This guide walks you through configuring your Enrollsy My Company page, including company details, branding (white-labeling), kiosk mode, portal defaults, terminology, and self-enrollment settings. These settings can be found on the "My Company" page. But where IS the "My Company" page, you ask?
How to find the "My Company" Page
Click on the person icon in the upper-right corner, and then on My Company:
Off to the left, you'll see a window with all the subsections included in this step. Familiarize yourself with the following sections and fill in the necessary information.
Company Logo
At the top of this page, you will see your company name and logo. This logo appears in the admin portal, Instructor portal, Customer portal, the Enroll Form, E-signature emails (if applicable), and all automated emails. You can edit your logo by clicking the pencil icon. Use the highest quality logo you have (in JPG or PNG format).
NOTE: If you need your company logo changed on your E-signature Documents, please contact us via the chat bubble within the Enrollsy admin platform.
Places the Logo Appears to Customers
Your logo appears in several key places for your customers:
At the top of each customer portal page
At the top of your enroll form (or browse page)
In any emails that are sent to customers after enrollment
On the account sign-in page that customers use to access their portal
On any E-signature Documents sent after enrollment (if applicable)
Company Details
Underneath the logo is your company information. Here, you can edit the following information:
The name of the company
Custom URL
Contact information (email address, phone number, street address)
Website address
Tax ID number
If you want to edit your company name, you can contact Enrollsy via the chat button within the app. To edit your company contact information, scroll down to My Company.
Links
All the links you need (except private enroll links) are located here, including the following:
Account Sign-In - Customers need this link to sign in to their accounts on a browser
Account Password Reset - Give this link to customers who need to reset their account password
Enroll Form - This is your main/public Enroll Form link. All published Enrollment Periods and Programs (that are not private) will show up under this link.
Program Browse - This is the link to the Browse page which allows your Customers to "browse" through all of your public Programs in any published Enrollment Period. You can publish/unpublish this page right here as well.
Purchase Gift Card - Give this link to customers to purchase Gift Cards (if applicable)
Instructor Portal - Instructors/staff will need this link to sign in to their accounts on a browser
NOTE: Click on the link icon to copy.
Embed Enrollsy on your site - You can embed a button or link on your website that defaults to one of the following:
Enroll Form - Goes to your general Enroll Form; however, you can prefill Program selections.
Customer Sign-In page - Goes to the account sign-in page for your customers to log into their account.
Browse page - Add the Browse page where customers can browse through your Programs before deciding to enroll.
My Company (Company Information)
Under the My Company setting, you can edit the following information:
Company theme color (to match your logo/website). Find out more about this below.
Company contact information (email address, phone number, address, time zone)
Company website
Tax ID number
Enable the Kiosk feature here, allowing Instructors to clock in on the app.
Check a box to copy or blind copy an email address on all outgoing customer communication.
Customize Brand Colors (White Labeling your Enrollsy Account)
It's called "White Labeling," and it's one of Enrollsy's coolest features! We give you the control you need to make Enrollsy look and feel like an in-house software solution. This can make a big difference in how your brand is experienced by you, your employees, and your Customers.
To change your company's colors, follow these steps:
Step 1 - To change the primary color everywhere throughout the app, including on images, head over to My Company and scroll down to My Company settings.
Step 2- Click the teardrop icon to adjust the Company Theme Color. Changing this color will also change the primary color everywhere in the instructor and customer apps.
Step 3 - Choose from a ton of presets, or if you're like me and prefer to use hexadecimal, switch between selection methods and enter your value.
Step 4 - Last, you must scroll to the page's bottom and click Save.
If you are not seeing the new color immediately upon changing it, please refresh your page.
Contrast Ratio
One thing to remember is the contrast ratio. Be sure to select a color that is easy enough to see on white or black so that the app is comfortable to use for you and your Customers.
Example:
Color control is the first step that allows our clients to customize the app's look and feel. See a white-labeled enrollment form on a website with Enrollsy's custom embed code (Click the Enroll Now button at the top right).
Set Up Default Pages for Customer and Instructor Portals
Customer/Instructor Portal Default Pages
Under Portals, you can set the default page for the Customer and Instructor Portals, meaning that the first page they will go to when they sign in will be the one you set.
Instructor Portal
The default page will be the first page the instructors will see when they log into the Instructor Portal (app.enrollsy.com/instructors).
The following are the default page options for the Instructor Portal:
None - no default page
Classes - Classes page
Content - Class Content
Activities - Activities page
Check-In/Out - Check In/Out page
NOTE: Currently this feature is not working properly. The default page for the Instructor Portal is the Activities page.
Customer Portal
The following are the default page options in the Customer Portal:
None - no default page
Payments (Home) - Payments page
Transaction History - Account Balance
Activities - Activities page
Account - Contact information
Content - Class Content
Payment Messages
Under this setting, you can also include customized Payment messages on the Customer Portal Payments (Home) page and Make a Payment window.
The "Payments (Home)" messages will show up on the Home page below the Account Balance/Invoices and above the "Make Payment" and "Transaction History" buttons.
Payments (Home) Message
The "Make a Payment" message will show up on the window after the customer selects "Make Payment."
"Make a Payment" Message
Hide sections in the Customer Portal
You can also select the option to hide certain sections in the Customer Portal:
Hide the Enroll button - Enable this option to hide this button if you don't want customers to enroll when they want to.
Hide Payments section - Enable this option to hide the payments section if you don't want customers to NOT be able to make payments through the customer portal.
Hide Future Invoices - Enable this option if you don't want the customer's future invoices to be viewable in the customer portal.
