The following is the most useful information you need to get oriented to Enrollsy if you are a new Admin user.
Log in to Enrollsy
Either an existing Admin (i.e., director or owner of your company) OR an Enrollsy representative can add the new office staff as an Admin User. You can also edit an existing Admin User with the new Admin's information.
After an Admin User profile is created, the new Admin can then log into Enrollsy at app.enrollsy.com. Learn how to sign in to Enrollsy in this support article.
Admin FAQs
We have put together some Frequently Asked Questions for Admin Users. Check out that support article for some of the most asked questions that Admin Users ask.
For an all-in-one resource for Account and Enrollee management, take a look at this support article.
Complete Financial Guide
If you are responsible for bookkeeping, we have created The Complete Financial Guide to Enrollsy with articles from implementation/setup to management and reporting. The following are the sections you will see in this guide:
Implementation
Merchant Account Set-Up
See the Big Picture (charge items, discounts, coupons, pricing, etc.)
Set Up Pricing
Testing
Bookkeeping
Management
The Billing Process
Managing Receivables
Manual Interventions
Reporting
Customer Reports
Reconciliation Reports
Collections Reports
Support Center
Enrollsy has a Support Center that can be accessed in the Enrollsy portal anytime at the bottom of the left menu ("Support") within the Enrollsy app. You can search hundreds of support articles to find the answers you need here. These articles are categorized by topic for easy access. Most have screenshots and/or GIFS/videos.
Chat Support
If you can't find the answer you are looking for in the Support Center, we are always one button away: the Chat button in the lower-right corner of any Enrollsy screen.
Our usual reply time is within a few minutes to a few hours during office hours (Monday-Friday, 9 a.m. to 5 p.m. MST), so feel free to use this anytime you have questions that can't be answered by support articles. For after-office hour chats, we will reply the next business day.
Email Us
If you need to share in more detail your issue, you can email us at support@enrollsy.com.
One-on-One Training
If you need more in-depth training (Program and/or Class setup) or need us to demonstrate our product via screen share, we offer a paid support option. This support meeting can be used for more use-case-specific questions, training, or set-up questions that Enrollsy clients want hands-on help with.
We conduct these meetings using Zoom so we can be as helpful as possible. Paid support meetings are 30 minutes ($35 - schedule now). Payment for these meetings will need to be made at the time you schedule using a credit/debit card.