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FAQs Asked By Customer/Account Holders
FAQs Asked By Customer/Account Holders

Frequently Asked Questions Company Account Holders ask answered

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

How do I contact Enrollsy Support?

If you are a Customer of a company (a.k.a., you or your child is enrolled in a company that is one of our clients), please reach out to the company you are enrolled in and speak to one of their administrators first. If needed, that administrator can contact us via chat or email with your issue.

How do I sign in?

NOTE: You must already be enrolled in a Program or have an account in Enrollsy to sign in. DO NOT go to Enrollsy's website to sign in. You can log in one of two ways: Through the Enrollsy App or on a browser (we recommend the latest version of Chrome or Safari) using an account sign-in link provided by the company. Here is more information on each of these methods:

Download the Enrollsy App:

Once the app is downloaded, log in with the SAME email address you used to enroll. If you don't know which email you used, please contact the company you are enrolled in.

Sign-In Links:

You can also log in using a browser - we recommend Chrome or Safari. Please contact the organization you enrolled in for the account sign-in link. If the link is available on the organization's website, go there. DO NOT go to Enrollsy's website to sign in.

How do I reset my password?

Go to either the Enrollsy app on your phone OR the link provided by the company you are enrolled with (do not try to sign in or reset your password from enrollsy.com).

Click Reset Password. You should receive an email to reset your password. If you can't find the email, click here to troubleshoot.

What if I didn’t receive the password reset email?

  • Verify your login email address to ensure it is the same email address in your account. You can do this by contacting the organization you are enrolled with.

  • Click the password reset link below. Then go through the process one more time and recheck your email. You will often receive a password reset email, but not click on it soon enough (password reset emails expire in 2 hours for security reasons).

  • Please look in your inbox/junk/spam folders if you don't see the email.

  • If neither of the steps above works, whitelist enrollsy.com by following these instructions.

  • Remember: When a reset password email is generated, only the most recent email's link will work to reset the password. Generating many reset password emails in a row is not advised because doing so will invalidate previously generated emails.

What are the most common email issues affecting log-in?

The Primary Account Holder will need to use the SAME email address used to enroll. If you don't remember the email address you used to enroll, please contact your school Admin. The same Account Holder can only have ONE email address on an Enrollsy Account. There CAN NOT be a second email address associated with any other Account. If there is, you will not be able to log in. For example, you are a Primary Account Holder for one account and a Secondary Account Holder for another using the same email address.

How do I change my email address or phone number?

Sign in to your account. Click on the menu to access the My Account page. Click "Account" to edit contact information.

How do I enroll?

There are a variety of ways you can enroll, depending on the organization you are enrolling in. If the Enroll button is visible in the Customer Portal, you can directly access the Enroll Form from there. If the Enroll button is hidden or the Class you are enrolling in is private, your organization will send you a link to enroll, or you may be able to enroll via the organization's website.

Once you access the enroll form, you’ll be able to either create a new account or sign in with an existing account (using the same email address you currently have on file). For more information, see How to Enroll and Re-Enroll in Customer Portal.

Can I Enroll If I Have an Enrollsy Account?

When a current Account Holder/Customer enrolls and enters the same email address they currently have on their existing Enrollsy Account; the system will prompt them to load their current information. To do this, select "Load customer" to use your current email. The system will input all the Customers' current information into the Enroll Form. If you click "Cancel," you must fill out the Enroll Form anew. None of their information will load into the Enroll Form.

NOTE: If your email address has CHANGED, and you have an Enrollsy Account, you should contact an Admin at the organization you are enrolling in to change the email address on their side. After the change, you can log in using the new email address.

How do I enroll additional enrollees or in additional classes?

To add additional participants, click the “Add New [Enrollee/Student/Child]” button at the bottom of the screen on the enroll form. If you have already enrolled, log in to your account and select Enroll from the menu. Verify and update any information on the Account and Enrollee, and go through the next steps until you are on the Program selection; choose the Program you want to enroll in. Proceed through the rest of the Enroll Form and pay for your chosen Program.

How do I enroll on a waitlist?

If you already have an Enrollsy account, log in to your account and select Enroll in the menu, or click on the Enroll link or button and enter your email address. If the email address matches the one on file, you will be logged in and directed to the Enroll Form. The Enroll Form will pre-populate with all your known information. If needed, you can update or change any information on the form. Step through the form and fill in your information. Under Program Selection, choose the Location and Enrollment Period. Then you will see a waitlist link. This might be to an internal or external waitlist.

