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Add an Enrollee to an Existing Account

Add a new Enrollee to an Account and enroll them in a Program or Waitlist

Written by Richard Hogan

Use these steps to add a new Enrollee to an existing Account. Then enroll them in a Program or Waitlist.

Step 1 — Find the Account

In the search bar at the top of the page, search for the Account using any of these:

  • Account Holder name

  • Enrollee name

  • Account Holder email

  • Account Holder phone number

From the search results, select the Account you want to add the Enrollee to.

Enrollsy search bar showing matching Account Holder and Enrollee results for a name search

Step 2 — Add the Enrollee

  1. In the top right of the Account, next to the Billing, Account and Enrollee tabs, click the blue plus button.

  2. Enter the new Enrollee's information:

    • First and last name

    • Gender

    • Birth Date

  3. Click Submit.

Note: Gender and Birth Date only appear if they're turned on in your Enroll Form. Custom fields don't appear here.

Enrollsy Account page with the blue plus button highlighted and the New Enrollee form open

Step 3 — Enroll the Enrollee in a Program or Waitlist

  1. On the new Enrollee's tab, click Enroll [Enrollee Name] to open the Enroll Form.

    Enrollsy Enrollee tab with the Enroll button highlighted next to Programs

  2. Skip the Account Holder section unless you need to update the Account Holder's information.

  3. In the Enrollee Info section, select the new Enrollee under Enroll existing Enrollee and fill in any other needed information.

    Enrollsy Enroll Form Enrollee Info section with the existing Enrollee selected

  4. In the Program Selection section, choose the Location, Enrollment Period, Program and any other Program options. To add the Enrollee to a Waitlist, click Waitlist Selection.

Enrollsy Enroll Form Program Selection section showing Location, Enrollment Period and Program fields

Step 4 — Choose a Payment Option and Complete the Enrollment

Choose one of these payment options:

  • Enroll without payment — Uncheck the tuition boxes under Plan Costs. This lets you finish the enrollment without collecting a payment. You'll need to add an invoice or payment plan to the Account manually afterward.

  • Collect payment now — Leave the tuition boxes checked. Then, in the Payment Info section, use a payment method on file or enter a new one from the customer.

Enrollsy Enroll Form Plan Costs section with the tuition checkbox unchecked

To finish, click Complete Enrollment.

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