Testing your Enroll Form before launch ensures your Customers have a seamless experience from start to finish. This guide walks you through a seven-step prerequisite checklist, five proven testing methods, and a post-test verification checklist — everything you need to confidently go live.
Before You Test
Follow the seven steps below before sending out an Enrollment link:
Step 1 - Publish Location(s)
Your Enroll Form needs at least one active, published Location before it can be shared. See How to edit a Location and How to Add, Publish, and Edit a Location for details.
Step 2 - Publish Enrollment Period(s)
Publish at least one active Enrollment Period using the same steps as Locations. Tip: click the gear icon next to the Enrollment Period and then the eye icon to publish it. See About Enrollment Periods for full details.
Step 3 - Create a Program In The Enrollment Period
You'll need at least one fully configured Program inside your Enrollment Period. Because Program setup is a topic of its own, see How to Create a Program for a complete walkthrough. Before testing, confirm that your Program is configured to deliver the exact enrollment experience you want — including pricing, payment plans, e-signature documents, required forms, and Terms & Conditions.
NOTE: Programs have an optional "hide from Enroll Form" date. If that date is set to today (or any past date) within an active Enrollment Period, the Program will not appear on the Enroll Form during testing.
There is an option to hide a Program from the Enroll Form on a specified date. If you entered a date of today or before the Enrollment end date, there won't be any Programs available to enroll in.
You will also see "Not Visible" in red on the Programs page if the Enrollment end date is in the past:
Step 4 - Add a Class with a Capacity
If you have the Enforce enrollment capacities setting on (My Company > Enroll Form settings), you will also need at least one Class with a set capacity for each Program you create.
Additional support articles: How to Create & Duplicate a Class and How to Edit a Class.
Step 5 - Activate Merchant Account (If applicable)
If you'll be collecting ACH or debit/credit card payments at enrollment, your merchant account must be activated by the Enrollsy team before testing. If you're unsure whether your merchant account(s) are active, contact us via the chat bubble in your Enrollsy admin panel.
Step 6 - Activate Documents (If applicable)
Do you need E-signature Documents, Required Documents, or Program Forms? If yes, have they been attached to the right Program(s)?
If you are using Enrollsy for E-Signatures, you will need us to activate your E-Sign module. Contact us via the chat bubble within the Enrollsy admin platform.
Step 7 - Set Up Welcome Messages & Terms
Create your Welcome Message and Terms & Conditions in advance. If they vary between Programs, be sure to attach the correct version to each Program before testing the Enroll Form.
Important: If Your Company Is Still in Test Mode
If your company has not yet been set live (meaning payments cannot yet be processed), the methods below are the only ways to test the Enroll Form. Test mode provides a test payment method so you can complete the payment section. Once a company is set live, it cannot return to test mode.
Five Ways to Test the Enroll Form
Before you send out your Enroll Form, you'll want to confirm it behaves exactly as a Customer would experience it. Use the comparison table below to pick the testing method that fits your situation.
💡 Tip: Always test the Enroll Form in an incognito or private browser window. This ensures you're not signed in as an Admin and accurately replicates the Customer experience.
Method | Best For | Requires Live Account? | Captures Real Payment? |
Enroll Link as a Customer | Full end-to-end test | No (use fake card or coupon) | Optional |
Coupon Code | Avoiding real charges | No | No |
Fake Customer Account | Seeing the true Customer view | No | Optional |
Signed in as an Admin | Fast skip-through test | Yes (admin) | No |
Preview Button | Quick form-question check | Yes (admin) | No |
Method 1: Test Via the Enroll Link (as a Customer)
Open the Enroll Form using one of the three link types below, then complete it exactly as a new Customer would.
General Enroll Link - The general Enroll Link (found on the My Company page):
Program Enroll Link - The Program Enroll Link on the Programs page or Classes page:
Programs Page Program Enrollment Link
Classes Page Program Enrollment Link
Private Enroll Link - The private Enroll Link, either on the Programs page or Classes page:
Programs Page Private Link
Classes Page Private Link
Note: When you're signed out and enrolling as a Customer, the Enroll Form will request payment information if your Program is configured to collect a payment. You have two ways to get past the payment screen during testing:
Recommended: Apply a 100%-off coupon code so no real charge is processed (see Method 2 below).
