Programs, Classes, & Waitlists
Info on what Programs and Classes are and how to use Waitlists
By Serena and 1 other2 authors27 articles
General Overview
Overview on Programs and Classes
- The Complete Guide to Starting & Ending a School YearA step-by-step guide to setting up Enrollment Periods, Programs, and Classes — and managing the full school-year lifecycle
- Prevent Duplicate Enrollments with Scheduling Conflict DetectionAutomatically block enrollment in Programs or Classes that overlap with an Enrollee's existing schedule — saving time and preventing duplicate signups
- How to Add Holidays and Closing DatesFive ways to share holidays and closing dates with your customers
Enrollment Periods
This is your "School Year" that contains all your Programs and Classes
- Enrollment Periods: How They Work and How to Set Them UpLearn what Enrollment Periods do, how start/end dates and publishing affect them, and how to structure them for your programs
- Creating and Duplicating Enrollment PeriodsSet up the framework for a new school year, season, or session — from scratch or by copying last year's setup
- Archiving and Deleting Enrollment PeriodsLearn when to archive an Enrollment Period (reversible) versus delete it (permanent), and how to do each
Creating Programs & Classes
All about how to create programs and classes
- Enrollsy Setup Guide: Programs, Classes & Enrollment ModelsUnderstand the three building blocks of every enrollment in Enrollsy ‑ and how to combine them
- Private Programs: Create, Share, and Manage Unlisted EnrollmentUse a private link when you want enrollment to happen by invitation only — outside your public Enroll Form and Customer Portal
- How to Create a ProgramA step-by-step walkthrough for building your first Program — from Enrollment Period setup to publishing your Enroll Form
- How to Duplicate a ProgramCopy an existing Program's settings in seconds, then tweak only what needs to change.
- Classes in Enrollsy: Capacity, Descriptions, Sharing & ViewsA complete guide to setting up Classes, controlling capacity, writing descriptions, sharing Classes across Programs, and finding what you need on the Classes page
- How to Create & Duplicate a ClassAdd new Classes under your Programs, choose the right Class type, and copy existing Classes to save setup time
- Class Cancellations: Setup, Customer Self-Service, and Admin CancellationsEnable Account Holders to cancel their own Classes from the Customer Portal, learn what happens when a Class is canceled, and follow the steps to cancel a Class as an…
- How to Create Specific ProgramsLearn how to create a specific type of Program
- Adding or Editing Class PricingLearn how to add pricing and payment plans to individual Classes
Editing Programs & Classes
How to edit existing programs and classes
- How to Edit a ProgramA 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 Archive and Unarchive ProgramsHide older Programs from your active workflow while preserving every record — here's how archiving works and how to reverse it
- Add Content to a Program: Share Zoom, YouTube, Vimeo & Documents with EnrolleesUpload meeting links, videos, documents, images, and web links so Enrollees can access everything they need from the Customer Portal
- How to Edit, Reschedule, or Delete a ClassUpdate Class names, Instructors, dates, capacity, schedules, and selection lists — or remove a Class entirely — in a few clicks
- How to Merge or Combine ClassesCombine two or more Classes into one — and bring all Enrollees with you — using this manual workflow
- Customizing Enroll Form Settings on a ProgramLearn how to manage enrollment dates, age restrictions, prerequisites, coupons, custom fields, and required documents at the Program level
- Hiding Program Options in the Admin PortalLearn how to archive and hide specific Program Options from your admin editor while completely preserving your historical enrollment data
Waitlist
Information on the waitlist feature and how to use it
- Setting Up and Managing WaitlistsLearn how to create, manage, and customize Program-level, Class-level, and External Waitlists for your enrollments.
- Waitlist Message on the Admin Enrollment Notification EmailLearn how custom notes submitted during waitlist registration are captured and delivered to administrators via email
- Managing Waitlists: Add, Remove and Enroll EnrolleesLearn how to manually add Enrollees to a Waitlist, transition them into active Classes, and manage your Waitlist communication and exports
Memberships
Info on creating and editing Memberships