Custom Views

Make the most of the Enrollees Table

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

There are a myriad of ways within Enrollsy to identify which of your customers have not made their payments to you.

The most effective way to find this information is within the "Enrollees" Tab on the left side of your Admin Screen.

You can create a custom report here 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: Select the "Enrollee" Tab on the left side of your Admin Screen.

Step 2: Select "Columns" at the top left of the report to configure the data you want included in this report. Select Done.

Step 3: 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 the data to your hearts content by selecting the arrow next to each column.

Step 5: Select the boxes to the left of the Enrollees' names and then select the text or email icons to the right of the report.

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