How to Add Messages & Instructions to the Enroll Form or Customer Portal

If you notice many of your Enrollees are struggling with a specific part of the Billing Process, there are several places to write your instructions throughout the Enrollsy Platform. Here are a few available info boxes to keep in mind.

These messages should be concise, simple instructions, descriptions, or announcements since they show up on the Enroll Form in one or more of the following sections:

Each section has an info box option that can be configured within the Enroll Form settings.

Here's how to add or edit a message on the Enroll Form:

Access your Enrollment Form by going to My Company > Forms > Enroll Form. Under the desired section, click on the plus sign beside "Message (optional)" and type your message. NOTE: These Enroll Form messages cannot be formatted.

After adding your message, click the green checkmark to the far left to save. A green notification will pop up saying your message has been successfully saved.

To edit an existing message, click on the message and edit. Be sure to SAVE the message by clicking on the tiny green checkmark right!

You can also add Program Instructions that will show on the Enroll Form under the Program Selection. Click here for steps on how to create Program Instructions.

If your Customers are not on Auto-Pay and have current Invoices on their account, they will need to log in to their Customer Portal to make payments. The first page they will land on after logging in is the Payments Home Page.

Head to the My Company page. Click on Portals in the left-hand menu.

Under the "Payment (Home) page," you can add a message or instructions that will show up on the Home page of the Customer portal, which is the page where Customers can view and pay their bills.

Here is how that message will look in the Customer Portal on the Payments/Home page:

Under the "Payment (Home) page > 'Make a Payment' window," you can add a message or instructions that will show up when the Customer clicks "Make a Payment" on the Home page in the Customer Portal.

Here is how that message will look in the Customer Portal:

Enrollsy provides multiple places to enter instructions for your Programs. There are two places to find Program Instructions: My Company page or the Program editor. The Program Instructions will appear for all Programs on the Enroll Form, showing up below the Program selection.

Instructions for ALL Programs can be found on the My Company page > Enroll Form settings.

Any message written here is a default message that will appear for all Programs on the Enroll Form (Customer view):

You can override the overall Program Instructions with instructions that apply to a specific Program. These instructions can be found in the Program Editor of any Program.

To edit or delete this text, go to the Programs page, and click on the pencil icon of the Program. Scroll down to the "Enroll Form" section.

Any instructions written in this area will OVERRIDE the default overall Program Instructions:

The specific Program instructions show up in the same place as the overall Program instructions on the Enroll Form.