Implementation

All the tips and tricks you need to implement Enrollsy

Richard Hogan avatar Serena Edwards avatar Caroline Hilton avatar
21 articles in this collection
Written by Richard Hogan, Serena Edwards, and Caroline Hilton
Implementation Steps

Step 1: Add Merchant Accounts

Complete your Merchant Account application(s) to accept payment through Enrollsy
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Written by Caroline Hilton
Updated over a week ago

Step 2: Company Creation

Begin customizing Enrollsy to make it your own
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Written by Caroline Hilton
Updated over a week ago

Step 3: Add Locations

Let your customers know where you're located
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Written by Caroline Hilton
Updated over a week ago

Step 4: Customize Enroll Form

Customize your dream Enrollment Form to make enrollment easy for you and your customers
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Written by Caroline Hilton
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Step 5: Create Required Documents

Say goodbye to tracking down papers by adding documents for Enrollees or Account Holders to complete
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Written by Caroline Hilton
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Step 6: Create E-Signature Documents

Create legally binding documents that can be auto-filled and signed in minutes
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Written by Caroline Hilton
Updated over a week ago

Step 7: Create Activity Forms

Build Forms to attach to your Activities for download/upload
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Written by Caroline Hilton
Updated over a week ago

Step 8: Create Custom Activities

Design Activities to enable specific communication between a Class, Instructor, or Enrollee
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Written by Caroline Hilton
Updated over a week ago

Step 9: Create Charge Items

If you plan to charge money for something, add a Charge Item for that fee
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Written by Caroline Hilton
Updated over a week ago

Step 10: Create Discount Items

Add all of the Discounts you provide by creating Discount Items
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Written by Caroline Hilton
Updated over a week ago

Step 11: Create Instructors

Add a name, photo, contact, bio, and role for each Instructor
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Written by Caroline Hilton
Updated over a week ago

Step 12: Create Admin Users

Decide who your Admin Account Users are to give them the right Permissions and Roles
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Written by Caroline Hilton
Updated over a week ago

Step 13: Create Enrollment Period(s)

Find out what an Enrollment Period is and build your own
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Written by Caroline Hilton
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Step 14: Create Program Options

Design the options to present to Enrollees to funnel them into the correct Program
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Written by Caroline Hilton
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Step 15: Create Programs

Design the Programs you want your customers to Enroll into
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Written by Caroline Hilton
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Step 16: Create Classes

Now that your Programs are built, go ahead and add classes within your Programs
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Written by Caroline Hilton
Updated over a week ago

Step 17: Test

Now for the fun part! Test what you created to make sure it's looking just right
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Written by Caroline Hilton
Updated over a week ago