Getting Started
Initial setup guide for new Admin users
By Serena and 1 other2 authors74 articles
Merchant Account Set Up
How to set up merchant accounts to receive payments
About EnrollsyPayLearn how we can help you offer credit card/ACH payments
EnrollsyPay Processing FeesHere's the current processing fees for Credit Card and ACH Payments
How to Apply for an EnrollsyPay Credit Card AccountHere's how to apply for a credit card merchant account
How to Apply for an EnrollsyPay ACH AccountHere's how to apply for an ACH (electronic check) merchant account
Merchant FeesReview fees associated with an Enrollsy Credit Card and ACH accounts
The Underwriting ProcessLearn important information about your Merchant Account Applications
Complete Your Application(s)Follow these steps to complete your Merchant Account Applications
Your Merchant GatewaysEnsure you have access to your Merchant Account Portals
PCI ComplianceLearn how to complete your PCI Compliance Survey
Pass Through FeesAdd automatic processing fees to all transactions processed in Enrollsy
Orientation
Get oriented to Enrollsy lingo and setups
Learn Enrollsy LingoGet started by learning the words Enrollsy uses
How to Customize Enrollsy to Fit your CompanyCustomize colors, logo, and wording to fit your brand
Enrollsy's Lingo and Common "Gotchas"Discover Enrollsy's most common words, nuances, caveats, and shortcomings (every software has 'em)!
The Difference Between an Account and an EnrollmentLearn the meanings of these two very different Enrollsy terms
Cloud Software 101Learn more about how Enrollsy works from a technical perspective
Overview of the Enrollment ProcessLearn how the enrollment flow in Enrollsy works
Which Countries Does Enrollsy Support?Interested in knowing if you can use our software in a particular country?
How to Create a Website Privacy Policy & Terms and ConditionsLearn more about why you need a Privacy Policy
Customer Portal Training VideosHere's a library of videos to support your Customers
Admin Portal Interactive GuidesNeed step-by-step instructions on how to do something in Enrollsy? See these interactive guides!
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.
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 Take a ScreenshotLearn ways to take a screenshot on a computer and/or phone
How to Give Feedback about Enrollsy or Send Feature RequestsLearn how users can share comments & suggestions to the Enrollsy team
How to Use the Enrollsy Chat BoxLearn how the chat feature functions and best practices