# Enrollsy Support Center > Hi {{first\_name|fallback:"there"}}! What do you need help with today? ## Getting Started - [Implementation Steps](https://support.enrollsy.com/en/articles/14472357-implementation-steps.md): Complete these 12 steps to successfully implement Enrollsy - [How to Create or Edit Terms and Conditions](https://support.enrollsy.com/en/articles/5162641-how-to-create-or-edit-terms-and-conditions.md): Set up your Terms & Conditions, attach them to Programs, and review the required compliance agreements - [How to Create a Website Privacy Policy & Terms and Conditions](https://support.enrollsy.com/en/articles/8857865-how-to-create-a-website-privacy-policy-terms-and-conditions.md): What every Enrollsy customer needs in their website's Privacy Policy and Terms & Conditions — and why - [My Company Setup Guide | Enrollsy](https://support.enrollsy.com/en/articles/5734998-my-company-setup-guide-enrollsy.md): Configure your Enrollsy My Company page: branding, contact info, kiosk mode, and portal defaults — all in one guide - [Going Live Checklist](https://support.enrollsy.com/en/articles/6082534-going-live-checklist.md): This checklist covers the essentials of launching; work through each section before going live - [How to Create or Edit the Enrollment Welcome Message](https://support.enrollsy.com/en/articles/5162374-how-to-create-or-edit-the-enrollment-welcome-message.md): Customize the confirmation email Enrollees receive after they sign up for a Program or Waitlist. - [EnrollsyPay: Credit Card & ACH Payment Processing](https://support.enrollsy.com/en/articles/5859723-enrollsypay-credit-card-ach-payment-processing.md): How EnrollsyPay works, what it costs, how to apply, and how to read your statements - [How to Apply for an EnrollsyPay Merchant Account \(ACH & Credit Card\)](https://support.enrollsy.com/en/articles/8429600-how-to-apply-for-an-enrollsypay-merchant-account-ach-credit-card.md): A step-by-step guide to applying for ACH and credit card merchant accounts through EnrollsyPay - [How to Log Into Your Merchant Gateways](https://support.enrollsy.com/en/articles/8949955-how-to-log-into-your-merchant-gateways.md): Step-by-step instructions for accessing Nuvei, Speedchex, Stripe, or CardPointe to manage your account and pull financial reports - [How to Add, Publish, and Edit Locations](https://support.enrollsy.com/en/articles/5320881-how-to-add-publish-and-edit-locations.md): Step-by-step guide to adding, publishing, editing, and deleting Locations, plus how Locations affect the Admin Portal - [Enrollsy's Lingo and Common "Gotchas"](https://support.enrollsy.com/en/articles/5377848-enrollsy-s-lingo-and-common-gotchas.md): Discover Enrollsy's most common words, nuances, caveats, and shortcomings \(every software has 'em\)! - [How the Enrollsy Enrollment Flow Works \(Admin Guide\)](https://support.enrollsy.com/en/articles/5942240-how-the-enrollsy-enrollment-flow-works-admin-guide.md): A step-by-step walkthrough of the Enrollsy enrollment flow — from the customer's first click on the Enroll Form to payment, confirmation, and documents - [Admin Portal Interactive Guides](https://support.enrollsy.com/en/articles/10128545-admin-portal-interactive-guides.md): Need step-by-step instructions on how to do something in Enrollsy? See these interactive guides! - [Does Enrollsy Have Accessibility Features?](https://support.enrollsy.com/en/articles/6542693-does-enrollsy-have-accessibility-features.md): Learn how to use Enrollsy's built-in Accessibility menu to adjust visuals, reading aids, and navigation - [Security Awareness Training](https://support.enrollsy.com/en/articles/5878927-security-awareness-training.md): Enrollsy empowers its employees with regular security awareness training. - [Endpoint Protection](https://support.enrollsy.com/en/articles/5878937-endpoint-protection.md): Enrollsy uses industry leading endpoint protection - [Identity and Authentication Management](https://support.enrollsy.com/en/articles/5878938-identity-and-authentication-management.md): Enrollsy requires 2-Factor Authentication through the industry leader - [Data Encryption](https://support.enrollsy.com/en/articles/5878939-data-encryption.md): Enrollsy encrypts data in transit and at rest. - [Web Application Firewall](https://support.enrollsy.com/en/articles/5878942-web-application-firewall.md): Enrollsy uses a web application firewall \(WAF\) to protect against common threats to security and availability - [Hosting and Other Security Measures](https://support.enrollsy.com/en/articles/5878944-hosting-and-other-security-measures.md): Learn more about how Enrollsy's data is hosted and related security measures. - [Payments and Security](https://support.enrollsy.com/en/articles/5967397-payments-and-security.md): Enrollsy offers a few options for taking payments. Each is secure and can be trusted by you and your Account Holders. - [Cloud Software 101](https://support.enrollsy.com/en/articles/5878231-cloud-software-101.md): Learn more about how Enrollsy works from a technical perspective - [How to Contact Enrollsy Customer Support](https://support.enrollsy.com/en/articles/5162694-how-to-contact-enrollsy-customer-support.md): Enrollsy customers can contact Customer support via our Help Center, Chat Support and Email - [How to Give Feedback or Send Feature Requests for Enrollsy](https://support.enrollsy.com/en/articles/6781895-how-to-give-feedback-or-send-feature-requests-for-enrollsy.md): Learn how to share comments, suggestions, and feature requests with the Enrollsy team - [How to Use the Enrollsy Chat Box](https://support.enrollsy.com/en/articles/10083783-how-to-use-the-enrollsy-chat-box.md): Learn how the chat feature functions and best practices - [Fix Loading Issues, Frozen Buttons, or Display Problems in Enrollsy](https://support.enrollsy.com/en/articles/13188190-fix-loading-issues-frozen-buttons-or-display-problems-in-enrollsy.md): Learn when to refresh, clear your browser cache, or use a private window to fix common issues - [Fix "Error Loading Data" in Enrollsy](https://support.enrollsy.com/en/articles/14115654-fix-error-loading-data-in-enrollsy.md) ## Enrollsy Subscription Account - [Accessing & Troubleshooting your Enrollsy Subscription/Billing](https://support.enrollsy.com/en/articles/5377835-accessing-troubleshooting-your-enrollsy-subscription-billing.md): Access your Customer Portal, view invoices, update payment info, and resolve sign-in issues - [How to Edit Your Enrollsy Subscription Account](https://support.enrollsy.com/en/articles/8927676-how-to-edit-your-enrollsy-subscription-account.md): Update your account details and payment methods in the Enrollsy Subscription portal - [How to View, Print, and Export Your Enrollsy Subscription Statements and Receipts](https://support.enrollsy.com/en/articles/8927694-how-to-view-print-and-export-your-enrollsy-subscription-statements-and-receipts.md): View, print, or export statements and receipts from your Enrollsy subscription account - [Access Your Enrollsy Compliance & Security Resources](https://support.enrollsy.com/en/articles/8927702-access-your-enrollsy-compliance-security-resources.md): Find your PCI compliance documents, EnrollsyPay pricing, and security awareness training resources — all in one place - [Canceling Your Enrollsy Account](https://support.enrollsy.com/en/articles/13057260-canceling-your-enrollsy-account.md): How to submit your request and what to expect after cancellation ## Merchant Accounts - [Merchant Accounts in Enrollsy: Credit Card & ACH Setup Guide](https://support.enrollsy.com/en/articles/6060858-merchant-accounts-in-enrollsy-credit-card-ach-setup-guide.md): Set up credit card and ACH payments through EnrollsyPay or Stripe Express - [How to Change Merchant Account Bank