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How to Add or Edit Locations

Enrollsy makes it easy to add a new Location to your current setup

Written by Serena Edwards
Updated today

NOTE: 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.

How to Add a Location

If you have permission to add a new Location, follow these steps:

Step 1 - Open Location

Click on either "New Location" or the currently selected Location on the upper right-hand side of the screen. A window will appear. Click the plus button and fill in the following information:

  • Location Name

  • Country

  • Time Zone

  • Address and Contact information

  • Contact Name

  • Contact Email

Step 2 - Assign a User

Choose which Admin users have access to which Locations. Read How to Add Other Admin Users to learn how to create Admins.

NOTE: To learn how to create Admins, read How to add other Admin Users.

Step 3 - Select Payment Methods

Decide which merchant account you would like available for each Location (you’ll only see one option if your payments are deposited into one bank account, regardless of Location).

For help setting up merchant accounts, read About Merchant Accounts.

Step 4 - Publish Location

Next, click the gear icon to the right of each Location and select the eye icon to publish your Location. Doing this makes Programs and Classes in this Location open for enrollment. You are also able to Archive and Edit your Locations.

IMPORTANT NOTES ABOUT REMOVING A LOCATION

Removing Admin Users or Payment Accounts - Be careful when REMOVING Admin Users or Payment Accounts. When an Admin User is removed here, that User can no longer view that Location. When removing Payment Accounts, any Programs under that Location will no longer appear on the Enroll Form.

Removing Locations from Programs - Be careful about REMOVING any Locations from existing Programs! If you remove a Location from a Program and save it, then go back and add it back, any Classes (with no enrollments) will be deleted. If the Class has enrollments, you will see this page that allows you to re-enroll the Enrollees:

How to Edit a Location

Admin users can edit Location information as needed. Follow these steps.

Step 1 - Select Location to Edit

Click on the currently selected Location in the upper right-hand side of the screen. A window will appear.

Location name in Enrollsy

Step 2 - Open Settings

Click the cog icon on the right of the Location you are editing. Then click the pencil icon to edit that Location.

Edit location name in Enrollsy

Step 3 - Edit Information

You can edit the following information in the Location window:

  • Location Name

  • Country

  • Time Zone

  • Address and Contact information

  • Contact Name

  • Contact Email Address

  • Admin Users

  • Payment Account (if applicable)

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