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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 over a week ago

As an Admin, you can now 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:

Step 1 - Click on the Enroll button and then New Account.

Step 2 - Fill in the information as you would on the Enroll Form

Step 3 - Click either "Submit" or "Submit and Add Another."

Once you create the Account, you can change an Enrollee Account 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 Account can be the Primary Account Holder.

change enrollee to primary via a checkbox in Enrollsy
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