IMPORTANT!
Locations are NOT FREE! Our pricing is on a per-Location basis.
If you have questions about what constitutes a Location or feel your set-up should be considered an exception, please get in touch with us through the chat before adding or removing Locations.
A Location is the physical Location of your Program. Any address entered under a Location should be the physical address of where Enrollees will attend Class. If you don't have a physical address or are an online Program, you can leave the address fields blank.
However, contact name and email address must be filled in on each Location. This can be a generic name and company email, such as "ABC Company Staff" and "info@abccompany.com."
Single Location
If you have a single Location, you need to know the following:
The Location name will be shown in the top right when you are signed in as an Admin user
The Location will be auto-selected for the Customer at enrollment
If an address is entered, a map will show on the Enroll Form
If an address is entered, it will show on the default redirect page (see below)
Multiple Locations
If you have multiple Locations, you need to know the following:
The first Location name will be shown in the top right when you are signed in as an Admin user and can affect what you see on the page (see the pages the Location affects below).
The first thing a Customer is presented with on the Enroll Form is your Location. This feature allows you to keep information for different Locations separate and organized.
The Customer will need to choose the Location at enrollment
If an address is entered, a map will show on the Enroll Form for that Location
If an address is entered, the Location will show on the default redirect page (see below)
Locations in the Admin Portal
The Location you have selected at the top of the Admin portal may or may not affect the information you see on the page.
If you have more than one Location, being in a certain Location will NOT affect the search bar at the top of any page in Enrollsy. You will know what Location you are currently in by the Location that is visible at the top right of the Enrollsy app:
Here are the pages that Location selection DOES NOT affect:
The Submissions page (Leads/Gift Cards)
The Programs Tab (within the Classes page or My Company page) - Check out this support article for why the Program page appears under multiple Locations.
The Memberships page (if unlocked)
The People page (if unlocked)
The Deposits page
If you are on one of the following pages, what shows up on the page will depend on which Location you are currently in:
The Ratios page (if unlocked) - The ratios that show for Classes will be dependent on the Location selected (Dashboard > Ratios).
Reports page - All the Report results will depend on which Location you are in. These include A/R Aging, A/R Payments, Transactions, Charge/Discount Items, Activities, and Check In/Check Out Reports.
Enrollees page - The only Enrollees who will show up are those enrolled in Programs at the Location you are in.
Classes page - Only the Classes in the Location you are in will show up
Invoices page - Only current, paid, and future Invoices will show up depending on the Location you are in
The Content page - Only content added to Programs in specific Locations will show up on this page (Classes > Content).
NOTE: Pay attention to which Location you select moving forward to ensure you are in the correct Location for what you are viewing or editing.
To switch to another Location or All Locations, simply click on your Location at the top and select another Location.
