Duplicate Accounts
An Account is typically identified by a name and a unique email address. 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.
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 means that the same person will have two different accounts under two different email addresses.
❗NOTE: Please DO NOT enter the same email address! If the same account under the same email address is showing up twice in the search bar, it is a bug that cannot be fixed at this time.
Merging Duplicate Accounts
When you merge accounts in Enrollsy, the system combines all information from the accounts involved into one. It is essential to understand what happens during and after this process to ensure no important information is lost.
Key Outcomes of the Account Merge
Data Consolidation: - All enrollments and financial information from both accounts are merged into the account chosen to be kept. - Duplicate form field answers are resolved by prioritizing the data from the account being kept.
Tags - Account, Enrollee, and Enrollment Tags do not transfer. You will either need to keep the account with the Tags, or transfer the Tags manually to the account that will be kept.
E-sign Documents: - Electronic signature documents do not merge automatically. If any accounts include E-sign documents, ensure to notify your administrator so that these details can be managed correctly.
Refreshing Your Dashboard: - After the merging process is complete, refresh your page to view the updated account details.
To merge Accounts in Enrollsy, follow these steps:
Start a new chat within the admin portal and click:
View Support Menu
Merge Accounts or Enrollees
Merge Customer Accounts
If you only have two (or at most three) accounts to be merged, choose "No" and click the form to create a ticket
If you have more than two or three accounts, choose "Yes." You will be asked to attach a spreadsheet (a Google sheets template is provided) where you can list the accounts you need merged. Include the email address of the account to remain active, the email addresses of all accounts to be merged, and any additional relevant details.
Be sure to provide the following:
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.
We will automatically merge any financial data to the account that will remain.
Duplicate Enrollees
An Enrollee is the person participating or enrolling. The word Enrollee is a label that can be changed to Child(ren), Student(s), Registrant(s), Player(s), Subscriber(s), Member(s), Traveler(s), etc. Enrollees can be placed in one or many Programs during the enrollment process.
When a person is enrolling, if they have enrolled before, the Enrollee's name will be available under the Enrollee section of the Enroll Form to select. However, if the person enrolling doesn't click the name and instead re-adds the same name, this creates a duplicate Enrollee. A duplicate Enrollee will show up on the Account page twice (have two tabs with the same name), like this:
Merging Duplicate Enrollees
To merge Enrollees in Enrollsy, follow these steps:
Start a new chat within the admin portal and click:
View Support Menu
Merge Accounts or Enrollees
Merge Enrollees
Click the form to create a ticket
Be sure to provide the following:
The email address of the Customer Account
The name of the Enrollee you to keep (which is usually the one wiht the most filled-in information and/or enrollments)
Any other information we need to know relevant to the merge request
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.
For any additional support or to report unresolved issues after merging, consider reaching out to Enrollsy Customer Support for personalized assistance.