Customer Portal
All the resources you need as an Account Holder/Enrollee to use Enrollsy
By Richard and 1 other2 authors25 articles
Getting Started
Overview of the customer portal and FAQs asked by customers
- How to Contact Support as a CustomerIf you or your child is enrolled in a company that uses Enrollsy, find out how to contact support
- FAQs Asked By Customer/Account HoldersFrequently Asked Questions Company Account Holders ask answered
- Intro to the Enrollsy Customer PortalEnrollsy's Customer App allows for ongoing interaction and engagement
- Customer Portal Training VideosHere's a library of videos to support your Customers
Enrolling
How to enroll in the customer portal
Your Account & Profile
How to access account information and make payments in the customer portal
- How to Edit Account & Enrollee Information in the Customer PortalAn overview of how to make payments, view Transaction History, and update payment information.
- How to Give a Secondary Account Holder Access to the Enrollsy AccountSteps Primary Account Holders need to take to give Secondary Account Holders access to their account
- How to Fill Out Additional Information in the Customer PortalIf you are a Customer or Account Holder, learn how to access your Enrollsy account to fill out additional information
Payments
How to export or print out statements, invoices or receipts
- How to Print Statements, Receipts & Invoices in the Customer PortalLearn how to view and print financial records in the Customer Portal
- How to View Your Financial AccountLearn about how to read the Transaction History in Enrollsy
- How to Make a Payment in the Customer PortalFind out how to pay one or more invoices or make a custom payment
- How to Add or Edit Payment Methods in the Customer PortalLearn how to add or change your payment information in the Customer App
- How to Purchase a Gift CardGift Cards can be purchased upon enrollment or in the Customer App
Documents & Content
How to access documents and program content as a customer
- How to Download or Upload a Document in the Customer PortalLearn how to upload required documents in the Enrollsy Customer App
- How to Receive and Complete E-signature DocumentsLearn how to sign Documents from Enrollsy
- How to View Shared Content in the Customer PortalLearn how to view shared meeting links, videos, etc.
Activities & Check-In
How to view and post activities in the customer portal
- How to Check-In/Out in the Customer PortalThe steps to checking in/checking out Enrollees in Enrollsy
- How to View and Log Activities in the Customer PortalLearn how to find and view Activities and log Activities in the Customer Portal
- How to Set Up or Reset Kiosk PIN (Customer Portal)Learn how Account Holders can reset the Kiosk PIN within the Customer app