Enrollsy

A complete guide to updating Program Options, dates, pricing, payment plans, and Enroll Form settings — for a single Program or in bulk — plus how to safely archive or…

How to Edit a Program

Hide older Programs from your active workflow while preserving every record — here's how archiving works and how to reverse it

How to Archive and Unarchive Programs

Upload meeting links, videos, documents, images, and web links so Enrollees can access everything they need from the Customer Portal

Add Content to a Program: Share Zoom, YouTube, Vimeo & Documents with Enrollees

Update Class names, Instructors, dates, capacity, schedules, and selection lists — or remove a Class entirely — in a few clicks

How to Edit, Reschedule, or Delete a Class

Combine two or more Classes into one — and bring all Enrollees with you — using this manual workflow

How to Merge or Combine Classes

Learn how to manage enrollment dates, age restrictions, prerequisites, coupons, custom fields, and required documents at the Program level

Customizing Enroll Form Settings on a Program

Learn how to archive and hide specific Program Options from your admin editor while completely preserving your historical enrollment data

Hiding Program Options in the Admin Portal

Serena Edwards

How to edit existing programs and classes

Editing Programs & Classes

Enrollsy.com

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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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