Gift Cards, Prepayments, & Memberships
Info on Gift Cards, Prepayments, and Memberships
By Serena1 author33 articles
Gifts Cards (Admin Portal)
How to manage gift cards from the admin portal
Gift Card FAQ for Admin UsersCheck out the most frequently asked questions about the Gift Card feature for Admins
What Gift Cards Can be Used ForLearn what Gift Cards can be redeemed for in Enrollsy
How an Admin can Create a Gift CardLearn how Admin Users can create Gift Cards for their Customers
How to Add a Gift Card Record to an AccountLearn how to add a Gift Card to a customer's account on the Billing page
How to Add a Gift Card Credit to an InvoiceHere's how to post Gift Cards to current and future Invoices
How to View Redeemed/Unredeemed Gift CardsLearn how Admin Users can view Gift Cards in Enrollsy
How to Invalidate/Restore a Gift CardFind out how to void and/or restore a Gift Card status
How to Resend the Gift Card EmailDid the recipient lose the Gift Card email? Admins can easily resend it.
What to Do If a Gift Card Recipient's Email Doesn't WorkLearn how to invalidate and re-create a Customer's Gift Card
Gift Cards (Customer Portal)
How gift cards work from the customer portal
Gift Card FAQ for CustomersCheck out the most frequently asked questions about the Gift Card feature for Customers/Account Holders
About Gift Cards (Customer Portal)Learn how Gift Cards are purchased and used to Enroll in a Program
Do I Need an Enrollsy Account to Buy a Gift Card?Learn what is needed (if anything) to purchase a Gift Card
How to Purchase a Gift Card as a CustomerAccount Holders can purchase gift cards using a link or in the Customer Portal
How to Use a Gift Card When EnrollingFind out how Gift Cards can be used upon enrollment
How to Redeem a Gift CardLearn how to use a Gift Card you received
Is a Created Gift Card Associated Only with the Email It is Sent To?Find out if a Gift Card can be used with a different email address
How to View a Gift Card BalanceGot a Gift Card? Find out how to view and use it!
How to Use Account Credits AND a Gift Card Balance at EnrollmentFind out how Credits and Gift Cards work when enrolling in a Program
What the Gift Card Email Looks LikeFind out what the Recipient sees after receiving a Gift Card
Prepayments
About prepayments and pre-registration
How to Set Up a Prepayment or Pre-RegistrationCustomers can pay in advance with the prepayment feature
How to Add a Prepayment to an AccountLearn how to add a Prepayment to a customer's account on the Billing page
How to Add a Prepayment to an InvoiceLearn how to post a Prepayment to a customer's current or future Invoice
Memberships
Information on creating, editing and publishing memberships
How to Create a MembershipLearn how to add one or more Memberships to your Enrollsy Enroll Form
How to Publish a MembershipIf a Membership is not showing up, it may be unpublished. Learn how to publish it
How to Manage MembershipsLearn how renewal works and how to view inactive members
How to Edit MembershipsHere's how to make changes to Memberships
How to Adjust the Order of Memberships on the Enroll FormEasily change the order your Memberships show at enrollment
How to Turn Off Membership Auto-RenewLearn how to turn off automatical renewal for one or more Members
How to Create a "Membership" ProgramCan't use Enrollsy's Member feature? Here's the steps to create your own
Members
How to manage members within a membership
How to View and Add MembersEnrollsy makes it easy to see your membership list and add new members
How to Move Members to Another MembershipAdmins can easily and quickly move Members to other Memberships
How to Reinstate Inactive MembersAfter a failed payment and canceled membership, learn how to reinstate the member
How to Edit or Delete a MemberMake changes to Members within the Membership feature