Information](https://support.enrollsy.com/en/articles/8490116-how-to-change-merchant-account-bank-information.md): Change the Bank Account where your money is deposited - [How to Track Your Deposits, Settlements, and Merchant Portal Logins](https://support.enrollsy.com/en/articles/7888662-how-to-track-your-deposits-settlements-and-merchant-portal-logins.md): Find out where your payments are at any moment and how to log in to your merchant service provider for detailed financial information - [PCI Compliance for EnrollsyPay Merchants: What It Is and How to Complete It](https://support.enrollsy.com/en/articles/7884003-pci-compliance-for-enrollsypay-merchants-what-it-is-and-how-to-complete-it.md): Everything EnrollsyPay merchants need to know about PCI compliance, fees, and completing the SAQ - [How to Request a 1099-K Form](https://support.enrollsy.com/en/articles/9134810-how-to-request-a-1099-k-form.md): Didn't receive your 1099-K? Here's how to request a copy from your payment processor ## Enroll Form & Enrollment - [About the Enroll Form](https://support.enrollsy.com/en/articles/5162958-about-the-enroll-form.md): What Enrollsy's enroll/enrollment form is and the fields included - [Key Differences in a Customer Enrollment and an Admin User Enrollment](https://support.enrollsy.com/en/articles/5392458-key-differences-in-a-customer-enrollment-and-an-admin-user-enrollment.md): Learn how enrollment differs if a Customer enrolls versus an Admin user - [How Real-Time Reservation Works](https://support.enrollsy.com/en/articles/5392434-how-real-time-reservation-works.md): Learn how spots can be reserved in real time during Enrollment - [How Someone Can Enroll at No Cost](https://support.enrollsy.com/en/articles/6752940-how-someone-can-enroll-at-no-cost.md): Three ways to set up a zero-cost enrollment in Enrollsy - [How to Add Enrollsy to a Webflow Site](https://support.enrollsy.com/en/articles/8411121-how-to-add-enrollsy-to-a-webflow-site.md): Embed Enrollsy in your Webflow site in just a few clicks — and start taking enrollments today - [How to Edit Customer Account Password Settings](https://support.enrollsy.com/en/articles/5834452-how-to-edit-customer-account-password-settings.md): Choose how Customers create their account password during enrollment - [Use Conditional Logic to Show or Hide Questions on Your Enroll Form](https://support.enrollsy.com/en/articles/5315100-use-conditional-logic-to-show-or-hide-questions-on-your-enroll-form.md): Build smarter, shorter forms with "If, Then" rules that adapt to each enrollee's answers - [How to Edit & Organize Enroll Form Fields](https://support.enrollsy.com/en/articles/5598670-how-to-edit-organize-enroll-form-fields.md): What happens when you edit existing fields on the Enrollment Form - [Program Forms: Ask Program-Specific Questions on Your Enroll Form](https://support.enrollsy.com/en/articles/5254060-program-forms-ask-program-specific-questions-on-your-enroll-form.md): Create custom forms that appear only when a specific Program is selected — perfect for drop-off times, financial aid, internal notes, and more - [The Browse Feature: Let Customers Preview Programs Before They Enroll](https://support.enrollsy.com/en/articles/6845305-the-browse-feature-let-customers-preview-programs-before-they-enroll.md): A complete guide to setting up, publishing, and customizing the Browse page — and what your customers will see when they visit it - [Browse Feature: Set Up, Customize & Manage Your Public Program Page](https://support.enrollsy.com/en/articles/6831439-browse-feature-set-up-customize-manage-your-public-program-page.md): A complete guide to enabling the Browse Page, editing Program details, hiding pricing, and showcasing private offerings to prospective customers - [Showcase Your Programs with the Browse Page](https://support.enrollsy.com/en/articles/7061765-showcase-your-programs-with-the-browse-page.md): A complete guide to