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Implementation
All the tips and tricks you need to implement Enrollsy
General Info
General information to get started using Enrollsy
Tips And Tricks To Implement Enrollsy with EaseRead this before you start your Implementation
How to Get Started with EnrollsyLearn how to set up staff & admin accounts, how they log in, use Activities, and more!
Learn Enrollsy LingoGet started by learning the words Enrollsy uses
Enrollsy's Lingo and Common "Gotchas"Discover Enrollsy's most common words, nuances, caveats, and shortcomings (every software has 'em)!
Going Live ChecklistWhile every scenario is unique and may require additional steps to ensure a successful launch, we've compiled a fairly complete checklist.
How to Get Your Customers Started with EnrollsyLearn more about how Account Holders can enroll, access their account, complete documents, make payments, and more!
Implementation Steps
Steps to getting implemented
Step 1: Add Merchant AccountsComplete your Merchant Account application(s) to accept payment through Enrollsy
Step 2: Company CreationBegin customizing Enrollsy to make it your own
Step 3: Add LocationsLet your customers know where you're located
Step 4: Customize Enroll FormCustomize your dream Enrollment Form to make enrollment easy for you and your customers
Step 5: Create Required DocumentsAdd documents for Account Holders to complete and say goodbye to tracking down paperwork
Step 6: Create E-Signature DocumentsCreate legally binding documents that can be auto-filled and signed in minutes
Step 7: Create Activity FormsBuild Forms to attach to your Activities for download/upload
Step 8: Create Custom ActivitiesDesign Activities to enable specific communication between a Class, Instructor, or Enrollee
Step 9: Create Charge ItemsAdd a Charge Item for everything you plan to charge money for
Step 10: Create Discount ItemsAdd all of the Discounts you provide by creating Discount Items
Step 11: Create InstructorsAdd a name, photo, contact, bio, and role for each Instructor
Step 12: Create Admin UsersDecide who your Admin Account Users are to give them the right Permissions and Roles
Step 13: Create Enrollment Period(s)Find out what an Enrollment Period is and build your own
Step 14: Create Program OptionsDesign the options to present to Enrollees to funnel them into the correct Program
Step 15: Create ProgramsDesign the Programs you want your customers to Enroll into
Step 16: Create ClassesNow that your Programs are built, go ahead and add classes within your Programs
Step 17: TestNow for the fun part! Test what you created to make sure it's looking just right