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Account Management
Account Management
Everything you need to know about managing your Account Holders, Enrollees, and Enrollments
31 articles in this collection
Written by
Serena Edwards,
Ty Holbrook,
and
Tyler Andersen
General Overview
How to view the total number of Accounts/Enrollees/Enrollments
Enrollsy gives you a visual of all Enrollments for the last week, month, and quarter
Written by
Serena Edwards
Updated over a week ago
How to find duplicate accounts
Need to find identical accounts? Learn the 7 steps here
Written by
Serena Edwards
Updated over a week ago
How to manage Enrollments, Enrollees, & Accounts
A guide to overall management of Enrollsy
Written by
Serena Edwards
Updated over a week ago
How much Instructor information is visible to the customer
What customers see about teachers/instructors
Written by
Ty Holbrook
Updated over a week ago
Account Holders
How to change an Enrollee Account to the Primary Account Holder
Is the Enrollee and Primary Account Holder the same person? Here's how Admins can make that change
Written by
Serena Edwards
Updated over a week ago
How to search for an account
Finding someone's account in Enrollsy is simple
Written by
Serena Edwards
Updated over a week ago
How to find an Account page
How to find your Enrollees' Account information in Enrollsy
Written by
Serena Edwards
Updated over a week ago
How to give an Account Holder access
Enrollsy allows a Secondary Account Holder full access through the app or a browser with their own email and password.
Written by
Serena Edwards
Updated over a week ago
How to delete an unneeded Account
If you have an Account that was made in error and needs to be deleted, learn how to get that done
Written by
Serena Edwards
Updated over a week ago
How to create a Customer Account without enrolling
Admin Users don't have to enroll someone to create an Account
Written by
Serena Edwards
Updated over a week ago
When someone enrolls, do they create an Account in Enrollsy
What happens when an Admin or Account Holder enrolls?
Written by
Serena Edwards
Updated over a week ago
Is there a way for someone to enroll & automatically be "inactive"?
Any Enrollment means an Account is "active"
Written by
Serena Edwards
Updated over a week ago
Can Account Holders have two different emails to the same account?
Email addresses in Enrollsy
Written by
Serena Edwards
Updated over a week ago
Does the Primary Account Holder login with the same email they enrolled with?
How to login in as an Account Holder
Written by
Serena Edwards
Updated over a week ago
Can Inactive Accounts still access their Account?
What Account Holders do with their Account once they are no longer active
Written by
Serena Edwards
Updated over a week ago
How to merge duplicate Accounts
Sometimes you may have two identical accounts and need them combined into one. Here's what to do in that case.
Written by
Ty Holbrook
Updated over a week ago
What happens when an Account is deactivated
Learn what happens when an Account is made inactive
Written by
Tyler Andersen
Updated over a week ago
How to search for an Inactive Account
How inactive accounts show up in Enrollsy
Written by
Serena Edwards
Updated over a week ago
Enrollees
How to keep track of when an Enrollee withdrew
Find out how to make sure you have withdrawal dates for all Enrollments
Written by
Serena Edwards
Updated over a week ago
How to unenroll an Enrollee
Learn what to do if a mistake is made at enrollment and you need to unenroll someone
Written by
Serena Edwards
Updated over a week ago
How to add an Enrollee's photo
Including a picture of your Enrollees is helpful to get to know them
Written by
Serena Edwards
Updated over a week ago
About deleting an Enrollee record
Learn what all takes place if an Enrollee is completely deleted in Enrollsy
Written by
Serena Edwards
Updated over a week ago
How to add another Enrollee to an existing Account
Follow these steps to add someone to an Enrollsy Account
Written by
Tyler Andersen
Updated over a week ago
How to sort Enrollees by enrolled date
Need to know who enrollment with a certain time frame? Enrollsy lets you sort by the date someone enrolls.
Written by
Serena Edwards
Updated over a week ago
How to sort Enrollees by Class or Program
Enrollsy makes it simple to sort all your Enrollees by either the Class or Program they are enrolled in
Written by
Serena Edwards
Updated over a week ago
How to filter Enrollees on the Enrollee Table
The Enrollee Table allows you to sort Enrollees based on a variety of options.
Written by
Serena Edwards
Updated over a week ago
Enrollments
How to duplicate Enrollments
If you need to carry over Enrollments from one year to another, you can copy them along with the Enrollment Period!
Written by
Serena Edwards
Updated over a week ago
How to deactivate an Enrollment
What you need to do if you have a withdrawal from your Program
Written by
Tyler Andersen
Updated over a week ago
How to change an Enrolled date
Enrollsy makes it possible to adjust the enrolled on date
Written by
Serena Edwards
Updated over a week ago
How to view the total number of Enrollments in the last week/month/quarter
Enrollsy makes it simple to see all your Enrollees on one page!
Written by
Serena Edwards
Updated over a week ago
How to delete an Enrollment
If someone enrolled in the wrong Program or is no longer enrolled, these are the steps you take to delete the Enrollment
Written by
Tyler Andersen
Updated over a week ago