When we say "duplicate Enrollees," we mean that when you go to a customer's page, there are two of the same Enrollees as seen below ((two tabs at the top show the same Enrollee name).
This will sometimes happen when instead of clicking on the Enrollee's name on the Enroll Form, the customer will enter their name again. If this is the case, there are several ways to handle this.
Move Enrollments
If both Enrollees have active (or inactive) enrollments, then you can add the enrollments that are on the Enrollee you want to delete to the Enrollee you want to keep by doing one of the following:
Option 1 - Enroll Button
Use the "Enroll" button on the Enrollee page to go through the enroll form (you can bypass payment as an admin). Learn more about how to enroll someone as an Admin here.
Option 2 - Add & Assign on Classes Page
Change the name of the Enrollee you want to delete (add "DELETE" in the name, for example) so you don't get confused about which is which. Then go to the Classes page and add the Enrollee you want to keep to the Unassigned List of the Class you need to add, then assign them to the Class. Learn more about how to re-assign Enrollees here.
Delete Enrollee
The next step after moving the enrollments is to delete the duplicate Enrollee. Before you do that, make sure that the one you are deleting is the right one, as there is no undo button on this action. Also be sure the following are complete BEFORE deleting:
All active (and inactive if you want to keep past enrollments for your records) are moved to the Enrollee you want to keep. See Options #1 and #2 above.
All Enrollee information is on the Enrollee you wish to keep (enroll form questions). Add any information under the Enrollee you want to keep.
All Program Forms under each enrollment are filled in. Program Forms fields are attached to a specific Program, so they will appear under that Program enrollment. You may need to transfer any previously entered information onto the new enrollment Program Form.
Merge Enrollees
If there are too many enrollments for you to move on your own, we can merge the two Enrollees into one. Just let us know which Enrollee to keep and which to delete via the chat button within Enrollsy by choosing the following options:
View Support Menu
Merge Accounts