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How to Hide or Edit Program Options

Learn how to change the options someone chooses when enrolling

Written by Serena Edwards
Updated this week

Program Options act as a series of choices that funnel the person enrolling down to a final choice. Think of them as the means of presenting all your possible options to the customer without completely overwhelming them.

Two pre-set Program Options come standard:

  1. Location - In case you have multiple locations.

  2. Enrollment Period - used to break enrollments into other types of segments.

  3. After these first two selections, the rest of the options are 100% customizable by you within the settings section of the Program page, including how many options you present. In the above example, the options added were a Program name and a Schedule.

Enroll form program options

The above terms can be customized and renamed under the My Company > "What Do You Call Things?"

Edit Program Options

Step 1 - Open the Programs tab in the My Company settings and click the setting "Manage Program Options."

manage program options in Enrollsy

Step 2 - Click on the blue pencil icon beside the Program Option to edit (or delete) the name. In this example, "Program Name" is the Program Option name.

edit program option name in Enrollsy

Step 3 - Click on the outlined pencil icon to edit or delete the individual names underneath the Program Option.

IMPORTANT: Make sure your Programs do not have the SAME Program Options (especially the same name)! If they do, one of the Programs may not show up on the Enroll Form (if one Program is public and the other is private).

edit program options in Enrollsy

Step 4 - The Program Options are listed in the order in which they will be presented to your customers (from left to right). Reorder them by using the six dots in the upper-left corner and dragging them into the correct order.

how to move program option elements in Enrollsy

Deleting Program Options

You can delete any Program Options by clicking the same pencil icon and then "Delete."

delete program options in Enrollsy

Reassign Program Options

When you delete a Program Option, a red caution icon will appear where that option once was.

When you see that caution icon, you have two choices:

  1. Reassign the Programs to the new/edited Program Option by clicking on the pencil icon beside the affected Program and filling in the option:

    reassign programs to new program option in Enrollsy

  2. Archive or delete the Programs that were affected by the deletion. To archive the Program, click the checkbox beside the Program you wish to archive and then the Archive button. The Program will then be moved under Archived.

    Archiving a Program in Enrollsy

Hide Program Options

You can also hide Program Options on the Admin portal. Follow these steps to hide Program Options:

Step 1 - Open the Programs tab in the My Company settings and click the setting "Manage Program Options."

manage program options in Enrollsy

Step 2 - Click on the blue pencil icon beside the Program Option to hide.

Step 3 - Turn on the switch beside "Hide" under the image upload, then click "Save." This will hide the Program Form on the admin page (and make it not visible in the Program editor). See Step 4 on how to view hidden Program Options.

Step 4 - To view all hidden Program Options, on the main Program Options window, turn the switch on beside "Show Hidden." All hidden Program Options will show up under whatever label with the crossed-out eye icon.

To unhide the Program Option, simply click the pencil icon and toggle off the "Hide" toggle and click "Save."

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