At some point, you may want to create internal or Admin-only fields on the Enroll Form. To learn more about Enroll Form fields, check out this support article.
To create an internal field, follow these steps:
Step 1 - Choose the Section
Go to the Enroll Form page (My Company > Forms > Enroll Form). Choose the section you want the internal field in:
Account Info
Enrollee Info
Program Selection
Step 2 - Choose the Field Element
Next, click the plus button. A list of the field elements will appear. From the list, choose the element and enter the label of that field (i.e., "Internal Field" or "Office Only").
After clicking on the desired element and entering a label (required for each except the Formatted Content), click Add.
Step 3 - Other Settings
Within the Enroll Form field settings are "Other Settings" at the very bottom of the field editor, where you can hide fields or make them not able to be edited.
If only one option is selected at a time, this is what would happen:
Not Editable by Primary Account Holder
The Primary Account Holder does not fill in the field on the Enroll Form (the field is hidden on the Enroll Form). The Account Holder also cannot edit the field but can view that field on the Customer Portal.
Hide in Customer Portal
Primary Account Holder completes the field on the Enroll Form but cannot view those responses in the Customer Portal.
Hide in Instructor Portal
Primary Account Holder completes the field on the Enroll Form, but the field cannot be viewed in the Instructor Portal (only by Admins).
Hide on Enroll Form
The Primary Account Holder does not fill in the fields on the Enroll Form but can edit the response.
Include in the Primary Account Holder Confirmation Email
This is the enrollment confirmation (welcome) email sent to the Primary Account Holder.
Include in New Enrollment Email for Admin
This is the email sent to one or more Admin Users after a person has enrolled.
NOTE: One or all three of these settings can be turned on for any field, depending on what you want the Account Holder to be able to fill out, edit, and/or view.