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