Once you make the waitlist selection, you can go to the next step in the enrollment process (or add another Enrollee, if that is an option). If you accidentally chose an actual Program selection instead of the waitlist, you can delete that selection by clicking the trashcan icon.

How do I cancel a class/program?

To cancel your registration, it will depend on whether the organization you are enrolled in gives customers the ability to cancel classes themselves. If they do not, you will need to contact the organization directly. They will be able to remove the registration from your account and process any refunds.

If you're enrolled in a program or class that has cancellation enabled, you will see the prompt “Need to cancel? Click here” inside the enrollment section at the bottom of the home page on the customer portal. After selecting the “Click Here” link, you will be given a confirmation screen. If you click Confirm, your Enrollment will be canceled.

NOTE: You cannot cancel a Class on the same day. Classes can only be canceled one or more days in advance. If you have multiple Classes with dates, you will need to do the following steps:

  1. Click on the down arrow beside the Class name

  2. Select the Class from the list

  3. Select the date you wish to cancel (the date MUST be at least the next day; same-day Classes cannot be canceled)

How do I make a payment?

Click the menu in the top right, and then choose Home. Click on “Make Payment.” A new window will open where you can choose one of the following options:

  • Account balance (balance will show)

  • Specific invoices (choose from one or more invoices)

  • Custom amount (enter any amount)

Select the Invoice(s) you are paying or enter a custom amount. Enter the method of payment and "Submit." See How to make payments in the Customer Portal if you need more details.

How do I print a payment receipt?

You can print a receipt in the Customer portal accessed via a web browser either on a computer or phone. The printing option is NOT available on the Enrollsy Customer App itself. Follow these steps to print a receipt for any transaction:

  • Navigate to the Transactions page. Find the transaction you want to print a receipt for.

  • Select the three dots beside the transaction. From the options that appear, select 'Create Receipt.' This will open the receipt in a new window.

  • Select Print twice to open up your Print Window. You can print it or download it as a PDF.

How do I print a tax statement?

You can print a statement in the Customer portal accessed via a web browser, computer, or phone. The printing option is NOT available on the Enrollsy Customer App itself. Follow these steps to print a receipt for any transaction:

  • Click on “Transactions” in the menu.

  • Click the Printer icon at the top-right of the Transaction History, then select the Print Transaction Summary.

  • Select the dates of the Summary and click Load.

  • Select Print on the next screen. Then choose either "Save as a PDF" or print the document from the Print screen. After printing it as a PDF, you can email the statement as an attachment.

  • Transactions can also be exported to a CSV spreadsheet by clicking the export button.

For more details, see these support articles:

How do I add or remove a credit card or bank account from my account?

Log in to your Enrollsy account and follow these steps:

  • In the Customer App, head over to the Home page from the menu.

  • Click the "Make a Payment" button. A new page will pop up.

  • Scroll to the bottom to "Payment Method." Delete the payment method you need to change by clicking the trashcan icon. Add the new information.

  • To put in your bank account, click "Electronic Check (ACH)" and enter your bank routing and account numbers. Be sure to hit "Submit" to save the information.

  • To put in your debit/credit card, click "Credit/Debit Card" and enter your card information. Be sure to hit "Submit" to save the information.

How do I view my previous payments and account balance?

To view account balances or invoices, click on “Home” in the menu. The account balance will show at the top. Current, paid, and future invoice amounts will be viewable next. Click on “View” to view a list of all current/paid/future invoices. (NOTE: If you don’t see future invoices, the company may have opted to hide those in the customer portal). To view all transactions on your account, click on the menu and then “Transactions.” A green amount in parentheses is a payment. A red amount is a charge or amount owed. A blue amount is a credit or discount.

How do I set up or change a payment plan?

You can view any current payment plans you have by going to the “Home” page in your account. To set up a new payment plan or to change your current one, please contact your organization.

How do I set up or change my payment information (bank account or credit card)?

