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Getting Started with the Enrollsy Customer Portal

Learn how to sign in, find your way around and get answers to common questions, with a short video for each task

Written by Serena Edwards

The Enrollsy Customer Portal is where you manage everything with the company you enrolled with — your account, enrollments, payments, documents and check-ins. Find the task you need below. Most tasks include a short video and a link to full step-by-step instructions.

Sign In to the Customer Portal

You must already be enrolled, or have an account set up by your company, to sign in. You can sign in two ways:

  • Enrollsy app — download it from the Apple App Store or Google Play

  • Web browser — use the sign-in link from your company or its website (Chrome or Safari recommended)

Sign in with the same email address you used to enroll. Don't sign in from Enrollsy's website. For full steps and help resetting your password, see How to Log In to the Customer Portal.

Find Your Way Around

Click the menu in the top-right corner to move between pages:

  • Home — see your balance, invoices, payment methods and enrollments, and make a payment

  • My Account — update Account Holder and Enrollee information and view enrollments

  • Transactions — see your payment history and print receipts and statements

  • Enroll — enroll or re-enroll (if your company shows this option)

  • Activities — check in or out and log or view Activities

  • Content — view links and videos your company has shared

Enrollsy Customer Portal menu open in the top-right corner showing the main pages

If your company needs documents from you, a red banner appears at the top of the portal.

Red outstanding documents banner at the top of the Enrollsy Customer Portal

Update Your Account Information

Go to My Account to update contact details, Enrollee information and form answers. See How to Edit Account and Enrollee Information in the Customer Portal.

To let another adult access your account, see How to Give a Secondary Account Holder Access to the Enrollsy Account.

Enroll, Re-Enroll and Cancel

Why Does the Class Say It's Full?

Enrollsy holds a spot for 30 minutes while someone completes their enrollment. If many people enroll at once, a Class can fill before you finish. Try again later or contact your company to see if they can enroll you.

Why Can't I Submit My Enrollment?

  • Check that all required fields are complete

  • Make sure you've made all selections

  • Make sure you're not enrolling in a Program you're already enrolled in

Payments and Billing

Manage payments from the Home and Transactions pages. You can also view your financial account or purchase a gift card.

Make a Payment

Go to Home and click Make Payment. See How to Make a Payment in the Customer Portal.

Add or Edit Payment Methods

Go to Home and find Payment Methods. See How to Add or Edit Payment Methods in the Customer Portal.

Note: Printing works in a web browser, not in the Enrollsy app. For full steps, see How to Print Statements, Receipts and Invoices in the Customer Portal.

Print a Statement

Go to Transactions, click the printer icon and select Print Transaction Summary.

Print Invoices

Go to Home, click View and select the invoices to print.

Print a Payment Receipt

Go to Transactions, click the three dots beside a payment and select Create Receipt.

What Will I Be Charged?

If your company charges a fee at enrollment, it's charged right away. If you sign up for a payment plan, your payment method is charged on the plan's schedule.

Will My Payment Method Be Saved?

Yes. Enrollsy saves your card or bank information securely. Neither Enrollsy nor your company can see the full numbers.

How Do I Set Up or Change a Payment Plan?

You can see your current payment plans on the Home page. To set up or change a plan, contact your company.

Documents and E-signatures

Click the red banner at the top of the portal to see the documents your company needs. See How to Download or Upload a Document in the Customer Portal and How to Receive and Complete E-signature Documents.

Check In, Check Out and Activities

Check In or Out

Check in or out from Activities in the portal or on your company's kiosk. See How to Check In and Out in the Customer Portal.

Set Up or Reset Your Kiosk PIN

You need a PIN to use the kiosk. See How to Set Up or Reset Kiosk PIN.

Log and View Activities

Go to Activities to post an Activity or see an Enrollee's timeline. See How to View and Log Activities in the Customer Portal.

Shared Content

Go to Content to view Zoom links, videos and other links your company has shared. See How to View Shared Content in the Customer Portal.

Text Messages

Texts from your company arrive in your phone's regular messaging app. See How to View and Respond to SMS Text Messages and How to Opt Out or Opt In to SMS Texts.

Get Help

For questions about your account, enrollment or payments, contact the company you enrolled with first. If needed, they can contact Enrollsy Support for you.

You can also visit our Support Center for customer-centric articles to help you log in, reset your password, make payments, sign documents, and more.

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