Enrollsy

The steps to checking in/checking out Enrollees in Enrollsy

How to Check-In/Out in the Customer Portal

Learn how to find and view Activities and log Activities in the Customer Portal

How to View and Log Activities in the Customer Portal

Learn how Account Holders can reset the Kiosk PIN within the Customer app

How to Set Up or Reset Kiosk PIN (Customer Portal)

Serena Edwards

How to view and post activities in the customer portal

Activities & Check-In

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, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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