You may run into this scenario: You have a family with one Enrollsy account but are either divorced or separated. Here are options for this.

The first option is to utilize Enrollsy's feature that allows a Primary Account Holder to grant access to a Secondary Account Holder. The Primary Account Holder can give the Secondary Account Holder login access to Enrollsy using the Secondary Account Holder's email address.

This enables the Secondary Account Holder to set up their password, ensuring that both Account Holders have independent access to the enrollment information without the need to share passwords. It's important to note that when this access is granted, the Secondary Account Holder will have full access to Enrollsy, including any saved payment methods, and can make changes as well. Additionally, each Account Holder must have a unique email address associated with their account to use this feature.

The second option is to add a payer to the account. Enrollsy supports setting up multiple payers on an account that can pay for portions of the enrollment fees. These payers can be set up on Auto-Pay, or Admin users can charge their payment methods for them.

The third option is to create a new account for the Secondary Account Holder using the "New Account" tab on the Enroll form page and then move the Enrollees and enrollments, depending on the number of Enrollees.

If the parents have only one Enrollee, you can duplicate the Enrollee and their enrollment(s) into the separate parent account. However, there are some caveats to this:

If the parents have two Enrollees, you can split them between parents. This is usually the easiest route if they are paying for them 50/50.

If you have three or more Enrollees, the parents or an admin must choose which ones go on each account, along with their enrollment(s).

To add an Enrollee and their enrollment(s) to another account, you will have to re-enroll them into the new account or have the parent re-enroll them using their email address (the new account). You can give the parent a coupon code for any payment due at enrollment that has already been paid.

Once the Enrollee is added to the new account, they will need to be deleted from the original account. See this article for steps on how to delete an Enrollee. Once the Enrollee is deleted from the original account, the enrollments that were on that Enrollee will also be deleted.

If you need to just deactivate and/or delete the enrollments, see this support article.

If there were any Payment Plans on the original enrollments, they may need to be set back up on the new parent account. An admin user will need to do this manually. One Payment Plan can be used for all enrollments (called a Program Payment Plan), or you can have one Payment Plan per class. Learn more about Payment Plans here.

See this support article for steps to edit, add, or remove Payment Plans on an account.

We can move one of the Enrollees to a new parent account along with any transactions that are associated with that child. Any account-level invoices will stay on the current account. Let us know via the chat bubble within Enrollsy if you need us to do this.

This option is in conjunction with Option 3 above, which can include the following:

For this option, you can create either a separate Enrollment Period (EP) or a separate Program for these types of accounts. You could name it "Duplicate Accounts," "Separated Account Holders," or whatever you want. Then, when you create a new parent account, you can enroll the Enrollee into this new EP or Program.

This option can be a better option if you use Rosters or the Check In/Out Activity so that Enrollees are not in the same Class twice.

This can easily be done by duplicating either the Enrollment Period(s) or Program(s). See the following articles for steps in duplicating these.