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