Each account has a name, a unique email address and, optionally, an ID. Every account belongs to a Primary Account Holder, who is responsible for payment. You can find an account using:
The search bar
The Enrollees page
The Invoices page
Find an Account — Search Bar
The search bar at the top of Enrollsy is the fastest way to find an account. It shows both active and inactive accounts. You can search by:
The enrollee's first or last name
The Primary or Secondary Account Holder's first or last name
The Primary or Secondary Account Holder's email address
The Primary or Secondary Account Holder's phone number (without spaces)
Depending on what you search for, the results show the names and photos of the Primary Account Holder, the Secondary Account Holder and the enrollees. Click a result to open that customer's Billing page.
Inactive accounts are labeled Inactive in the search results.
Find an Account — Enrollees Page
Click Enrollees in the left menu
Click the account holder's name to open their Billing page, or click the enrollee's name to open their profile page
The Enrollees page may have a different name in your account, such as Students.
At the top of the Enrollees page, you'll see the total enrollments, accounts and enrollees for the selected location and enrollment period. You'll also see totals for all enrollment periods in that location. In the example below, the Open Enrollments period in the Alpine location shows:
147 enrollments
125 active accounts out of 151 for all enrollment periods in that location
125 active enrollees out of 152 for all enrollment periods in that location
To see inactive accounts, turn on the Inactive toggle in the upper-right corner.
To see accounts or enrollees without any enrollments, click Accounts/Enrollees with no Enrollments. This link appears on both the Accounts and Enrollees pages.
Find an Account — Invoices Page
Click Invoices in the left menu
Click the account holder's name to open their Billing page, or click the enrollee's name to open their profile page
Open the Account Holder Page
From the Billing page or an enrollee's profile page, click the Account tab at the top. This opens the page with the Primary and Secondary Account Holder's information.
Find Accounts That Aren't Showing
The totals for all enrollment periods include every account and enrollee in the location and show up as the smaller number. If those totals don't match the accounts you see as active, inactive or with no enrollments, use one of these options to find the missing accounts:
Accounts Export — On the Reports page, run the Accounts Export report to download all active and inactive accounts as a CSV file. If this report isn't turned on for your company, message us through the chat to have it turned on
People page — The Active column shows a checkmark for each active account. The People page is a beta feature
Reactivate an Inactive Account
When an account is inactive, the customer's Billing page shows Account Not Active.
To reactivate the account:
Click the Account tab in the customer's account
Scroll down and click Activate Account
