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Hiding Past Enrollments: Archive Programs, Enrollment Periods, or Deactivate Enrollees

Three methods for cleaning up old enrollments in Enrollsy — and what each one does to your data, billing, and reports

Written by Serena Edwards

If you no longer need to see old enrollments in your day-to-day views — and all related payments have been collected — Enrollsy gives you three ways to hide them. Each option has different consequences for billing, reporting, and what enrollees and instructors can see, so choose based on how broadly you want to hide records:

  • Archive a Program — hides every enrollment tied to an entire Program.

  • Archive an Enrollment Period — hides enrollments for a specific term or session.

  • Deactivate Enrollments — hides enrollments for individual Enrollees or a single Class.

Which Should I Choose?

  • Use Archive Program when a Program is fully retired.

  • Use Archive Enrollment Period when a term has ended but the Program continues.

  • Use Deactivate when only specific enrollees or a single Class need to be hidden.

Scope

Removes from Enroll Form

Removes from Customer/ Instructor Portal

Cancels future Invoices

Reversible

Archive Program

Yes

Yes

Yes

Yes

Archive Enrollment Period

Yes

Yes

Yes

Yes

Deactivate Enrollment

N/A

Deactivation acts on existing enrollees only

Yes

Yes

Yes

Archive a Program

What it does: Hides an entire program — and every Class and enrollment inside it — from active views across Enrollsy.

What happens when you archive a Program:

  • The Program is removed from the Enroll Form

  • The Program is removed from the Customer Portal and the Instructor Portal

  • All Classes within the Program become inaccessible on the Classes page

  • Any future Class reminders are canceled

  • Any future Invoice and payment events are canceled

  • Historical enrollment data is preserved

How to archive a Program:

  1. Go to the Programs page.

  2. Click the three dots beside the Program you want to archive.

  3. Select Archive.

    how to archive a program in Enrollsy

How to reverse it: Return to the Programs page, locate the archived Program in your archived list, and restore it from the same menu.

Archive an Enrollment Period

What it does: Hides a specific term or session of a Program (for example, "Fall 2025") while keeping the Program itself active for current and future enrollments.

What happens when you archive an Enrollment Period:

  • The Enrollment Period is removed from the Enroll Form

  • It is removed from the Customer Portal and the Instructor Portal

  • Any future Class reminders are canceled

  • Any future invoice and payment events are canceled

  • Historical enrollment data is preserved

How to archive an Enrollment Period:

  1. Go to the Classes tab, or navigate to My Company > Programs.

  2. Click the down arrow beside Enrollment Periods.

  3. Click the cogwheel beside the Enrollment Period you want to archive.

    how to archive enrollment periods in Enrollsy
  4. In the menu that appears, select the box icon (hover to confirm the tooltip reads "Archive this Enrollment Period").

    how to archive enrollment periods in Enrollsy

How to reverse it: Open the same Enrollment Periods menu, locate the archived period, and unarchive it from the cogwheel options.

Deactivate Enrollments

What it does: Hides individual enrollments — either one enrollee at a time or in bulk by Class — without affecting the parent Program or Enrollment Period.

What happens when you deactivate an enrollment:

  • The enrollee is removed from their Class

  • The enrollment becomes inactive

  • Auto-billing is turned off, so new invoices will not be generated

  • Any payment plans attached to the enrollment are removed (no future payment events will be added)

What deactivation does NOT do:

  • It does not make the account inactive

  • It does not zero out the account balance

  • It does not remove any data permanently

  • It does not turn off auto-pay — if unpaid invoices remain and auto-pay is on, it will still attempt to collect on them

How to deactivate an enrollment — by individual account:

  1. Use the search bar at the top of Enrollsy to find the enrollee.

  2. Open the enrollee's Name tab (not the Billing tab).

  3. Scroll to the Enrollments section, find the Program they are withdrawing from, and flip the switch to deactivate.

How to deactivate enrollments — by Class (bulk method):

  1. Go to the Classes page and open the Class with enrollees you want to remove.

  2. Select the enrollees and click Reassign to move them to the Unassigned list.

  3. In the Unassigned list, select the enrollees you want to deactivate and click Remove.

  4. Choose one of the following:

    • Deactivate — keeps the enrollment record but makes it inactive.

    • Deactivate and Delete — removes the enrollment record entirely.

      deactivate or deactivate and delete an enrollment in Enrollsy

How to reverse it: To reactivate an enrollment later, return to the enrollee's Name tab and switch the toggle back on. NOTE: If you chose Deactivate and Delete, the enrollment cannot be reactivated — you'll need to re-enroll the person.

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