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.
Enroll Form Messages
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:
Account Info
Enrollee Info
Program Selection
Payment Info
Confirmation
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:
Step 1 - Add Message
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.
NOTE: Any message added here will be formatted as a paragraph with an info icon. There is no way to custom format this message at this time. Here is an example of what a message will look like on the Enroll Form:
Step 2 - Save Message
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.
Step 3 - Edit Message
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.
Customer Portal Payment Messages
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.
Option 1 - Payments (Home) Page:
Step 1 - My Company Page
Head to the My Company page. Click on Portals in the left-hand menu.
Step 2 - Add Payment Message
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:
Option 2 - Add "Make a Payment" Message
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:
If you need to learn how to add Program Instructions, see this support article.