Has office personnel changed at your company? This is all you need to know to train/learn Enrollsy for your new Admin.
Remove Admin User(s)
Any personnel no longer employed should be deleted. The following screenshot shows how to add and edit/delete Users. Here's a support article for instructions on removing Admin users.
Be sure to notify Enrollsy via the chat bubble within the Enrollsy admin platform if any of your Admin users leave so we can be sure to remove them from our mailing list.
New Admin Account
Either an existing Admin (i.e., director or owner of your company) OR an Enrollsy representative can add the new office staff as an Admin User. You can also edit an existing Admin User with the new Admin's information.
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 a non-profit, you are allowed 3 Admin users. If you are on the Pro Plan, you can add up to three additional Admin users for $30/month per user.
Sign Into Enrollsy
After an Admin User profile is created, the new Admin can then log into Enrollsy at app.enrollsy.com. Learn how to sign in to Enrollsy in this support article.
Admin FAQs
We have put together some Frequently Asked Questions for Admin Users. Check out that support article for some of the most asked questions that Admin Users ask.
Account & Enrollee Management
For an all-in-one resource for Account and Enrollee management, take a look at this support article.
Support Center
Enrollsy has a Support Center that can be accessed in the Enrollsy portal anytime at the bottom of the Menu within the Enrollsy app. You can search hundreds of support articles to find the answers you need here. These articles are categorized by topic for easy access. Most have screenshots and/or GIFS/videos.
Chat Support
If you can't find the answer you are looking for in the Support Center, we are always one button away: the Chat button in the lower-right corner of any Enrollsy screen.
Our usual reply time is within a few minutes to a few hours during office hours (Monday-Friday, 9 a.m. to 5 p.m. MST), so feel free to use this anytime you have questions that can't be answered by support articles. For after-office hour chats, we will reply the next business day.
Email Us
If you need to share in more detail your issue, you can email us at support@enrollsy.com.
One-on-One Training
If you need more in-depth training (Program and/or Class setup) or need us to demonstrate our product via screen share, we offer the following options for Zoom meetings:
The first option is paid support for a scheduled meeting. These support meetings are for more use-case-specific questions, training, or set-up questions that Enrollsy clients want hands-on help with. We conduct these meetings using Zoom so we can be as helpful as possible. Paid support meetings are either 30 minutes ($40 - schedule now) or 60 minutes ($75 - schedule now). Payment for these meetings will need to be made at the time you schedule using a credit/debit card.
The second option is a free annual (once-per-year) account review. This meeting is a time for us to check in with each other and see how things are going. They are 30 minutes long (schedule now) and can be used for anything you wish.