Customers/Account Holders
Managing customers/account holders
By Serena and 1 other2 authors17 articles
General Overview
Overview of accounts, enrollments, and enrollees
- How to Import Accounts into EnrollsyAdd accounts in bulk by uploading a CSV file instead of entering them one at a time
- Where to Find the Save Button on Pages Without Auto-SaveLearn which Enrollsy pages need you to save changes and where to find the save button on each one
- How Accounts Differ in the Admin Portal and Customer PortalSee what Admins can view and manage on an Account compared to what Account Holders see in the Customer Portal
- How to Help Customers Sign In to EnrollsyShare the right sign-in link, reset passwords, and fix common customer login issues
Account Management
How to manage account holders and accounts
- Merge Duplicate Accounts and EnrolleesCombine duplicate customer accounts or Enrollees into one by sending a merge request to Enrollsy support
- How to Find Active and Inactive AccountsFind any customer account in Enrollsy with the search bar, the Enrollees page or the Invoices page
- How to Give a Secondary Account Holder Login AccessLet a trusted secondary account holder sign in to Enrollsy with their own email address and password
- How to Deactivate, Reactivate, or Delete an AccountLearn what happens when you deactivate an account and how to request a permanent deletion
- How to Create a Customer Account Without EnrollingSet up a customer account in Enrollsy without enrolling anyone in a program or class
- Edit Account Holders and Change the Primary Account HolderSwap the primary and secondary account holders, move contact info between accounts, or make an enrollee the primary account holder.
- How to Hide the Payment Section in the Customer PortalStop account holders from making payments or editing payment methods in the Customer Portal
- How to Handle Customer Issues — Support Resources for AdminsFind the tools and resources you need to help your customers resolve common issues
- Supporting Divorced or Separated Account HoldersChoose the best way to give two Account Holders access to the same Enrollees, enrollments, and payments
Enrollee Profiles
All about enrollees information
- Add an Enrollee to an Existing AccountAdd a new Enrollee to an Account and enroll them in a Program or Waitlist
- Unenroll an Enrollee and Track Withdrawal DatesCorrect enrollment mistakes and record the date an Enrollee withdraws from a Program
- How to Delete an Enrollee RecordLearn what all takes place if an Enrollee is completely deleted in Enrollsy
- How to Add a Photo to an Enrollee ProfileAdd enrollee photos so admins and instructors can match a face to each name