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How to Enroll as a Customer

An overview of how to enroll and/or re-enroll a student in the Enrollsy Enroll Form.

Written by Serena Edwards

If you already have an Enrollsy account, you can log into the Customer Portal and directly access the Enroll Form from there. However, this can only happen if the Enroll button is visible. If you don't already have an Enrollsy account, the Enroll button is hidden in the Customer Portal, or the Class you are enrolling in is private, your organization will need to send you a link to enroll.

How to Enroll as a New Customer

Follow these steps to enroll as a new customer (meaning, you don't have an account already).

Step 1 - Enroll Form

Use the provided enroll form link the organization you are enrolling in has provided. If you begin the enrollment process using an email address, but do not complete the enrollment to create an account, the system will recognize that email.

When you try to enroll again using the same email address on the same browser, the form will be auto-filled. If you use a different browser or device, the system will still recognize the email and a pop-up will come up that you can click "Email me a link."

Check your email from notifications@enrollsy.com (subject line: Resume Your Enrollment). Click the button "Resume Enrollment" to pick up where you left off on the enroll form.

If you would rather use a different email, click "Use a different email." The email address will be removed so you can enter another email. If you use the same email that you have used previously, you will get the same pop-up until you click "Email me a link" to continue enrollment.

Step 2 - Select Programs and Classes

Step through the form, and make your selections.

Step 3 - Payment and Confirm

Proceed through the rest of the Enroll Form and pay for your chosen Program.

How to Enroll with an Existing Enrollsy Account

Follow these steps to enroll if you already have an account in Enrollsy.

Step 1- Log In

Click on the Enroll link or button and enter your email address. If the email address matches the one on file, you will be directed to the login page. After logging in, you will be re-directed to the Enroll Form. If you have issues logging in, see this article for troubleshooting steps.

Step 2 - Enroll Form

The Enroll Form will pre-populate with all your known information. If needed, you can update or change any information on the form. Step through the form, and make your selections.

Step 3: Payment

Proceed through the rest of the Enroll Form and pay for your chosen Program.

Enrollment is important to ensure accurate records and avoid enrolling someone who is already enrolled. Make sure to pay attention to the enrollment process and follow the steps mentioned above.

How to Enroll on a Waitlist

If you already have an Enrollsy account, you can log into the Customer Portal and directly access the Enroll Form from there. However, this can only happen if the Enroll button is visible. If you don't already have an Enrollsy account, the Enroll button is hidden in the Customer Portal, or the Class you are enrolling in is private, your organization will need to send you a link to enroll.

Follow these steps to enroll in a Waitlist.

Step 1- Log In

Click on the Enroll link or button and enter your email address. If the email address matches the one on file, you will be directed to the login page. After logging in, you will be re-directed to the Enroll Form. If you have issues logging in, see this article for troubleshooting steps.

Step 2 - Enroll Form

The Enroll Form will pre-populate with all your known information. If needed, you can update or change any information on the form. Step through the form and fill in your information.

Step 3 - Waitlist Selection

Under Program Selection, choose the Location and Enrollment Period. You will see one of the following:

1- Click Here to Enter Waitlist

A sentence that says, "If a desired selection is FULL, click here to enter a waitlist." Select "Click here."

In the side window that opens, choose either a Program waitlist or a Class waitlist (this depends on how the company has its waitlists set up). If it's a Program-level waitlist, you will see that option once you choose the Program.

Program-Level Waitlist

If it's a Class-level waitlist, you will be able to choose the specific class.

Class-Level Waitlist

Once you make the waitlist selection, you can go to the next step in the enrollment process (or add another Enrollee, if that is an option).

2- A Message with a Link

You may also see a message with a link to an external Waitlist in the text. Click on that link to join the waitlist.

Here is an example of what an external waitlist might look like:

If you choose the external waitlist option AND have no other enrollments, you don't have to continue in the Enroll Form. However, if you do have other enrollments, please continue to Step 4/Step 5.

Step 3 - Delete Program Selection

If you accidentally chose an actual Program selection instead of the waitlist, you can delete that selection by clicking the trashcan icon in the corner of the enrollment card.

Step 4 - Continue to Payment Section

Proceed through the rest of the Enroll Form and pay for your chosen Program. Be sure to click "Pay & Submit" to submit the form.

How to Re-Enroll

As an Account Holder who already has someone enrolled, you often want to enroll them again in another Program. This can easily be done from within the Customer Portal by following these steps:

Step 1 - Enroll Page

Go to the Enroll page within the Customer Portal.

NOTE: If the "Enroll" button is not visible, the company has chosen not to make it visible. In this case, you will need the enroll link from the company. Copy and paste that link into a browser, and then follow Steps 2-3 below.

Step 2 - Update/Verify Info

Verify and update any information on the Account and Enrollee, and go through the next steps until you are on the Program selection; choose the Program you want to enroll in.

Step 3: Payment

Proceed through the rest of the Enroll Form and pay for your chosen Program. Be sure to click "Pay & Submit" to submit the form.

Enrollment and re-enrollment is important to ensure accurate records and avoid enrolling someone who is already enrolled. Make sure to pay attention to the enrollment process and follow the steps mentioned above.

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