In the world of Enrollsy, we have specific "lingo" to identify aspects of our product. Sometimes clients get confused and use the words "Account" and "Enrollment" interchangeably. However, they describe very different things.
Account
An Account is typically identified by a name and a unique email address (optionally an ID). Accounts are owned by a Primary Account Holder, who is ultimately responsible for payment. An optional Secondary Account Holder may also be included. The Primary Account Holder is usually the one enrolling someone (unless they are enrolling themselves).
If the Enrollee (i.e., Student, Child, etc.) is an independent adult and not a dependent, the Account and the Enrollee might be the same person. Learn where to find the Account page.
Example: Sally Johnson, sally@domain dot com, 2387 (ID is optional)
Where to find an Account
An Account can be found by typing in the name of the Account Holder or Enrollee in the search bar at the top and clicking on the Account tab (as seen below). They can also be searched by the email address or phone number (no dashes) of either Account Holder.
Enrollment
An Enrollment is the Program and/or Class the Enrollee (Student, Child, etc.) is enrolled in. The word "Enrollee" is a label that can be changed to Child(ren), Student(s), Registrant(s), Player(s), Subscriber(s), Member(s), Traveler(s), etc.
Enrollments can be found on the Enrollee page (see Where to Find Enrollments) on "Enrollment Cards." Enrollment Cards contain the details about the enrollment, including the Program name, the selected Class(es), and any Payment Plan(s) selected or subsequently added by an Admin.
Where to Find Enrollment(s)
To view an Enrollee's Enrollments, go to the Enrollee tab (see below). You can also type in the Enrollee's name in the search bar (as well as the Account Holder's name, email, or phone number).
This page identifies the Programs and Classes the Enrollee is enrolled in (or was previously enrolled in). It also includes information about the Enrollee garnered from the Enroll Form.
Note About Class & Program
A "Class" can be named whatever you'd like to call it. We have seen options that include Group, Stage, Course, etc. The word "Program" is also a label and can be changed to Plans, Trips, etc.
Example
Under "Programs," you will see the current Enrollment and any previous Enrollments on the Enrollee tab. This section includes the following:
The Enrollment Period (Open Enrollment)
The Program name (Adult Enrichment - Fall)
The Program schedule (1:00 pm-2:00 pm)
The Class name (Floral Design)
The Instructor name(s) (Sarah Lemon)
Enrolled on a date at the top right (Enrolled 09/20/2023) - this date CAN be edited
Activate switch (blue switch button that when switched off deactivates the Enrollment)
Go To Button - Click this button to go to the Documents or Activities tabs for Enrollees.
Actions Button - Re-send an Enrollment confirmation under this button.
