
Enrollsy allows login on the App and through a link
Can Account Holders have two different emails to the same account?
Email addresses in Enrollsy
Can I change how Account Holders receive notifications?
Choose how payment due and auto-pay notifications are sent out
Where do I find an Account page?
How to find your Enrollees' Account information in Enrollsy
Can an Account Holder cancel a Class?
Do you want to allow Account Holders to be able to cancel their Class from within their portal? Using this setting on the Program, you can!
Can I merge duplicate Accounts?
Sometimes you may have two identical accounts and need them combined into one. Here's what to do in that case.
What happens when I deactivate an Account?
Learn what happens when you hit the deactivate button on an Account
Is there a way to delete an unneeded Account?
If you have an Account that was made in error and needs to be deleted, learn how to get that done
Can someone other than the Primary Account Holder sign in to a customer Account?
Enrollsy allows a Secondary Account Holder full access through the app or a browser with their own email and password.
Further Reading: Many other "Get Started" questions can be answered in our Get Started User Guides or our Support Center. If you still can't find an answer, let us know in the Chat Bubble within the Enrollsy App that look like this: