Account Management
Everything you need to know about managing your Account Holders, Enrollees, and Enrollments
General Overview
Overview of accounts, enrollments, and enrollees
How to Import Accounts into EnrollsyNo need to manually add accounts; learn to quickly add them
How to View the Total Number of EnrollmentsEnrollsy gives you a visual of all Enrollments for the last week, month, and quarter
How to Manage Enrollments, Enrollees, & AccountsA guide to overall management of Enrollsy
How to Find Duplicate AccountsNeed to find identical accounts? Learn the 7 steps here
How Much Instructor Information is Visible to the CustomerWhat customers see about teachers/instructors
How to Save Customer InformationFind out where the save button is to make sure all edits are saved
How to Find Accounts or EnrolleesSteps to finding inactive accounts or accounts with no enrollees or no enrollments
Account Holders
All about account holders and accounts
How to Merge Duplicate AccountsSometimes you may have two identical accounts and need them combined into one. Here's what to do in that case.
How to Search for an AccountFinding someone's account in Enrollsy is simple
How to Search for an Inactive AccountHow inactive accounts show up in Enrollsy
How to Change an Enrollee Account to the Primary Account HolderIs the Enrollee and Primary Account Holder the same person? Here's how Admins can make that change
How to Find an Account pageHow to find your Enrollees' Account information in Enrollsy
How to Give an Account Holder AccessEnrollsy allows a Secondary Account Holder full access through the app or a browser with their own email and password.
What Happens When an Account is DeactivatedLearn what happens when an Account is made inactive
How to Delete an Unneeded AccountIf you have an Account that was made in error and needs to be deleted, learn how to get that done
How to Create a Customer Account Without EnrollingAdmin Users don't have to enroll someone to create an Account
When Someone Enrolls, Does That Create an Account?What happens when an Admin or Account Holder enrolls?
Can Account Holders Log In on Two Different Devices?Enrollsy allows login on the App and through a link
Is Someone Considered "Active" When They Enroll?Any Enrollment means an Account is "active"
Can Account Holders Have Two Different Emails on the Same Account?Email addresses in Enrollsy
Does the Primary Account Holder Log In with the Same Email They Enrolled With?How to login in as an Account Holder
Can Inactive Accounts Access their Account?What Account Holders do with their Account once they are no longer active
How to Handle Accounts that Need to be SeparatedLearn four options to manage accounts that need to be divided into separate accounts
What happens after merging accounts in Enrollsy?
Enrollees
All about enrollees information
How to Unenroll an EnrolleeLearn what to do if a mistake is made at enrollment and you need to unenroll someone
How to Add Another Enrollee to an Existing AccountFollow these steps to add someone to an Enrollsy Account
How to Sort Enrollees by Enrolled Date on the Enrollees TableNeed to know who enrollment with a certain time frame? Enrollsy lets you sort by the date someone enrolls.
How to Keep Track of Enrollee WithdrawalsFind out how to make sure you have withdrawal dates for all Enrollments
How to Delete an Enrollee RecordLearn what all takes place if an Enrollee is completely deleted in Enrollsy
How to Add an Enrollee's PhotoIncluding a picture of your Enrollees is helpful to get to know them
How to Delete Duplicate EnrolleesLearn the steps to deleting Enrollees who are accidentally duplicated
How to Find Newly Enrolled EnrolleesLooking for new students who have enrolled? Here's how.
Enrollments
All about enrollments
How to Know if Someone Completed EnrollmentA simple way to view incomplete enrollments
How to Duplicate EnrollmentsIf you need to carry over Enrollments from one year to another, you can copy them along with the Enrollment Period!
How to Deactivate an EnrollmentWhat you need to do if you have a withdrawal from your Program
How to Change an Enrolled DateEnrollsy makes it possible to adjust the enrolled on date
How to View the Total Number of Enrollments in the Last Week/Month/QuarterEnrollsy makes it simple to see all your Enrollees on one page!
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
How to Allow Enrollment for Future BirthdatesEnroll Infants or add them to Waitlists before they are born
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.
Can a Customer Enroll If They Have an Enrollsy Account?A current Account Holder can use their Enrollsy email address to enroll again
How Customers Pay at EnrollmentInterested in knowing how Customers are asked to pay upon enrollment?