In the Customer App, head over to the Home page from the menu. Click the "Make a Payment" button. A new page will pop up. Scroll to the bottom to "Payment Method." Delete the payment method you need to change by clicking the trashcan icon. Add the new information. To put in your bank account, click "Electronic Check (ACH)" and enter your bank routing and account numbers. Be sure to hit "Submit" to save the information. To put in your debit/credit card, click "Credit/Debit Card" and enter your card information. Be sure to hit "Submit" to save the information.

How do I view my previous payments and account balance?

To view account balances or invoices, click on “Home” in the menu. The account balance will show at the top. Current, paid, and future invoice amounts will be viewable next. Click on “View” to view a list of all current/paid/future invoices. (NOTE: If you don’t see future invoices, the company may have opted to hide those in the customer portal). To view all transactions on your account, click on the menu and then “Transactions.” A green amount in parentheses is a payment. A red amount is a charge or amount owed. A blue amount is a credit or discount.

How do I set up or change a payment plan?

You can view any current payment plans you have by going to the “Home” page in your account. To set up a new payment plan or to change your current one, please contact your organization.

How do I download/upload a Document?

If you have any outstanding Documents that need to be signed, uploaded, or downloaded, they will appear at the very top of the Customer Portal. Click on the red band at the top of the portal to see a list of Documents needed.

To download, select the blue button to the right to download the Document to your computer. To upload, click on "Upload," and a window will open. Find your Document, click on it, and then click "Open." This will upload the Document to your Account. See How to Download or Upload a Document for more details.

NOTE: You can currently only upload one document, so if you have multiple documents, you will need to merge them into one PDF document to upload it. This can be done for free online with software such as https://www.ilovepdf.com/merge_pdf.

How do I sign the enrollment packet?

When the company you're enrolled with sends you a Document to sign, you will receive an email. Open the email to view and sign the Document. NOTE: For multiple signers, the system first sends the Document to the first Signer's email. After the first Signer signs the Document, then the system sends it to the second Signer's email. See this article for more info: How to Receive and Complete E-signature Documents.

What if there are two signers and only one account holder?

If the same email address is used for both signers, the system will send a second email after the Document is signed the first time. The two-signer concept is usually meant for two people with different emails. It is best to use different email addresses if you need a second signer (or more).

I received an error message saying “This signature request has been closed.” What do I do?

If you receive an error like this one when trying to fill out an E-Signature Document, it means you can no longer sign the Document. There are likely reasons for the closure: The Document has already been signed or one of the signers declined to sign, one of the signers has declined to sign, or the request was canceled or deleted by the sender or an administrator. Please contact an Admin user in the organization you are enrolled in to resolve this issue. Admins can see if the Document has been signed. The Admin can send another signature request if it has not been signed.

How do I check in and out in the customer portal?

In the Menu (upper-right corner), choose Activities. Select the Enrollee's name. Select Check In or Check Out from the Activity drop-down menu. Next, choose the proper class from the "Select Class" drop-down list. Click Post to post the Activity.

How do I check in and out on a Kiosk?

Enter the last four digits of your cell phone number. Enter your PIN. (If you have not set this up or have forgotten it, log in to the Customer Portal and go to "Reset PIN." Secondary Account Holders can set up a PIN from within their account (if given access by the Primary Account Holder). Under the "Check In" tab, select the Enrollee's name(s) by checking the box(es) beside each Enrollee. Click "Select Class" to select the Class you are checking the Enrollee(s) into. Click the green "Check In" button to check in. NOTE: If you have more than one Enrollee, and they are in DIFFERENT Classes, please select each Enrollee's Class.

The same steps will need to be repeated to check out. Enter the last four digits of your cell phone number and PIN. Select the "Check Out" tab, and then click the red Check Out button to check out.

How do I log other Activities?

Select the Activities tab. Once on the Activities page, you can choose the Enrollee and the Activity you wish to post. Once you have entered all the necessary information, hit the blue Post button at the bottom to save your details.

How do I view Activities?

Click the menu in the top right, and then select Activities. Select the Enrollee whose timeline you want to see. Scroll down to see a list of activities by date. See How to View and Log Activities for instructional videos.

How do I view Class Content?

Click the menu in the top right, and then choose Content. If there is more than one Enrollee, click on the Enrollee's name to view any Content. "Content" includes YouTube, Vimeo, meeting links (Zoom, Google Meet, etc.), or any web link. See How to View Shared Content for instructional videos.


Additional Resources

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