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.
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 Give Feedback or Send Feature Requests for EnrollsyLearn how to share comments, suggestions, and feature requests with the Enrollsy team
- 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