An account is created automatically when you enroll someone or when someone enrolls through your enrollment link. You can also create an account without enrolling anyone in a Program or Class. This is useful when you want to add a customer before they choose a Program or Class.
Required Account Information
To create an account, you need:
The account holder's first and last name
The account holder's email address
The enrollee's first and last name
All other information is optional and can be added later.
Create a Customer Account
Sign in to Enrollsy as an Admin
Click Enroll > New Account
Enter the account holder's and enrollee's information
Click Submit to finish, or Submit and Add Another to create another account
Make the Enrollee the Primary Account Holder
If the enrollee and the account holder are the same person, you can make the enrollee the Primary Account Holder after you create the account. This updates the enrollee's name to match the Primary Account Holder's name.
Open the enrollee's page
Select the Use First/Last name of Primary Account Holder checkbox
NOTE: Only one enrollee per account can be the Primary Account Holder.
Add More Account Details
You can add more details to an account after you create it, such as:
Phone numbers
Addresses
Other contact information
Account holders can also add or edit their own account information in the Customer Portal or the Enrollsy app.