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.
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.
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)
How to Delete a Location
If you have created a Location and need to delete it, you will have to have access to the Location to delete it. That means that on your Admin profile, that Location is listed under "Role & Assignments," like this:
NOTE: If you DO NOT have access to the Location, you can have another Admin user who does have access delete the Location. If no Admin users have access, contact Enrollsy via chat, and we can delete it for you.
IMPORTANT NOTE
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:
Follow these steps to delete a Location you have access to:
Step 1 - Select Location
Click on the currently selected Location/your email address on the upper right-hand side of the screen. A window will appear.
Step 2 - Archive Location
Click the cog icon on the right of the Location you are editing. Then click the archive icon to FIRST archive the Location.
Step 3 - Delete Location
Once the Location is archived, click the cog icon again, then select the trashcan icon to delete the Location.
NOTE: If you make a mistake when archiving a Location, click the "Unarchive" button BEFORE deleting the Location. Once you delete the Location, it cannot be undeleted, so be sure you want to delete that Location.
How to Publish a Location
You will need to make sure the Location is published before people can enroll. To do this, click on the cog icon and then the eye icon. If the eye is open, the Location is published.
To unpublish a Location, click the eye icon again. If the eye is crossed out, it means the Location is Unpublished.
