Getting Started
Initial setup guide for new Admin users
By Serena and 1 other2 authors27 articles
Implementation Guide
Guide to getting implemented to Enrollsy
- Implementation StepsComplete these 12 steps to successfully implement Enrollsy
- How to Create or Edit Terms and ConditionsSet up your Terms & Conditions, attach them to Programs, and review the required compliance agreements
- How to Create a Website Privacy Policy & Terms and ConditionsWhat every Enrollsy customer needs in their website's Privacy Policy and Terms & Conditions — and why
- My Company Setup Guide | EnrollsyConfigure your Enrollsy My Company page: branding, contact info, kiosk mode, and portal defaults — all in one guide
- Going Live ChecklistThis checklist covers the essentials of launching; work through each section before going live
- How to Create or Edit the Enrollment Welcome MessageCustomize the confirmation email Enrollees receive after they sign up for a Program or Waitlist.
- Where Customers See Your Terms and Conditions During EnrollmentLearn where Customers review and agree to your terms and where they can find them after enrolling
Merchant Account Set Up
How to set up merchant accounts to receive payments
- EnrollsyPay: Credit Card & ACH Payment ProcessingHow EnrollsyPay works, what it costs, how to apply, and how to read your statements
- How to Apply for an EnrollsyPay Merchant Account (ACH & Credit Card)A step-by-step guide to applying for ACH and credit card merchant accounts through EnrollsyPay
- How to Log Into Your Merchant GatewaysStep-by-step instructions for accessing Nuvei, Speedchex, Stripe, or CardPointe to manage your account and pull financial reports
Orientation
Get oriented to Enrollsy lingo and setups
- How to Add, Publish, and Edit LocationsStep-by-step guide to adding, publishing, editing, and deleting Locations, plus how Locations affect the Admin Portal
- Enrollsy's Lingo and Common "Gotchas"Discover Enrollsy's most common words, nuances, caveats, and shortcomings (every software has 'em)!
- How the Enrollsy Enrollment Flow Works (Admin Guide)A step-by-step walkthrough of the Enrollsy enrollment flow — from the customer's first click on the Enroll Form to payment, confirmation, and documents
- Admin Portal Interactive GuidesNeed step-by-step instructions on how to do something in Enrollsy? See these interactive guides!
- Does Enrollsy Have Accessibility Features?Learn how to use Enrollsy's built-in Accessibility menu to adjust visuals, reading aids, and navigation
Security
How Enrollsy works to keep your data secure
- Security Awareness TrainingEnrollsy empowers its employees with regular security awareness training.
- Endpoint ProtectionEnrollsy uses industry leading endpoint protection
- Identity and Authentication ManagementEnrollsy requires 2-Factor Authentication through the industry leader
- Data EncryptionEnrollsy encrypts data in transit and at rest.
- Web Application FirewallEnrollsy uses a web application firewall (WAF) to protect against common threats to security and availability
- Hosting and Other Security MeasuresLearn more about how Enrollsy's data is hosted and related security measures.
- Payments and SecurityEnrollsy offers a few options for taking payments. Each is secure and can be trusted by you and your Account Holders.
- Cloud Software 101Learn more about how Enrollsy works from a technical perspective
Get Help
How to get support when you need it
- How to Contact Enrollsy Customer SupportEnrollsy customers can contact Customer support via our Help Center, Chat Support and Email
- How to Use the Enrollsy Chat BoxLearn how the chat feature functions and best practices
- Fix Loading Issues, Frozen Buttons, or Display Problems in EnrollsyLearn when to refresh, clear your browser cache, or use a private window to fix common issues
- Fix "Error Loading Data" in Enrollsy