Many pages in Enrollsy support auto-saving. However, there are a few pages where changes you make need to be deliberately saved, specifically on these pages:
Customer Billing page
Customer Account page
Enrollee pages
My Company page
Customer Billing Page
On the Customer's Billing page, any internal notes or changes made to a customer's payment method will need to be saved. The "Save" button is located at the top of the page under "Auto-Pay Settings."
Customer Account Page
On a customer's Account page, any information that is changed will have to be saved. The "Save" button is found at the top right.
There is also a "Save" button at the bottom of the page on the right.
Enrollee Page
In the same way, any information changed on an Enrollee's page will have to be saved. The "Save" button can be found at the top right.
Another "Save" button is also at the bottom of the page on the right.
My Company Page
No matter where you are on the My Company page, you will need to click "Save Settings" at the bottom to save any changes made.
