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How to Create a Customer Account Without Enrolling
How to Create a Customer Account Without Enrolling

Admin Users don't have to enroll someone to create an Account

Serena Edwards avatar
Written by Serena Edwards
Updated today

As an Admin user, you can create an Account for someone without enrolling them in a Program or Class.

To complete this, be sure you are logged into Enrollsy as an Admin. Then follow the steps below:

  1. Click on the Enroll button and then New Account. Fill in the information as you would on the Enroll Form.

  2. Click either "Submit" or "Submit and Add Another."

If Enrollee is the Same as the Primary Account Holder

Once you create the Account, you can change an Enrollee to the Primary Account Holder with a checkbox on the Enrollee's page. This sets the name to match the Primary Account Holders.

NOTE: Only one Enrollee can be the Primary Account Holder.

change enrollee to primary via a checkbox in Enrollsy
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