Customers/Account Holders
Managing customers/account holders
By Serena and 1 other2 authors21 articles
General Overview
Overview of accounts, enrollments, and enrollees
- How to Import Accounts into EnrollsyNo need to manually add accounts; learn to quickly add them
- How to Manage Enrollments, Enrollees, & AccountsA guide to overall management of Enrollsy
- How Much Instructor Information is Visible to the CustomerWhat customers see about teachers/instructors
- How to Save Customer InformationFind out where the save button is to make sure all edits are saved
- Admin View vs. Customer Portal Account DifferencesHow the Admin view differs from what Account Holders view on their Account and Billing page in the Customer Portal
- Helping Customers Sign In to EnrollsyDownload a free Customer log in instructions template
Account Management
How to manage account holders and accounts
- How to Merge or Separate AccountsSometimes you may have two identical accounts and need them combined into one. Here's what to do in that case.
- How to Search & Find Active and Inactive AccountsFinding someone's account in Enrollsy is simple
- How to Give an Account Holder AccessEnrollsy allows a Secondary Account Holder full access through the app or a browser with their own email and password.
- Understanding Inactive AccountsLearn what happens when an Account is made inactive
- How to Delete an Unneeded AccountIf you have an Account that was made in error and needs to be deleted, learn how to get that done
- How to Create a Customer AccountAdmin Users don't have to enroll someone to create an Account
- Account Holder Login: Common QuestionsEmail addresses in Enrollsy
- How to Edit Account Holders & Change the Primary Account HolderNeed to switch a Primary Account Holder to someone else? Here's how.
- How to Hide the Payment Section in the Customer PortalHow to prevent Account Holders from making payments (or editing payment methods)
- How to Handle Customer Issues & Contact SupportFind out what resources are available to assist your customers
Enrollee Profiles
All about enrollees information
- How to Add Another Enrollee to an Existing AccountFollow these steps to add someone to an Enrollsy Account
- How to Find & Sort Enrollees in the Enrollees TableUse sorting and filters to quickly locate enrollees by date or enrollment status
- How to Unenroll an Enrollee & Track WithdrawalsFind out how to make sure you have withdrawal dates for all Enrollments
- How to Delete an Enrollee RecordLearn what all takes place if an Enrollee is completely deleted in Enrollsy
- How to Add an Enrollee's PhotoIncluding a picture of your Enrollees is helpful to get to know them