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How to Edit Enrollments on the Enrollee's Page
How to Edit Enrollments on the Enrollee's Page

Easily add or remove Enrollees to and from Classes or Programs on the Enrollee's Page

Serena Edwards avatar
Written by Serena Edwards
Updated yesterday

If someone already has an Enrollsy account, you can enroll them into either a different Class (only if the Enrollee's current enrollment history DOES NOT need to be preserved) or into a new Class within the same Program the Enrollee is already enrolled in. To do this, search for the Enrollee in the search bar and click on the person's name to get to their page.

In the example below, Jane is currently enrolled in the "Adult Enrichment" Program in the Computer 101 Class. To either add another Class or change her Class, follow these steps:

  1. On the Enrollee's page, on the Enrollment Card, click on "Actions"

  2. Select "Edit Enrollment" in the dropdown menu

  3. A new window will open where you will see the current enrollment checked. Here you can do the following:

    • Remove the Enrollee from the current Class (uncheck the box of the current Class)

    • Add one or more Classes (check the boxes beside each Class in the Program)

When you edit an enrollment in this manner, you will see a notice pop up at the bottom of the screen that says, "Enrollments successfully changed! Payment Plans NOT changed, navigate to the Billing tab to make any necessary changes." It looks like the screenshot below.

The above message means that if the Class you changed was assigned to a Payment Plan, that Payment Plan will no longer be assigned to that Class. You will need to click on the Billing tab and reassign the Payment Plan to either a new Class or to the Program. See this support article for how to fix invalid Payment Plans.

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