Enroll Form & Enrollment
Learn how to customize the enroll form and manage enrollments
By Serena and 1 other2 authors26 articles
General Overview
Overview of the enroll form and how it works
About the Enroll FormWhat Enrollsy's enroll/enrollment form is and the fields included
Key Differences in a Customer Enrollment and an Admin User EnrollmentLearn how enrollment differs if a Customer enrolls versus an Admin user
How Real-Time Reservation WorksLearn how spots can be reserved in real time during Enrollment
How Someone Can Enroll at No CostThree ways to set up a zero-cost enrollment in Enrollsy
How to Add Enrollsy to a Webflow SiteEmbed Enrollsy in your Webflow site in just a few clicks — and start taking enrollments today
How to Edit Customer Account Password SettingsChoose how Customers create their account password during enrollment
Customize Enroll Form
Learn how to customize the registration form
How to Customize the Enroll FormLearn about form elements, field settings, and formatting to tailor your enrollment form to meet your company needs
Use Conditional Logic to Show or Hide Questions on Your Enroll FormBuild smarter, shorter forms with "If, Then" rules that adapt to each enrollee's answers
How to Edit & Organize Enroll Form FieldsWhat happens when you edit existing fields on the Enrollment Form
Program Forms: Ask Program-Specific Questions on Your Enroll FormCreate custom forms that appear only when a specific Program is selected — perfect for drop-off times, financial aid, internal notes, and more
Browse Feature
The Browse feature allows customers to "browse" through all public Programs
The Browse Feature: Let Customers Preview Programs Before They EnrollA complete guide to setting up, publishing, and customizing the Browse page — and what your customers will see when they visit it
Browse Feature: Set Up, Customize & Manage Your Public Program PageA complete guide to enabling the Browse Page, editing Program details, hiding pricing, and showcasing private offerings to prospective customers
Showcase Your Programs with the Browse PageA complete guide to publishing your Browse page, sharing pre-filtered links, and embedding it on your website
Testing & Sending the Enroll Form
How to test the enroll form and send out the links
How to Test Your Enroll Form Before Going LiveA complete checklist and five proven methods for testing your Enrollsy Enroll Form — so you can launch with confidence.
Sharing Your Enroll Form: Links, QR Codes & Website EmbedsA complete guide to delivering your Enrollsy Enroll Form to customers — whether by link, QR code, button, or embedded window
URLsy: The Complete Guide to Branded Links, QR Codes, and Link AnalyticsShorten URLs, create QR codes, schedule availability, and more — powered by the URLsy add-on.
Enroll Form Troubleshooting: Why Items Aren't Showing Up (and How to Fix Them)A step-by-step diagnostic guide to identify why items aren't appearing on your Enroll Form — and exactly how to fix each one.
Enrollments
How to manage enrollments
Reactivating Archived Enrollments: Unarchiving Programs and Enrollment PeriodsFollow these steps to unarchive Programs or Enrollment Periods, restore portal access, and resolve any canceled payments
Managing Enrollments in Enrollsy: A Complete FAQAnswers to the most common questions about verifying, paying for, modifying, deactivating, and deleting enrollments
How to View, Print, or Export an Enrollee's Class ScheduleA guide for Admins and Primary Account Holders to access, customize, and share an Enrollee's enrollments
How to Stop EnrollmentsLearn how to end enrollments for one or more Classes or Programs
Assigning & Moving Enrollees
Instructions on how admin users can re-assign or enroll enrollees
Manage Unassigned Enrollees: View, Add, Assign, and Re-EnrollA complete guide to working with Enrollees who aren't yet placed in a Class — including how they affect Class capacity and what to do next
How to Deactivate or Delete EnrollmentsDeactivate or delete a single Enrollment from an Account, or multiple Enrollments from a Class at once — and what happens when you do
Hiding Past Enrollments: Archive Programs, Enrollment Periods, or Deactivate EnrolleesThree methods for cleaning up old enrollments in Enrollsy — and what each one does to your data, billing, and reports
How to Move, Enroll, or Reassign an EnrolleeHow to move Enrollees between Programs or Classes — and when to preserve enrollment history
How to Delete an EnrollmentIf someone enrolled in the wrong Program or is no longer enrolled, these are the steps you take to delete the Enrollment