Customers/Account Holders
Managing customers/account holders
By Serena and 1 other2 authors21 articles
General Overview
Overview of accounts, enrollments, and enrollees
How to Import Accounts into EnrollsyNo need to manually add accounts; learn to quickly add them
How to Manage Enrollments, Enrollees, & AccountsA guide to overall management of Enrollsy
How Much Instructor Information is Visible to the CustomerWhat customers see about teachers/instructors
How to Save Customer InformationFind out where the save button is to make sure all edits are saved
Admin View vs. Customer Portal Account DifferencesHow the Admin view differs from what Account Holders view on their Account and Billing page in the Customer Portal
Helping Customers Sign In to EnrollsyDownload a free Customer log in instructions template
Account Management
How to manage account holders and accounts
How to Merge or Separate AccountsSometimes you may have two identical accounts and need them combined into one. Here's what to do in that case.
How to Search & Find Active and Inactive AccountsFinding someone's account in Enrollsy is simple
How to Give an Account Holder AccessEnrollsy allows a Secondary Account Holder full access through the app or a browser with their own email and password.
Understanding Inactive AccountsLearn what happens when an Account is made inactive
How to Delete an Unneeded AccountIf you have an Account that was made in error and needs to be deleted, learn how to get that done
How to Create a Customer AccountAdmin Users don't have to enroll someone to create an Account
Account Holder Login: Common QuestionsEmail addresses in Enrollsy
How to Edit Account Holders & Change the Primary Account HolderNeed to switch a Primary Account Holder to someone else? Here's how.
How to Hide the Payment Section in the Customer PortalHow to prevent Account Holders from making payments (or editing payment methods)
How to Handle Customer Issues & Contact SupportFind out what resources are available to assist your customers
Enrollee Profiles
All about enrollees information
How to Add Another Enrollee to an Existing AccountFollow these steps to add someone to an Enrollsy Account
How to Find & Sort Enrollees in the Enrollees TableUse sorting and filters to quickly locate enrollees by date or enrollment status
How to Unenroll an Enrollee & Track WithdrawalsFind out how to make sure you have withdrawal dates for all Enrollments
How to Delete an Enrollee RecordLearn what all takes place if an Enrollee is completely deleted in Enrollsy
How to Add an Enrollee's PhotoIncluding a picture of your Enrollees is helpful to get to know them