Enrollsy has numerous features around Forms and Documents, so it's important to know the difference between them. This guide will help you figure out which Form or Document is right for you!
Enroll Form
The Enroll Form is our customizable solution for streamlining enrollment. It integrates with your Programs and Classes, payment processing solutions, and custom E-Signature workflows. Bringing everything together into one streamlined process.
Important Notes About the Enroll Form:
It is set up on a Company level, meaning that regardless of how many Locations you have, the Enroll Form will be the same. To create different intake fields depending on enrollment, see Program Forms below.
It can be completely customized according to your company's needs. Find out how to do that here.
We have a true reservation-style system. This means when someone fills out the Enroll Form, at the moment they make their selection (but before they pay and finalize), that spot is reserved until they complete their enrollment, or the window times out due to inactivity (after 30 minutes). In this way, overbooking is prevented using the capacities you set.
This support article, About the Enroll Form, explains the sections and field types found within the Enroll Form.
Program Forms
If you need to ask for information based on a particular Program selection, you can easily create and add a Program Form to your Enroll Form. With a Program Form, you can gather specific information for certain Programs. For example, if you have youth and adult programs, you can ask questions geared toward each program.
Important Info on Program Forms:
A Program Form will need to be attached to certain Programs to show up directly under the Company-level Enroll Form at enrollment. Learn how to do that here.
Program Form questions will show up under each Enrollment Card on the Enrollee's page in the Admin and Customer portals.
Program Form fields can show up on an E-signature Document (see below) if the Document is set at the Enrollment level.
Take a look at this support article to learn more about Program Forms and how to create one (or two, or three).
Activity Forms
Enrollsy allows you to add a customized Form to a particular Activity so that Customers or Instructors can post it from the Instructor or Customer App. These types of Forms are called "Activity Forms" on the Enrollsy platform and can be accessed from the My Company page > Forms tab > Activity Forms.
See How to Create an Activity Form to learn how to create a Form (the interface looks the same as the Enroll Form and Program Form). See How do I add a Form to an Activity on adding your customized Form to an Activity that instructors and/or customers can view/edit.
Important Things to know about Activity Forms:
These Forms MUST be attached to an Activity for them to be viewed or filled out. Click the link above to learn how to add a Form to an existing or new Activity. In the future, Activity Forms will also be available to embed on your website.
You can make a Form as simple or complex as you need (all Field Elements are the same as the Enroll Form; click here for a refresher).
Activity Forms show up on the Activity page for customers to view.
Required Documents
In Enrollsy, we have a place to add "Required Documents." But what do we mean by "Required"? We call it a Required Document because we assume you will have at least one Enrollee that will need to complete the document. You get to set your requirements around who gets the documents you add. They can either be added to Enrollees one by one or automatically by attaching them to a Program.
Remember this about Required Documents:
Don't add Documents that need to be downloaded only or electronically signed. Documents like a Handbook can be added as Content, and documents that need to be signed can be created as an E-signature Document.
Examples of Required Documents: Documents to be filled out and/or uploaded by a customer and Documents that the customer needs to upload.
Documents containing sensitive information (social security numbers, bank information, birth certificates, etc.) should not be uploaded or stored on Enrollsy.
To make a Required Document "required," you will need to add it to one or more Programs.
Required Documents show up as a red banner in the Customer Portal. Customers can view, upload, or download these documents there.
Admin Users can find completed or incomplete Required Documents on the Documents page.
Check out the Support Center for more information about Required Documents.
E-signature Documents
Need to create digital PDFs for a legally binding signature? Enrollsy has E-signature Documents that can be fully customized by you!
Info on E-signature Documents:
Additional fees (per signature) apply for this feature. Check with us via chat or email to find out the current pricing.
Admin Users must have permission to use this feature. It can be turned on by Enrollsy or another Admin.
All E-signature Documents must be in PDF form and should be 8.5x11 in size and easily readable.
E-signature Documents use the company Enroll Form as its base; the fields are mapped (transposed) into the document via a Design Editor. Click here to learn all about the Enrollsy Design Editor.
Customers are sent an email with a link to fill out and sign E-signature Documents.
Admin users can find completed or incomplete E-signature Documents on the Documents page.
Check out the Support Center for more information about E-signature Documents.
Content
A Document used for reference or other purposes (other than to sign, fill out, or submit) can be added using Enrollsy's Content feature. For example, a Parent Handbook, a Holiday calendar, PDFs, PowerPoint Presentations, videos, and more.
More on Content:
Admin users will need to have permission to manage Program Content.
Admins can allow Instructors to manage content as well.
Content added here will need to be hosted elsewhere, like Google Drive, Dropbox, OneDrive, YouTube, Vimeo, PDF Host, and/or your website. One primary advantage to linking to hosted content is that when you update the content, you will not need to edit or update it in Enrollsy.
Customers can view content on the Content page in the Customer portal.
Admin users can find content on the Content tab on the Classes page
Take a look at this support article for more information on adding Content to your Programs.