An Account is typically identified by a name and a unique email address (and optionally an ID). Accounts are owned by a Primary Account Holder, who is ultimately responsible for payment. An optional Secondary Account Holder may also be included. In the event the Enrollee is an independent adult and not a dependent, the Account and the Enrollee might be the same person. E.g. Sally Johnson, sally@domain dot com
Sometimes an Account Holder will enter a different email address (or enter their email address with a typo) during enrollment, thereby creating a new account within Enrollsy. This usually requires the two accounts for the same Primary Account Holder to be merged back into one.
To merge accounts in Enrollsy, follow these steps:
Start a new chat and click:
View Support Menu
Merge Accounts.
Choose No when asked if you have multiple merge requests, as this process is only for merging two or three accounts.
View Support Menu
Merge Accounts
Be sure to provide the following: If you are merging two or three accounts, provide the required information manually through chat. For larger-scale requests involving more than three accounts, compile and submit the information in a spreadsheet.
The email address of the Customer Account that needs to remain.
The email address of the Customer Account that needs to be merged and deleted.
Any other additional information relevant to the merge request. If you are merging multiple accounts (more than three), use a spreadsheet to consolidate the request. Include the email address of the account to remain active, the email addresses of all accounts to be merged, and any additional relevant details.
We will automatically merge any financial data to the account that will remain.
NOTE: We can typically process a merge request Monday through Friday, 7 a.m. to 3 p.m. MST within a few minutes. If it's after business hours, we will process it the next business day. We will update you on the same chat.
**If you have additional questions, please start a new chat so we can dedicate that chat to the merge request.