Programs & Classes
Programs are the fundamental building block of Enrollsy; Classes are nested inside of Programs and are the placeholders for active enrollments
General Overview
Overview on Programs and Classes
Overview of Program/Class SetupLearn the overall process of how Customers enroll
About Private ProgramsLearn more about the ins and outs of Private Programs
Scheduling Conflicts at EnrollmentEnrollsy has added the ability to keep Enrollees from enrolling in the same Program/Class
How to Create a Holiday CalendarLearn how to add a fully customized Program and/or Class Holiday Calendar
How to Enforce Enrollment CapacitiesCheck a box to allow for real-time reservations to prevent over-enrollment
How to Add Dates of Closings (Holidays)Learn the ways you can tell customers when you will be closed
Program Options, Enrollment Models, & ClassesTo properly implement Enrollsy, you need to first understand three key concepts in Enrollsy: Program Options, Enrollment Models, and Classes
How to Prepare for the First Day of ClassEnsure your customers and staff are ready for the new school year
How to Prepare for the Last Day of ClassFollow these steps to end the school year or start your summer program
Program Creation
All about how to create a program
About Program CreationUnderstanding Locations, Enrollment Periods, and Program Settings when creating Programs
How to Create Program OptionsThere are many ways to create Programs in Enrollsy. This article helps you get organized and understand the best options for you company.
How to Create a Drop-In ProgramLearn three different ways to make a program with no fixed schedule
About the Program "Enrollment Ends On" DateFind out the reason you may need to add a date that enrollment ends on one or more Programs
How to Create a ProgramNeed to know the basics of creating a new Program? Here's how
How to Complete the Enroll Form Section of the Program EditorAdd coupon codes, program fields or documents to your customized Enroll Form
How to Create Age Restrictions on ProgramsNeed to restrict Programs based on age? Enrollsy has you covered!
How to Add a Program NicknameNow you can add an internal (Admin-only view) Program Nickname!
How Age Restrictions WorkLearn how Enrollsy handles age restrictions
How to Set Up a Pay-in-Full Only ProgramProgram only have one price due at enrollment? Here's how to set it up.
How to Add Transportation with Limited CapacityLearn how to create a Program and Class to transport your Enrollees
How to Create a Subsidy ProgramIf you accept government subsidy payments, you can now set up a program for those
How to Add a Daily Rate or a Custom Fee to an AccountSteps to adding pricing to an Individual Customer Account who are on subsidy
How to Set Up a Prerequisite ProgramNeed to require a program to be taken previously? Here's how!
When to Uncheck "Enrollees Can Pick Their Class" Setting on the Program EditorAbout the class selection setting that allows customers to pick their own class(es)
Class Creation
All about how to create classes
How to Create a ClassLearn how to add Classes under your Programs
How to Duplicate a ClassNeed to add numerous Classes? Just duplicate them and save time!
How to Copy Classes into Other ProgramsEnrollsy makes it simple to duplicate one or more Classes into other Programs
How to Create a Series ClassLearn to create a Class that meets on various dates with Enrollees only choosing one
How to Add Class CapacityLearn how to restrict the number of Enrollees in a Program
How to Share Classes with Other ProgramsHow to share a Class and what happens when I share a Class
How to Unshare a ClassThe steps on unsharing the original Class being shared
Editing Programs
How to edit existing programs
How to Edit Program OptionsLearn how to change the options someone chooses when enrolling
How to Duplicate ProgramsSave time and effort by copying your Programs or entire Enrollment Periods
How to Edit Program SchedulesProgram times or dates change? Here's how to change those!
How to Bulk Update ProgramsEnrollsy allows you to update many programs at once
How to Re-Order Program OptionsDo you need to change the order your Programs appear? Enrollsy makes it simple!
How to Archive/Unarchive ProgramsDo you have older Programs that you want to hide? Here's what happens when you archive them
How to Import Program OptionsLearn how to easily add Program Options via a spreadsheet!
How to Add Content to a ProgramUploading Zoom meetings, YouTube links, Vimeo links, and other Content to your Enrollees to view in the Customer Portal
How to Add a Program to Multiple LocationsIf you offer the same Program (or Classes within that Program) at multiple Locations, this article will show you how to do this.
What Happens if you Delete Program OptionsBe careful before deleting Program Options on Programs
How to Delete a ProgramSteps to delete one or more Programs
How to Change the Order of Programs on the Enroll FormReorder how Programs are presented to customers by editing Program Option order
About Deleting Locations on ProgramsThe reasons to be careful when taking Locations off of Programs
Editing Classes
How to edit existing classes
How to Edit an Existing ClassDid you Class names change or did you hire a new Instructor? Change your Class details with ease.
How to Edit Class Selection ListsHere's the steps to add or remove Selection Lists on Classes and Programs
How to Edit Class SchedulesClass times or dates change? Here's how to change those!
How to Delete a ClassNeed to remove one or more Classes? Here's how.
How to Edit Class Dates on the Enrollment Confirmation EmailDates wrong on the enrollment email? Here's how to edit them
How to Change Class CapacityYou can edit the number of Enrollees/students who can be in a class at one time
How to Add a Class DescriptionClass Descriptions are optional, but can describe your class in more detail
How to Unshare ClassesLearn the right way to unshare a Class
How to Add an Image to your ClassesNeed to add a photo to your Class description
How to Cancel a Class as an AdminLearn what you need to do to cancel a Class with/without Enrollments
How to Allow Class CancellationDo you want to allow Account Holders to be able to cancel their Class from within the portal? Using this setting on the Program, you can!
How to Re-Order Class Selection ListsLearn the steps to change the order of multi-list selections
Filtering Programs/Classes
Information on filtering and sorting classes and programs
How to Sort ClassesView your Classes by name, time, or date
How to View Classes in a CalendarEnrollsy makes it easy to view classes in a calendar form
How to Filter Classes in the List ViewFilter your Classes by Instructor or Class name
How to Filter Classes in the Calendar ViewNow you can filter Calendar-View Classes by Instructor, Class, or Program
How to Show Programs with an "Enrollment Ends On" DateLearn how to hide Programs whose enrollment has ended