This article answers the most frequently asked questions about enrollment in Enrollsy. The questions are grouped by the stage of the enrollment lifecycle — starting with verifying and completing enrollments, then modifying them, and finally deactivating or deleting them. Use the section headings to jump to the topic you need.
How do I know if someone completed enrollment?
If you have a Customer who says they completed enrollment, but you can't find them in Enrollsy (they don't have an account), the Customer probably didn't complete the enrollment process. You can verify this by going to the Submissions/Leads page.
Enrollsy captures "Leads" from anyone who enters at least one piece of contact information on your Enroll Form but does not complete the enrollment process. If a person shows up on this list, that means they did not complete enrollment.
On this page, you can view the following information:
The date and time the person attempted to enroll under the "Captured" column
Any Lead Tags added by an Admin user
The first and last name of the Customer
The email address of the Customer
The cell phone and/or work phone (if inputted)
The Location and Program name (if inputted)
Any internal notes added by an Admin user
You can edit any of the below information on a Lead by clicking the pencil icon beside the lead:
First & Last Name
Email Address
Cell Phone or Work/Home Phone
Location
Internal Notes
You can send leads a text message (if they provide a cell phone number). Check the boxes and click the SMS button to the right to write a text.
If you prefer to email them, check the boxes and click the Email icon to copy the email addresses (for those who provided one). The email addresses will be copied to your computer's clipboard. Paste the email addresses into your email provider (i.e., Outlook, Gmail, etc.) to send an email.
Can a Customer enroll if they have an Enrollsy Account?
When a current Account Holder/Customer enrolls and enters the same email address they currently have on their existing Enrollsy Account; the system will prompt them to load their current information:
The Customer will need to press "Load customer" to use their current email. When that happens, the system will input all the Customers' current information into the Enroll Form. If the Customer chooses "Cancel," they must fill out the Enroll Form anew. None of their information will load into the Enroll Form.
NOTE: If the Account Holder's email address has CHANGED, and they have an Enrollsy Account, an Admin User should change the email address on their side. Then the Account Holder should log in using the new email address.
How do Customers pay at enrollment?
Customers who enroll in a Program or Class with a required fee through the Enrollsy App or a public or private link will eventually reach a payment step on the Enroll Form.
Depending on the merchant account you have opted for, Customers can pay by Electronic Check (ACH) or Credit/Debit Card. You can also enable a Pay Later option. Contact support and we can set that up for you. Additionally, the 'Pay Later' feature provides customers the ability to complete their enrollment without making an immediate payment, offering greater flexibility for both businesses and users.
For Programs and Classes with a required fee, Customers will not be able to complete their enrollment until they have selected one of the options you allow for.
For a Customer to skip payment upon enrollment, they will need to use a Coupon Code or have an Admin enroll them as a signed-in user. Or you can set up the Pay Later option. The 'Pay Later' feature enables customers to finalize registration without entering a payment method, which can be advantageous for businesses that allow alternative payment methods or plan to collect payment at a later stage.
Once activated by Enrollsy staff, this option will be universally visible on the enrollment form, giving all users the choice to defer payment during registration. If you are interested in this option, please contact us via chat.
Check out this article to learn how to enroll someone as an Admin.
How do I allow enrollment for future birthdates?
Enrollsy allows enrollment of those with birthdates into the future. One possible use-case is infants yet to be born.
When enrolled, the Enrollee will show up in the Unassigned section. However, if you have "Auto Assign Enrollments" on, it automatically assigns Enrollees in a Class (if there is only one Class in the Program).
How do I change an enrolled date?
Enrollsy allows Admin users to change the date someone enrolls. To do this, follow these steps:
Head to the Enrollee's tab (by searching for their name in the top search bar or clicking on their name under the Enrollee/Table page or Class page).
Under Programs, you will see their Enrolled date in the upper-right corner. Click the pencil icon to change the date and/or start time.
How do I duplicate Enrollments?
When you duplicate an Enrollment Period, you have the option to not only copy Programs, Classes, and Waitlists, but also Enrollments.
That means at the time of duplication; Enrollees can be copied into the new Enrollment Period inside their Programs and Classes! This is especially useful if you tend to keep the same students year-to-year (or month-to-month), but need to track history in this way.
Follow the steps below to duplicate Enrollments:
Step 1 - Duplicate Icon.
Click on your Enrollment Periods, then under the Enrollment Period you want to duplicate, click on the duplicate icon (plus button in a double square).
Step 2 - Rename the Duplicated Enrollment Period.
The system will automatically rename the Enrollment Period to the same name with "copy" in parentheses. You will want to rename the Enrollment Period.
Step 3 - Choose Duplicate Enrollments. Choose the options you want (including "Duplicate Enrollments"), then click "Duplicate."
Step 4 - Click Duplicate. Click the "Duplicate" button and the Enrollment Period along with all checked options will be duplicated.
How do I deactivate an Enrollment?
Not everyone sticks around for the long haul. When someone cancels or withdraws, you can either deactivate the enrollment (which keeps the history) or deactivate and delete it (which removes it permanently).
Deactivating an enrollment will:
Remove the Enrollee from their Class assignment
Turn off Auto-Billing for that Enrollment
Remove any Payment Plans attached to the Enrollment
Mark the Enrollment as Inactive (you'll need to show Inactive Accounts to view it)
Deactivating an enrollment will not:
Make the Account inactive
Remove existing Invoices or zero out the Account balance
Remove any data permanently
Turn off Auto-Pay — if a balance remains, Auto-Pay will run again until you turn it off manually on the Account
👉 For step-by-step instructions on deactivating by Account or by Class, see How to Delete or Deactivate Enrollments.
Reactivating an enrollment: simply switch the toggle back on.
How do I delete an Enrollment?
If someone accidentally enrolled in the wrong Program or Class, or you no longer need to keep the record, you can delete the enrollment.
⚠️ Before you delete:
Deletions cannot be undone. If you might need the enrollment later, deactivate it instead.
Deleting an enrollment removes the Program and Enrollee from Transaction History and deletes all associated Payment Plans and Invoices.
Deleting an enrollment does not delete the Enrollee or the Account.
👉 For step-by-step instructions (including bulk deletion by Class), see How to Delete or Deactivate Enrollments.
How do I archive enrollments?
The only way to archive enrollments right now is to archive the Program. To archive a Program, go to the Programs page. Click the three dots beside the Program you wish to archive and choose "Archive." Be sure you are aware of the consequences of archiving Programs. See more info in this article.