Enrollsy

Step-by-step guide to adding, publishing, editing, and deleting Locations, plus how Locations affect the Admin Portal

How to Add, Publish, and Edit Locations

Discover Enrollsy's most common words, nuances, caveats, and shortcomings (every software has 'em)!

Enrollsy's Lingo and Common "Gotchas"

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

How the Enrollsy Enrollment Flow Works (Admin Guide)

Need step-by-step instructions on how to do something in Enrollsy? See these interactive guides!

Admin Portal Interactive Guides

Learn how to use Enrollsy's built-in Accessibility menu to adjust visuals, reading aids, and navigation

Does Enrollsy Have Accessibility Features?

Serena Edwards

Get oriented to Enrollsy lingo and setups

Orientation

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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