When an Admin enrolls someone, they create an Account with that person's information. Also, when someone enrolls from your enrollment link, they create an Account.
It is possible for an Admin user to create an Account WITHOUT enrolling someone in a Program or Class. Admin users can enroll someone with very little information. The following is the only required information Admin users are required to enter on the Enroll Form:
Account Holder's first and last name
Account Holder's email address
Enrollee's first and last name
To complete this, be sure you are logged into Enrollsy as an Admin. Then follow the steps below:
Click on the Enroll button and then New Account. Fill in the information as you would on the Enroll Form.
Click either "Submit" or "Submit and Add Another."
If Enrollee is the Same as the Primary Account Holder
Once you create the Account, you can change an Enrollee to the Primary Account Holder with a checkbox on the Enrollee's page. This sets the name to match the Primary Account Holders.
NOTE: Only one Enrollee can be the Primary Account Holder.
After creating an Account, you can always add more information (phone numbers, addresses, etc.). The Account Holder can also add or edit their Account information in the Customer Portal/Enrollsy app.

