Enroll Form & Enrollment
Learn how to customize the enroll form and manage enrollments
By Serena and 1 other2 authors29 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 CostLearn three ways to have a zero-cost enrollment
How to Add Enrollsy to a Webflow SiteLooking for the easiest way to take enrollments and manage the back office with a Webflow website? Look no further.
How to Edit Customer Account Password SettingsDecide if you want Customers to set up a password at enrollment
How to Set Up Optional Payment at EnrollmentNeed another payment option at enrollment? We have you covered!
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
Best Practices for Organizing Enroll Form Fields between the Account and Enrollee SectionsImplications and best practices for organizing Enroll Form fields
About Conditional Logic on the Enroll FormMake the Enroll Form more concise with "If, Then" questions
How to Edit Enroll Form Fields/QuestionsWhat happens when you edit existing fields on the Enrollment Form
How to Set Up an Auto ID on the Enroll FormDo you need to trigger auto-generated ID numbers on enrollment? Here's how
How to Create and Add a Program FormIf you need to ask certain information based on Program selection, Enrollsy allows you to add a Program Form
Browse Feature
The Browse feature allows customers to "browse" through all public Programs
About the Browse Feature for ProgramsLearn all about this exciting feature that shows your Customers all the information they need to know about your Programs before enrolling!
How to Add & Edit the Browse FeatureHere's how to modify your Program Browse Page
Browse Implementation GuideLearn how to make the Browse page visible to customers
How to View Class Spaces Remaining on the Browse PageSee how much capacity you have in your Classes in real-time
Testing & Sending the Enroll Form
How to test the enroll form and send out the links
How to Test the Enroll FormLearn three ways to test your enrollment form before sending it out
How to Send Out the Enroll FormWays to deliver your Enroll Form to your Customers via links
Test Making PaymentsMake Payments within the Customer Portal
How to Manage Links using URLsyShorten URL links, create QR codes, and schedule availability, and more!
Enrollments
How to manage enrollments
How to Activate an Archived EnrollmentArchived Programs and Enrollment Period cause Enrollments in those Program to also be Archived. Here's how to unarchive them.
Enrollment FAQsLearn how enrollment works in Enrollsy and the most frequently asked questions
How to Print an Enrollee's Class ScheduleWays an Admin user can print out an individual's classes
Assigning & Moving Enrollees
Instructions on how admin users can re-assign or enroll enrollees
How to Automatically Assign Enrollees to a ClassPrograms with one Class can have enrollments assigned automatically
How to View & Assign Unassigned Enrollees (Not in a Class)Learn how to view, add, remove, assign, and re-enroll Enrollees who are not assigned to a Class
How to Delete or Deactivate Multiple Enrollees from a ClassHow to use the reassign and remove buttons to deactivate or delete multiple Enrollments at one time
How to Hide Past EnrollmentsLearn the various ways to hide past enrollments
How to Move or Re-Enroll an Enrollee to Another Class or Program [UPDATED]Learn the ways to re-enroll or move Enrollees to another Program/Class