Get Started User Guides

User Guides for Admins, Instructors, and Customers to help you get started using Enrollsy

Richard Hogan avatar Serena Edwards avatar Ty Holbrook avatar
35 articles in this collection
Written by Richard Hogan, Serena Edwards, and Ty Holbrook
Admin Get Started Guide

FAQs asked by Admin Users

Frequently Asked Questions Company Admins ask answered
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Enrollsy's Lingo and Common "Gotchas"

Discover Enrollsy's most common words, nuances, caveats, and shortcomings (every software has 'em)!
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Learn Enrollsy lingo

Get started by learning the words Enrollsy uses
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to log in as an Admin User

Use these steps to sign in to Enrollsy as an Administrator
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to adjust Enrollsy to fit your Company

Customize colors, logo, and wording to fit your brand
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to add other Admin Users

Easily add and edit other users in Enrollsy
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to edit Account password settings

Decide if you want Customers to set up a password at enrollment
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to set up a Kiosk

Setting up your Kiosk for the first time to track Instructor/Enrollee time
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to view your Enrollsy bill

Learn how to access your Enrollsy bill and pay your subscription
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

Account and Enrollee Management

Find out how to manage Enrollments, Enrollees, and Accounts in Enrollsy
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

About "Account" and "Enrollment"

Learn the meanings of these Enrollsy terms
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How Admin and Customer views differ

Admin Users can view more than Customers on the Enroll Form, Accounts, and Transactions
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How an Admin can create their own Instructor and/or Customer Account

Admins can see Enrollsy from the Customer and/or Instructor view by creating their own Account(s)
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Going Live Checklist (Billing 2.0)

While every scenario is unique and may require additional steps to ensure a successful launch, we've compiled a fairly complete checklist.
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Going Live Checklist

While every scenario is unique and may require additional steps to ensure a successful launch, we've compiled a fairly complete checklist.
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago
Instructor Get Started Guide

FAQs asked by Instructors

Frequently Asked Questions Company Instructors ask answered
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How an Instructor can use the Enrollsy app

Learn how Instructors can use the app to see Classes, send Texts, log Activities, and more!
Ty Holbrook avatar
Written by Ty Holbrook
Updated over a week ago

How Instructors log in for the first time

Six steps to logging in for the first time as an Instructor
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to view/edit Enrollees & Accounts in the Instructor Portal

Find out how to see your Student and Account Information
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How Instructors check in and out with the Kiosk

Teachers/Instructors can easily log time through using the Kiosk in Enrollsy
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to set up/reset the Kiosk PIN

Learn how to set your pin for the Kiosk to clock in and out
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

About Viewing Classes in the Instructor Portal

As an Instructor, see a list of classes & students, view account info, and more!
Ty Holbrook avatar
Written by Ty Holbrook
Updated over a week ago

How to view & log Activities in the Instructor Portal

Learn how to check in/out Enrollees and how to log Activities
Ty Holbrook avatar
Written by Ty Holbrook
Updated over a week ago

Entering & Exiting Classrooms

Teachers can enter and exit classrooms to keep Teacher-Enrollee ratios accurate
Ty Holbrook avatar
Written by Ty Holbrook
Updated over a week ago

How to text Account Holders [Instructors]

Learn how the text feature works for instructors
Ty Holbrook avatar
Written by Ty Holbrook
Updated over a week ago
Customer Get Started Guide

FAQs asked by Customers

Frequently Asked Questions Company Account Holders ask answered
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Intro to the Enrollsy Customer App/Portal

Learn how to navigate, make payments, and update information in the Enrollsy Customer App
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

What Customers can do with Enrollsy

Enrollsy's Customer App allows for ongoing interaction and engagement
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to sign in to the Customer Portal

Get started in Enrollsy by downloading the app and getting logged in
Ty Holbrook avatar
Written by Ty Holbrook
Updated over a week ago

How to enroll in Customer Portal/App

Learn how to enroll and/or re-enroll in the Customer App
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to make payments in the Customer Portal

Find out how to make a payment in Enrollsy
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Viewing Your Financial Account

Learn about how to read the Transaction History in Enrollsy
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Viewing Activities and Shared Content

Learn how to view Activities and Content in the Customer App
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How Customers Receive Text Messages

Learn how to view and respond to SMS messages sent from Enrollsy
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Customer Tutorial: Receiving and completing E-signature Documents

Learn how to sign Documents from Enrollsy
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago