There are several ways to move or re-enroll an Enrollee into another Program or Class in Enrollsy.
Before you begin, answer this question: Do you need to preserve the current Program/Class enrollment history?
Yes — preserve history: Use Re-Enroll an Enrollee (Preserve History). You'll deactivate the current enrollment, then create a new one.
No — history is not needed: Use Reassign an Enrollee (No History Preserved) and pick the method that fits your workflow: Classes Page, Enrollee's Page, or Enroll Form.
Looking for a specific scenario? Jump ahead:
Same Class, different Day → Jump to Move an Enrollee Between Days in the Same Class.
Moving to a Shared Class → Jump to Move an Enrollee to a Shared Class.
Don't want to bill them again → Jump to Move an Enrollee Without Billing Them.
If you only need to move an Enrollee between Days within the same Class, jump to Move an Enrollee Between Days in the Same Class.
⚠️ Important: How Moving an Enrollee Affects Billing
⚠️ Important: How Moving an Enrollee Affects Billing
Payment Plans are attached to the original enrollment, so moving an Enrollee changes what happens to their billing:
Moved to another Class (same Program): The Payment Plan converts to a Program-level Payment Plan.
Moved to another Program (previous enrollment deactivated): Any attached Payment Plan disappears from the Enrollee's Billing page.
Previous enrollment deactivated and deleted: Both the enrollment and its billing are removed entirely.
What you need to do: After moving an Enrollee, manually add any Invoices (for fees "Due at Enrollment") or an individual Payment Plan to their account. Billing is not carried over automatically.
Option A - Re-Enroll an Enrollee and Preserve History
See "How Moving an Enrollee Affects Billing" above before you begin.
Use this two-step process when you need to move an Enrollee to a different Program or Class and keep a record of their original enrollment for reporting or historical purposes. You'll deactivate the current enrollment first, then create a new one.
Billing note: Because you're creating a brand-new enrollment, you'll need to create an Invoice for any fees currently due (such as "Due at Enrollment") or add an individual Payment Plan to the Enrollee's account.
Step 1 - Deactivate the current enrollment
Go to the Enrollee's page (search their name in the Search Bar, or click their name from the Enrollees Table or under a Class). On the Enrollment Card, toggle off the switch next to the Program/Class the Enrollee is currently enrolled in. This deactivates the enrollment while preserving its record. See more about what happens when you deactivate an enrollment.
Step 2 - Enroll the Enrollee in the new Program or Class
Once the previous enrollment is deactivated, enroll the Enrollee in the new Program or Class using any of the following:
Click the Enroll [Enrollee's Name] button on their page.
Use Actions → Edit Enrollment to add the new Class (depending on your Program setup).
Click Enroll in the left navigation menu to go through the full Enroll Form.
Step 3 - Move Unassigned Enrollees to the new Class (if applicable)
If your Program does not allow Class selection during enrollment, the Enrollee will land in the Unassigned List. To place them in the correct Class, go to the Classes page, open the Unassigned List, select the Enrollee, and click Assign.
Option B - Reassign Without Preserving History
See "How Moving an Enrollee Affects Billing" above before you begin.
Use this option when you only need to correct or change an Enrollee's Class or Program, and you don't need to keep the original enrollment record.
Important — what happens when you reassign: Reassigning replaces the Enrollee's current enrollment with the new one. The previous Program/Class enrollment will disappear from their record. Use this only when you don't need to keep the original enrollment for reporting or historical purposes.
Example: Suzie is enrolled in Art 101 but wants to switch to Music Composition, and you don't need to keep the Art 101 record. Reassign her using any of the three methods below — Art 101 disappears and is replaced with Music Composition.
Pick the one that best fits your workflow:
Method 1 — Classes Page: Best for bulk moves, Days-per-Week setups, or when you're already working from the Class roster.
Method 2 — Enrollee's Page: Best for individual changes when the previous enrollment doesn't need to be preserved and the setup is straightforward.
Method 3 — Enroll Form: Best when you need full Admin control — enrolling new or existing customers, bypassing required fields, or overriding payment options.
Method 1 - Classes Page
How you reassign on the Classes page depends on your Enrollment Model. Follow the steps below to move an Enrollee from one Class to another.
Locate the Enrollee. Go to the Classes page and find the Class the Enrollee is currently in.
Open the Class view. Click the down arrow on the far right of the Class. (For Days per Week: click the arrow on the top-level Class rather than on individual days.)
Select the Enrollee. Check the box to the left of the person's name.
Remove or reassign:
Simple or Days per Week models: Click Reassign to move them to the [Unassigned List].
Classes model: Click −Class to move them to the Unassigned List automatically.
Assign to the new Program or Class:
Same Program: From the Unassigned List, click Assign and select the new Class.
Different Program: In the Unassigned List, click Re-Enroll, choose the new Program, then assign them to the specific Class.
After Reassigning: Model-Specific Follow-Ups
Add specific Days (Days per Week model only)
If your Program uses the Days per Week model, reassigning the Enrollee places them on the new top-level Class — but not automatically on each individual Day. After reassigning:
Open the new top-level Class.
Locate the Enrollee in the roster.
Click +Day and select each Day they should attend. Repeat until every required Day is added.
Combine Multi-List enrollments (Classes model only)
If an Enrollee belongs to a Multi-List Program and needs to be in more than one Class, you can consolidate everything onto a single Enrollment Card instead of creating separate enrollments:
Move to Unassigned. From the Classes page, move the Enrollee to the Unassigned List.
Make the initial assignment. From the Unassigned List, click Assign and place the Enrollee in their first Class.
Add subsequent Classes. Open each additional Class, select the Enrollee's name, and click + Class.
Repeat as needed. Continue adding Classes until every required Class appears on the same Enrollment Card.
Method 2- Enrollee Page
If the Enrollee already has an Enrollsy account, you can add a new Class or change their existing Class directly from their page — as long as the current enrollment history does not need to be preserved, or you're adding a Class within the same Program they're already enrolled in.
NOTE: This method doesn't work for Programs set up in the Simple Enrollment Model. For those, edit the enrollment from the Classes page instead.
Example: Jane is enrolled in Computer 101 under the "Adult Enrichment" Program. To change her Class or add another:On the Enrollee's page, click Actions on the Enrollment Card.
Select Edit Enrollment from the dropdown menu.
In the window that opens, you'll see the current enrollment checked. From here you can:
Remove the current Class (uncheck it), and/or
Add a new Class (check the box for the additional Class).
Save your changes.
What happens next — and why you need to check Billing
After you save, a notification appears at the bottom of the screen:
"Enrollments successfully changed! Payment Plans NOT changed, navigate to the Billing tab to make any necessary changes."
This message is your cue to fix billing. If the Class you removed or replaced had a Payment Plan attached to it, that Payment Plan is now unassigned — it's no longer tied to any Class on the Enrollee's record. To resolve this:
Open the Billing tab on the Enrollee's page.
Locate the now-invalid Payment Plan.
Reassign it to either the new Class or to the Program as a whole.
For step-by-step help, see How to fix invalid Payment Plans.
Method 3 - Enroll Form
Use the Enroll Form when you want full Admin control — for example, enrolling new or existing customers, bypassing required fields, or overriding payment options. This is the most flexible method, but it takes a few more steps.
Step 1 — Account & Enrollee info
Click Enroll in the left navigation menu and complete the Parent/Primary Account and Student/Enrollee information on the Enrollment form.
Step 2 — Program selection
In the Program Section, choose:
Location
Enrollment Period
Program Options (including any Class selections)
Step 3 — Zero out pricing or use a payment method on file
If the customer doesn't have a payment method on file — or you don't have access to it — uncheck all boxes under Pricing Options and Payment Plans so the total reads zero. You can then manually add any Payment Plans or Invoices (for amounts due at enrollment) after the enrollment is created. See the billing note for details.
IMPORTANT NOTE ON PAYMENT SECTION
What happens next depends on whether the Pricing boxes are checked:
Boxes checked → You'll be taken to a Payment page. Use this path if the Account Holder already has a payment method on file, or you can collect payment from the Primary Account Holder during enrollment.
Boxes unchecked → You'll skip the Payment page. Use this path (described in Step 3 above) when you don't have a payment method to charge at the time of enrollment.
Step 4 - Complete the Enrollment
Confirm the Enrollee is in the correct Program, click Next Step again, and then click Complete Enrollment to finish.
Option C - Add an Additional Enrollment
Use this when an Enrollee needs to keep their current enrollment and be added to a new Program/Class on top of it. You're not replacing anything — you're stacking a new enrollment onto their record.
Step 1 — Locate the new Program
On the Classes page, click the new Program on the left-hand list.
Step 2 — Add the Enrollee to the Unassigned List
Open the Unassigned List by clicking the circled arrow between the Program list and the Classes.
In the Unassigned List for the new Program, click Add.
Search for the Enrollee in the search bar and click their name — they'll be added to the Unassigned List for that Program.
Step 3 — Assign the Enrollee to the new Class
Select the Enrollee in the Unassigned List.
Click Assign and choose the Class.
Special Cases
Move an Enrollee Between Days in the Same Class
On the Classes page, the Class lists ALL Enrollees for a Program that is set up with Days-per-week Enrollment Model. Below that list will be the individual days of the week, and the Enrollees are enrolled each day:
If you only need to move an Enrollee between Days within the same Class, you don't need to reassign or re-enroll — just remove them from one Day and add them to another.
Step 1 — Remove from the current Day
Open the Class on the Classes page, locate the current Day, select the Enrollee, and click Remove from [Day].
NOTE: No Enrollees are moved to unassigned unless they are "Reassigned."
Step 2 - Add to another Day
Go back to the main Class list at the top, select the Enrollee again, and click +Day to choose the new Day (Add to Monday, Add to Tuesday, and so on).
Move an Enrollee to a Shared Class
In Classes that are shared between two or more Programs, Enrollees show up in both Classes when you view the roster from the Classes page. The Enrollees in the shared Class will be grayed out, and a share icon will show up on the left side of the enrolled date, as shown below:
To move someone out of a shared Class, work from the original Class — the one the Enrollee is actually enrolled in — and add or remove them there.
Click the Class name to open the original Class. You'll know it's the original because Enrollees are not grayed out and there's no share icon next to their name.
From the original Class, select the Enrollee and add or remove them as needed.
If you try to reassign from the shared version of the Class, you'll see the Reassign button greyed out with the message: "You can only do this for enrollments from the currently selected Program." That means the Class is being shared from another Program. Switch to the original Program and follow the steps above to move the Enrollee.
Move an Enrollee Without Billing Them
If you're correcting a wrong enrollment or moving an Enrollee as a courtesy, you have two options:
Option 1 — Issue a coupon code that covers the new enrollment
The customer can then re-enroll themselves at no cost, and any payment plans will carry through normally. You'll still need to deactivate the original (incorrect) enrollment. See [How to Create a Discounts and Coupon Codes] and [How to Deactivate and Delete an Enrollment].
Option 2 — Switch them using Method 1 or Method 2 above (Classes page or Enrollee's page)
Only use this if the original enrollment history does not need to be preserved — switching this way replaces the prior enrollment and removes it from the Enrollee's record.