There are a myriad of ways within Enrollsy to identify which of your Customers have not made payments. The most effective way to find this information is within the "Enrollees" Tab on the left side of your Admin Screen.
Here, you can create a custom report to include the following financial information about your Enrollee:
Account Balance
Payment Plans or Pay-In-Full Selection
Payment Type (Credit Card or ACH)
Auto-Pay Selection
Once you have customized this report to your liking, you can save it as a "view" for easy access in the future. You can also select all Enrollees on the table, or a customized selection of them, and send mass payment reminder text messages or emails. Here's how:
Step 1 - Enrollees Table
Select the "Enrollees" Tab on the left side of your Admin Screen.
Step 2 - Select Columns
Select "Columns" at the top left of the report to configure the data you want included in this report. Select Done.
Step 3 - Save View
Save this unique selection of custom columns by selecting the "Views" button at the top left of the report. Save for future use.
Step 4 - Sort Data
Sort the data to your heart's content by selecting the arrow next to each column.
Step 5 - Text or Email
Select the boxes to the left of the Enrollees' names, and then choose either the text or email icons to the right of the report to send an SMS or copy email addresses (then paste into your email provider, i.e. Gmail) and send an email.
