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Tips And Tricks To Implement Enrollsy with Ease
Tips And Tricks To Implement Enrollsy with Ease

Read this before you start your Implementation

Caroline Hilton avatar
Written by Caroline Hilton
Updated over a week ago

Enrollsy is amazingly customizable. We have so many features available, and they’re all designed to make life simpler for you and your customers in the long run. It may take some time to feel completely comfortable setting up Enrollsy, but it will be worth it! We promise.

Follow this implementation guide, and you’ll be set up in no time!

Before you get started, here are three tips and tricks to keep in mind:

  • Use your Implementation Guide

  • Click around

  • Let us support you

The first thing you should know is our Implementation Guide is strategically ordered. Almost every step you’ll be taken through can be found under the spaceship icon on the top right corner of your screen, under the “My Company” button. From there, you’ll be working through the tabs at the top of the screen from left to right and from top to bottom.

Secondly, be sure to take time to click around and orient yourself within the portal. You’re in test mode so exploring won’t hurt a thing.

Lastly, remember we are here for you every step of the way! We have the following resources to help:

  • Find Instructional Articles under the Support tab on the left side of your Enrollsy portal. Chances are, we have a video or article to guide you through your question.

  • Live Chat with an Enrollsy expert by selecting the blue chat icon on your home page. We’re available from 6 a.m. to 4 p.m. MST and will usually respond within just a few minutes.

  • If you’re still in a pickle, remember questions for your implementation calls with us. These calls are designed to ensure this process is a breeze!

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