Alternative: Enter a test credit card number from any publicly available test-card generator. You will not be able to complete enrollment with a test card, but you can verify that the payment screen renders correctly.
Method 2: Test with a Coupon Code
Coupon codes are the cleanest way to test without incurring real charges. Create a 100%-off coupon that covers the registration fee plus any recurring fees, apply it during checkout, then deactivate the coupon when testing is complete. Follow these steps:
Generate a Coupon Code that discounts all chargeable items, including the registration fee and any other associated costs. See How to Create Discounts & Coupon Codes for more information.
Apply the newly created Coupon Code during the test signup process to simulate a payment-free enrollment.
After completing your tests, delete or deactivate the Coupon Code to prevent unintentional use by actual customers.
Complete the Enroll Form, as though you were a Customer. Once you get to section three of the Enroll Form and make Program selections, you should see the pricing you have configured. Verify that all field options such as dropdowns and file uploads are functioning as expected.
Upon completion, you will see the "My Account" button on the Enrollment Confirmation page. Go ahead and login to your test enrollment customer account. Click around to get familiar with this account. This testing ensures you experience the tools available to customers and helps validate account features.
Method 3: Test from a Fake Customer Account
To experience the Enroll Form exactly as a Customer would, create a test Customer account. See How an Admin Can Create Their Own Instructor and/or Customer Account for instructions.
Then access the Enroll Form through the general Enroll Link — or the private Enroll Link, if the Program is private. Be sure to use an incognito window or sign out of Enrollsy completely before testing so you're not authenticated as an admin.
Method 4: Test while Signed In as an Admin
Sign in to your Enrollsy admin account and click Enroll in the left menu. Walk through the Enroll Form questions as you normally would.
Keep in mind that the Admin view of the Enroll Form differs from the Customer view in several ways. As an Admin, you can:
Skip most fields except the default required ones (Primary Account Holder's first name and email, Enrollee's first and last name)
Override age restrictions
View unpublished Enrollment Periods
Check or uncheck required pricing options and skip the payment section (see How to Skip Payment on the Enroll Form below)
Override forced auto-pay
Things that won't work the same as a Customer:
Coupon codes won't apply unless you go through the payment section
You cannot view the Terms and Conditions
How to Skip Payment on the Enroll Form
If you're using Payment Plans, uncheck every box in the Payment Plan and Pricing sections so the totals zero out. This lets you skip the payment step entirely while testing as an Admin.
Method 5: Test with the Preview Button
On the Enroll Form page, click the floating blue Preview button on the right side. This loads a preview of your form questions in a new window so you can quickly check field labels, ordering, and Program Form content without leaving the admin panel. Note: Preview mode does not allow you to complete an enrollment.
Important Notes About the Preview Button
Preview only renders the Enroll Form questions — it does not show the Location, Enrollment Period, or Program selection screens. To preview those, use Methods 1–4 above.
Preview displays the first Program Form by default. To preview a different one, refresh the page and select the desired Program Form before clicking Preview again.
If you edit any field, refresh the page and click Preview again to see your changes.
If you edit a Program Form, refresh the page, reselect the Program Form, and click Preview again.
After You Test: Verify the Payment in the Customer Portal
Once you've completed a test enrollment, log into the Customer Portal you were directed to. From the Home Page tab, click Make Payment and complete a small test transaction. Then return to your Admin Account, search for the test family using the top search bar, and confirm that the payment posted correctly.
Before going live, complete this cleanup:
Delete or deactivate any test coupon codes
Delete your fake test Customer account
Refund or void the test payment in your merchant dashboard (if one was processed)
Re-confirm that all real Programs and Enrollment Periods are still published
Customer Portal Home Page — use the Make Payment button to submit a test transaction.