Hide Paid Invoices - Enable this option if you don't want the customer's paid invoices to be viewable in the customer portal.
Customize Enrollsy Terminology (Enrollee, Instructor, Class, etc.)
Under this section, you can change what you call certain things within Enrollsy. Do you want to call "Enrollee," "Student," "Child," or another name? Besides "Enrollee," other entities that be changed include:
Enrollee
Instructor
Primary Account Holder
Secondary Account Holder
Location
Enrollment Period
Program
Class
To get familiar with Enrollsy's lingo, see this support article.
Companies can change these default words to better fit their company lingo. Here are some examples of words we see used most often:
The word Enrollee is a label that can be changed to Child, Student, Registrant, Player, Subscriber, Member, Traveler, etc.
The word Primary (or Secondary) Account Holder can be changed to Parent, Parent/Primary Guardian, etc.
The word Enrollment Period can be changed to School Year, Registration Period, etc.
The word Program is also a label and can be changed to Plan, Trip, Grade Level, Camp, etc.
The word Class can be changed to Session, Course, Schedule, Group, etc.
Enter the new label and click "Save Settings" to save the changes made.
Enroll Form
This is where you'll first begin to set up your Enroll Form and get some basics behind you. This section is where you can do the following:
Terms & Conditions
Customize and add additional Terms & Conditions.
Enrollment Welcome Messages
Customize and add additional Enrollment Welcome Messages that will be automatically emailed out to your Enrollees after they've enrolled. You can create as many of each of these as you need and then assign them to your Programs at a later stage.
Program Instructions
Add general Program instructions that apply to ALL Programs.
Redirect URL
Change the default URL (where Enrollees are redirected after enrollment). By default, everyone is directed to a page that has the location name, contact name, phone and email address. To edit this, copy and paste the website URL where you want all your customers to be directed after enrollment.
Allow Primary Account Holders to Enroll Themselves
Enable this if you allow Primary Account Holders to enroll themselves (Enrollees can also be Account Holders). You have the following options to choose from:
Default selection to 'Enroll Someone Else' - In the Enrollee Info part of the Enroll Form, the system will default to "Someone Else," but will give them a choice to enroll the Primary Account Holder or someone else.
Default selection to 'Enroll Self' - The system will default to the Primary Account Holder, but will give them a choice to enroll someone else.
'Enroll Self' first - The system will automatically enroll the Primary Account Holder as the Enrollee. If no fields are included in the Enrollee section, this section will be skipped on the Enroll Form if this selection is checked. If the Customer chooses to enroll another person after completing the first enrollment, they will be provided the option to enroll themselves (the Primary Account Holder) or someone else.
'Enroll Self' only - The system will automatically enroll the Primary Account Holder as the Enrollee, and they will only have the option to enroll themselves in another Class. There will be no option to enroll someone else.
'Enroll Someone Else' first - The system will not ask, but will direct you to enroll another person (other than the Primary Account Holder) in the Enrollee Info section.
NOTE: If you leave this box ("Allow 'enroll self'") unchecked, you will have to type in the name of the Enrollee (whether that is the Primary Account Holder or someone else). It will not give you any options.
Enforce enrollment capacities
Enable this if you want to prevent enrollment into Programs and Waitlists at full capacity. This setting also allows real-time reservation in the Enroll Form to prevent over-enrollment. See this support article to learn how real-time reservation works.
Important Notes About Enforcing Enrollment Capacities
Important Notes About Enforcing Enrollment Capacities
High-Demand Enrollments
If you have high-demand enrollment (meaning you have a lot of people enrolling at the same time), we suggest reserving one to three fewer spots than your actual capacity during the initial enrollment period. This will allow for the accommodation of Enrollees who enrolled during peak demand.
The reason for the workaround is that our system is currently experiencing a bug that impacts high-demand enrollments. The complexity of this issue requires a more extensive solution than can be prioritized at this time. However, a comprehensive overhaul of the Enroll Form is planned.
Selection Became Full Message
If there are few spots available, customers may see the following message if other customers are holding those spots. Customers can either keep trying, or an admin user can enroll the customer manually.
Auto assign enrollments
Enable this to automatically assign new enrollments into a Class if the selected Program has only one Class.
Message for using an External Waitlist
Use your own waitlist, customize the waitlist message, and add a link to your external, custom waitlist. You must have the Admin user permission "Manage Enrollment Waitlist Messages" turned on first.
Hide Enroll Another button
Enable this if you want to hide the button that shows at the bottom of the Enroll Form that says "Enroll Another." This button allows customers to enroll another person without having to go back.
Account password settings
The password settings available are:
Force Password Creation: Force customers to create a password when enrolling for the first time
Optional Password Creation: Allow your customers to optionally create a password when enrolling for the first time
Hide Password Fields: Hide the password fields at the end of the Enroll Form
Payment Settings
Select which payment settings you would like to apply to all transactions through Enrollsy. These rules include the following:
Auto-pay settings:
Opt-In / Opt-Out - Allow customers to opt-in and to opt-out of auto-pay
Force Auto-Pay - Force auto-pay enrollment; customers cannot opt-out
Hide Auto-Pay - Hide auto-pay enrollment. Customers will not be able to opt in or opt out of auto-pay themselves.
Payment Fees - You can pass on taxes and/or fees to the customer. These fees can be changed on a customer account level as well. NOTE: If the Payment Fees section doe not appear, that means you don't have a Charge Item set up as a card processing fee. See this link above to set that up.
Location Information
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.