Customer Portal
All the resources you need as an Account Holder/Enrollee to use Enrollsy
By Serena and 1 other2 authors19 articles
Getting Started
Overview of the customer portal and FAQs asked by customers
- Getting Started with the Enrollsy Customer PortalLearn how to sign in, find your way around and get answers to common questions, with a short video for each task
- How to Enroll, Re-Enroll or Join a Waitlist as a CustomerStep-by-step instructions for enrolling a student through the Enrollsy Enroll Form, whether you're new, returning or joining a waitlist
- How to Log In to the Enrollsy Customer PortalSign in with the Enrollsy app or your company’s sign-in link, reset your password and fix common login issues
- How to View, Reply to and Opt Out of Enrollsy Text Messages as a CustomerLearn how texts from the company you enrolled with work and how to stop or restart them
Enrollments
How to enroll in the customer portal
Your Account & Profile
How to access account information and make payments in the customer portal
- How to Update Account and Enrollee Information in the Customer PortalEdit your contact details, Enrollee information and form answers, or complete information your company has requested
- How to Give a Secondary Account Holder Access to a Customer Account in the Customer PortalSteps Primary Account Holders need to take to give Secondary Account Holders access to their account
Payments
How to export or print out statements, invoices or receipts
- How to Print Statements, Invoices and Receipts in the Customer PortalPrint or save a transaction statement, invoices or payment receipts, or export them to a CSV
- How to View and Read Your Transaction History in the Customer PortalSee every charge, payment and credit on your account and what each column means
- How to Make a Payment in the Customer PortalPay your account balance, specific invoices or a custom amount in the Customer Portal or the Enrollsy app
- How to Add or Update Payment Methods in the Customer PortalAdd, replace or remove a bank account or card in the Customer Portal or the Enrollsy app
- Gift Cards — A Customer’s GuideBuy a Gift Card, redeem one you received and use your balance at enrollment
Documents & Content
How to access documents and program content as a customer
- How to Download and Upload Documents in the Customer PortalDownload, complete and upload the Documents an organization requires
- How to Receive and Sign E-Signature Documents for CustomersSign Documents sent by email, track reminders and fix closed signature requests
- How to View Shared Videos, Links and Files in the Customer PortalFind the meeting links, videos and files an organization shares with each Enrollee
Activities & Check-In
How to view and post activities in the customer portal
- How to Check In and Out in the Customer PortalCheck Enrollees in and out from the Customer Portal or at a Kiosk
- How to Log and View Activities in the Customer PortalPost Activities for one or more Enrollees and see the details of each Activity
- How to Set Up or Reset Your Kiosk PIN in the Customer PortalCreate or change the PIN you use to check Enrollees in and out at the Kiosk