Implementation Steps

Complete the following steps in this order to successfully implement Enrollsy as your new enrollment software.

Adding Merchant Accounts is easy, but it takes time to be approved on the backend. This is why we ask you to tackle this step early on. We would hate for your merchant account to keep you from launching. To get started, click here.

Once you have access to your Company’s account (which Enrollsy will provide), you'll be able to transform Enrollsy into your Company's space. Your customers will be thrilled. Don’t worry; we'll walk you through the whole process. To adjust your company information, click here.

Next, you’re going to add all of your company’s Locations. This feature allows you to keep information for different Locations separate and organized. Pay attention to which Location you select moving forward to ensure you are in the correct Location for what you are viewing or editing. Click here to add or edit the Locations.

Now to the fun stuff! Customizing your very own Enrollsy Enroll Form. Simply select “Forms” on the banner of tabs across the top of the screen and choose “Enroll Form.” Then click here to learn how to customize your Enroll Form.

Take a minute to think through which documents you currently require of Enrollees. You'll now be able to make these documents available to your Customers through their portal to download, complete, and then seamlessly upload back to you. No more having to collect paperwork, we do that for you!

See this article to decide which kind of Document or Form is ideal for your setup. If you already know the type of Document, see the following for more information on how to create each of these types:

You'll now create custom Activities. These Activities enable communication between a Class, Instructor, or Enrollee and are recorded on the associated activity timelines.

Activity Forms can be attached to Activities and sent to Customers, Instructors, or Admins. We'll do this in a later step, but for now, you'll create Activity Forms. Click here to create both Activities and Activity Forms.

Charge Items are anything that you plan to charge money for. Think tuition, deposit, book fees, t-shirts, late fee, etc. Often, these are line items added to enrollment, but they can also be used internally to build an Invoice (or series of charges on a particular date/time). You are not adding in pricing here, just creating labels with the correct settings.

A Discount Item is a designated credit, such as "sibling discount," "military discount," etc. See this article for how to create these items.

Add all of your company's Instructors. These Instructors will later be assigned to specific Classes, but for now, you'll want to put them in the system. Find out how to do this here.

Many choose to create Enrollment Periods based on the start and end dates for your Programs or Classes. Determine how many Enrollment Periods you will want to create. You can create as many as you would like; just remember that programs created in one Enrollment Period will not be visible in any other Enrollment Periods.

Programs are what Enrollees enroll into. The Enrollment process collects information about Enrollees and funnels them into the right Program in which to enroll. Program Options are the options presented to Enrollees to funnel them into the correct Program during the enrollment process. Click here to learn how to create your Program Options.

The goal of this step is to create all of your programs within a given Enrollment Period. To do this, select the person icon at the top right of the screen and the Programs tab at the top of the screen. From here, click here to go through the steps to create your Programs.

Now that you have created Programs, you will need to add at least one Class to each Program. To open enrollment, you will need a Program with a Class inside of it with a Capacity of at least one.

While creating Classes is easy to do, there are some nuances to the options that you should be aware of. Click here to learn more about how to create Classes and how Program settings affects Classes.

Congratulations! You have almost completed the Implementation Guide! The very last step is to test your Enroll Form to make sure it has come together correctly.

Go through a test enrollment and sign all Required Documents. If you come across any issues, reach out to us for help using the live chat, or schedule another demo with us.