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Editing Information on Enrollsy Subscription Account

How to make payments, view Transaction History, and update payment information in your Enrollsy subscription account

Written by Serena Edwards
Updated today

NOTE: If your company signed up with Enrollsy after 3/12/25, your account may not be within Enrollsy (and accessible to you). For questions about your subscription, billing, or account access, please contact us via chat or email support@enrollsy.com.

You have an Enrollsy admin user account to log into to use the application. You cannot manage your subscription with us from the app.

Sign in to the Enrollsy Subscription app from this URL: https://app.enrollsy.com/sign-in/enrollsy. NOTE: Your company has account holders who are the only ones who can log in to the Enrollsy billing account.

After signing in to your Enrollsy subscription account, follow these steps to change any account information or payment methods.

Change Account Information

If you need to edit any information in your Enrollsy billing account, follow these steps.

Step 1 - Sign In

First, sign in to the Enrollsy Customer Portal using this URL: https://app.enrollsy.com/sign-in/enrollsy.

Step 2 - My Account Page

After logging in, in the top right corner, you'll see a menu. Click on the menu to access the My Account page.

On this page, you can update the following information:

  • Account Holder and/or Implementation Lead's name

  • Account Holder and/or Implementation Lead's email address

  • Account Holder and/or Implementation Lead's phone number(s)

  • Company street or mailing address

  • Company name

  • Company website

Step 3 - Save Information

Be sure to click "Save" at the top or bottom of the page to save any changes you make.

Top Save

Bottom Save

NOTE: If you need to update your bank or payment method, see this support article for steps.

Change Payment Method

Follow these steps to change your card or bank information:

Step 1 - Home/Payments Page

Click on the menu in the upper-right corner and click on the Home page.

Step 2 - Edit Payment Method

Underneath "Payment Methods," you will see if you have a bank account or debit/credit card on file. The last four digits of the account will show. To edit these, click the pencil icon to the right.

Step 3 - Delete Payment Method

If you need to replace the current payment method, you will need to delete the current payment method by clicking the trashcan icon beside that payment method.

Step 4 - Add New Payment Method

Add the new information by selecting "Set up new account" or "Set up new card."

ACH Payment (Electronic Check)

Click "Electronic Check (ACH)" and enter your name, bank routing number, and account number. Be sure to hit "Submit" to save the information.

Credit or Debit Card

Click "Credit/Debit Card" and enter your card number, name, expiration date, billing zip code, and CVV. Be sure to hit "Submit" to save the information.

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