Enrollsy creates an account when someone enrolls, including on a Waitlist. Each account belongs to a Primary Account Holder, who is responsible for payment. To remove an account from use, you can deactivate it yourself or ask Enrollsy support to delete it.
Deactivate or Delete — Which to Choose
Deactivate — Stops all enrollments and billing but keeps the account's history. You can reactivate the account at any time. This is the best choice in most cases.
Delete — Permanently removes the account, its Enrollees, and its enrollments. Only Enrollsy support can delete an account. Use this only for accounts created by mistake.
How to Deactivate an Account
Open the customer's Account page
Scroll to the bottom of the page
Click Deactivate
NOTE: To stop just one enrollment and keep the others active, deactivate that enrollment instead. See How to Deactivate or Delete Enrollments.
What Happens When an Account Is Deactivated
What Deactivation Does
Makes the account and all of its enrollments inactive
Turns off Auto-Billing and Auto-Pay
Removes all of the account's Enrollees from their Classes and Programs
Hides the account from your lists unless you choose to show inactive accounts
What Deactivation Doesn't Change
The account balance stays the same
The account's data isn't permanently removed
You can still search for and view the account
You can still print the account's receipts and statements
What Account Holders Can Still Do
Sign in to their account with their email address and password
View past billing and print transaction statements
Enroll or re-enroll in Programs and Classes that are open for enrollment
How to Find Inactive Accounts
Inactive accounts are hidden by default. To show them, turn on the Inactive switch on any of these pages:
Enrollees > Table > Accounts tab
Enrollees > Activity
Enrollees > Documents
For more ways to find inactive accounts, see How to Search & Find Active and Inactive Accounts.
How to Reactivate an Account
Open the inactive customer's Account page
Scroll to the bottom of the page
Click the green Activate button
How to Delete an Account
Admins can't delete accounts in Enrollsy. Deleting an account is permanent and removes all of its information, including the account details, Enrollees, and enrollments.
Before you request a deletion, download anything you need to keep:
Transactions, for your financial records. See Exporting Accounts and Transactions to a Spreadsheet.
Account information
Documents
To request a deletion, contact Enrollsy support through the chat button in Enrollsy and include:
The email address on the account you want deleted
Any other details that will help us find the right account