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

Adding Merchant Accounts takes time on the backend for approval, so start this step early. Complete your merchant account applications.

After Enrollsy provisions your Company account, you'll customize Enrollsy to match your brand. To adjust your company information, edit your My Company settings.

Add all of your company’s Locations. Locations keep information for each site separate and organized. Always confirm the active Location before viewing or editing data. Getting started adding your Locations.

Customize your Enrollsy Enroll Form. Select Forms on the banner of tabs across the top of the screen and choose Enroll Form. Then customize your Enroll Form.

Decide which documents you require from Enrollees. Customers download, complete, and upload these documents through their portal. Or you can send documents via email for Customers to fill out and sign via Dropbox.

See Guide to Enrollsy Forms & Documents 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. Activities let Classes, Instructors, and Enrollees communicate, and Enrollsy records each one on the activity timeline.

Attach Activity Forms to Activities to send them to Customers, Instructors, or Admins. For now, create the Activity Forms — you'll attach them later. Create Activities and Activity Forms.

Charge Items are anything you charge for. Think tuition, deposit, book fees, t-shirts, late fee, etc. Most Charge Items appear as line items on enrollments; you can also combine them into an Invoice. 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 How to Create Charge & Discount Items for how to create these items.

Add all of your Instructors now — you'll assign them to specific Classes later. Find out how to add a new instructor here.

Create Enrollment Periods that align with your Program or Class start and end dates. Decide how many you need. You can create as many as you want, but Programs are scoped to a single Enrollment Period..

Programs are the offerings Enrollees sign up for. Enrollment collects Enrollee info and routes them into the right Program. Program Options are the choices Enrollees make to land in the correct Program. Learn how to Create Program Options, as well as Enrollment Models and Classes.

Create every Program inside the active 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, see How to Create a Program to go through the steps to create your Programs.

Add at least one Class to each Program. To open enrollment, every Program needs at least one Class with a Capacity of 1+.

Class settings have some nuances — see how Class options interact with Program settings. Learn more about how to create a Class and how Program settings affects Classes.

Once your test enrollment goes through cleanly, you're ready to launch. Run a test enrollment to verify everything works end-to-end.

Go through a test enrollment and sign all Required Documents. If anything breaks, reach out via live chat.