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Enroll Form & Enrollment

Learn how to customize the enroll form and manage enrollments

2 authors97 articles

General Overview

Overview of the enroll form and how it works

About the Enroll FormWhat Enrollsy's enroll/enrollment form is and the fields included
Key Differences in a Customer Enrollment and an Admin User EnrollmentLearn how enrollment differs if a Customer enrolls versus an Admin user
How to Customize the Enroll FormLearn about form elements, field settings, and formatting to tailor your enrollment form to meet your company needs
How Real-Time Reservation WorksLearn how spots can be reserved in real time during Enrollment
How to View and Print an Enroll FormLearn the various ways to view or print Enroll Form questions
How to Stop EnrollmentsLearn how to end enrollments for one or more Classes or Programs
How Someone Can Enroll at No CostLearn three ways to have a zero-cost enrollment
How to Add Enrollsy to a Webflow SiteLooking for the easiest way to take enrollments and manage the back office with a Webflow website? Look no further.
About the Pop-Up Map on the Enroll FormLearn how Enrollsy helps Customers identify locations
How to Hide a Class or Program on the Enroll FormHow to stop enrollments for one or more Classes or Programs
How to Bypass the Payment Section on the Enroll Form as an Admin UserNeed to enroll someone and not charge them? Here's how
How to Edit Customer Account Password SettingsDecide if you want Customers to set up a password at enrollment
How to Show/Hide Enroll Form Fields in the Admin PortalEasily view or hide fields that are marked as hidden or not visible
How to Set Up Optional Payment at EnrollmentNeed another payment option at enrollment? We have you covered!
How to Track MarketingLearn the steps to add a redirect URL page to track marketing clicks

Customize Enroll Form

Learn how to customize the registration form

Browse Feature

The Browse feature allows customers to "browse" through all public Programs

About the Browse Feature for ProgramsLearn all about this exciting feature that shows your Customers all the information they need to know about your Programs before enrolling!
How to Add or Edit the Browse FeatureHere's how to modify your Program Browse Page
How to Publish/Unpublish Program BrowseLearn how to make the Browse page visible to customers
How to View Class Spaces Remaining on the Browse PageSee how much capacity you have in your Classes in real-time
How to Create and Send or Use a Pre-Filtered Browse LinkYou can control which filters are set when someone clicks a button on your site or a link in an email, text, or social media post.
How to Add the Browse Feature to your WebsiteAllow Customers to browse your Programs and Classes before enrolling
How to Embed the Browse Page on a WebsiteControl over the Browse page when using embed code for a button or text link
How to Edit the Map on Program BrowseNeed to add or delete the Location map on your Program Browse page? Here's how!
How to Add Images to Program BrowseFollow these steps to add a photo to your Programs
How to Add an Image to ClassesLearn how to include Class images on the Browse page
How to Add Private Programs to the Browse PagePrivate programs can be viewable on the Browse page via a setting without capacities or the enroll button
How to Hide Cost on the Browse PageHide pricing on Programs and Classes from customers on the Browse page

Testing & Sending the Enroll Form

How to test the enroll form and send out the links

How to Test the Enroll FormLearn three ways to test your enrollment form before sending it out
Do This BEFORE Sending an Enrollment LinkYou will need to have a Location, Enrollment Periods, and a completed Program before you can send out the Enroll Form
How to Send Out the Enroll FormWays to deliver your Enroll Form to your Customers via links
How to Embed the Enroll Form to your WebsiteSee how the Enrollsy Enroll Form embeds into your website
How to Add a Customer Login to your WebsiteEasily add a button or text link for your customers to sign in to Enrollsy
Where to Find Enroll & Account LinksIt's easy to copy links for the Enroll Form and Customer Account page
How to Send a Customized Enroll Link`Use Enrollsy's Enroll Link Builder to customize your own Enrollment link!
How to Generate a Private Program Enroll LinkIf you need a Program to be accessed only with a link, here's how you make that Program private
How to Send a QR Code for EnrollmentLet people scan a QR Code from a letter or an advertisement to access the Enroll Form
Public vs. Private Enrollment LinksLearn the difference between public and private enrollment links and how to change a program from private to public.
Test Pricing on Enroll FormEnsure your pricing is set up correctly by completing a test enrollment
Test Making PaymentsMake Payments within the Customer Portal
Download a Transaction ReportPractice downloading a Transaction Report to ensure pricing is configured correctly
Test Accessing Customer ReportsLearn how your Customers will find and print reports

Assigning & Moving Enrollees

Instructions on how admin users can re-assign or enroll enrollees

How to Automatically Assign Enrollees to a ClassPrograms with one Class can have enrollments assigned automatically
How to Assign or Reassign an Enrollee on the Classes PageUse the Unassigned area to easily add or remove Enrollees to and from Classes or Programs
How to Enroll Someone as an AdminAdmins can easily enroll a person into a Program who does not already have an Enrollsy account
How to Re-enroll an Enrollee and Keep the Current Enrollment HistoryHow to move Enrollees to a new Enrollment Period and/or Program
How to Move an Enrollee to a Different DayLearn how to add and remove Enrollees within a Days per Week Class
How to View & Assign Unassigned Enrollees (Not in a Class)Learn how to view, add, remove, assign, and re-enroll Enrollees who are not assigned to a Class
How to Delete or Deactivate Multiple Enrollees from a ClassHow to use the reassign and remove buttons to deactivate or delete multiple Enrollments at one time
How to Use the "Add" Button in the Unassigned SectionLearn how to add Enrollees to the Unassigned List on the Classes page
How to Move an Enrollee in a Shared ClassLearn now to reassign Enrollees who are in a shared Class
How to Edit Enrollments on the Enrollee's PageEasily add or remove Enrollees to and from Classes or Programs on the Enrollee's Page
How to Move an Enrollee to Another Program/Class without Billing Them
How to Hide Past EnrollmentsLearn the various ways to hide past enrollments

Enrollment Periods

This is your "School Year" that contains all your Programs and Classes