publishing your Browse page, sharing pre-filtered links, and embedding it on your website - [How to Test Your Enroll Form Before Going Live](https://support.enrollsy.com/en/articles/5180501-how-to-test-your-enroll-form-before-going-live.md): A complete checklist and five proven methods for testing your Enrollsy Enroll Form — so you can launch with confidence. - [Sharing Your Enroll Form: Links, QR Codes & Website Embeds](https://support.enrollsy.com/en/articles/5162884-sharing-your-enroll-form-links-qr-codes-website-embeds.md): A complete guide to delivering your Enrollsy Enroll Form to customers — whether by link, QR code, button, or embedded window - [URLsy: The Complete Guide to Branded Links, QR Codes, and Link Analytics](https://support.enrollsy.com/en/articles/14324915-urlsy-the-complete-guide-to-branded-links-qr-codes-and-link-analytics.md): Shorten URLs, create QR codes, schedule availability, and more — powered by the URLsy add-on. - [Enroll Form Troubleshooting: Why Items Aren't Showing Up \(and How to Fix Them\)](https://support.enrollsy.com/en/articles/6741833-enroll-form-troubleshooting-why-items-aren-t-showing-up-and-how-to-fix-them.md): A step-by-step diagnostic guide to identify why items aren't appearing on your Enroll Form — and exactly how to fix each one. - [Reactivating Archived Enrollments: Unarchiving Programs and Enrollment Periods](https://support.enrollsy.com/en/articles/9709084-reactivating-archived-enrollments-unarchiving-programs-and-enrollment-periods.md): Follow these steps to unarchive Programs or Enrollment Periods, restore portal access, and resolve any canceled payments - [Managing Enrollments in Enrollsy: A Complete FAQ](https://support.enrollsy.com/en/articles/14462584-managing-enrollments-in-enrollsy-a-complete-faq.md): Answers to the most common questions about verifying, paying for, modifying, deactivating, and deleting enrollments - [How to View, Print, or Export an Enrollee's Class Schedule](https://support.enrollsy.com/en/articles/12834514-how-to-view-print-or-export-an-enrollee-s-class-schedule.md): A guide for Admins and Primary Account Holders to access, customize, and share an Enrollee's enrollments - [How to Stop Enrollments](https://support.enrollsy.com/en/articles/5974221-how-to-stop-enrollments.md): Learn how to end enrollments for one or more Classes or Programs - [Manage Unassigned Enrollees: View, Add, Assign, and Re-Enroll](https://support.enrollsy.com/en/articles/5342627-manage-unassigned-enrollees-view-add-assign-and-re-enroll.md): A complete guide to working with Enrollees who aren't yet placed in a Class — including how they affect Class capacity and what to do next - [How to Deactivate or Delete Enrollments](https://support.enrollsy.com/en/articles/5815731-how-to-deactivate-or-delete-enrollments.md): Deactivate or delete a single Enrollment from an Account, or multiple Enrollments from a Class at once — and what happens when you do - [Hiding Past Enrollments: Archive Programs, Enrollment Periods, or Deactivate Enrollees](https://support.enrollsy.com/en/articles/14128411-hiding-past-enrollments-archive-programs-enrollment-periods-or-deactivate-enrollees.md): Three methods for cleaning up old enrollments in Enrollsy — and what each one does to your data, billing, and reports - [How to Move, Enroll, or Reassign an Enrollee](https://support.enrollsy.com/en/articles/14305954-how-to-move-enroll-or-reassign-an-enrollee.md): How to move Enrollees between Programs or Classes — and when to preserve enrollment history - [How to Delete an Enrollment](https://support.enrollsy.com/en/articles/5162356-how-to-delete-an-enrollment.md): If someone enrolled in the wrong Program or is no longer enrolled, these are the steps you take to delete the Enrollment ## Programs, Classes, & Waitlists - [The Complete Guide to Starting & Ending a School Year](https://support.enrollsy.com/en/articles/11648902-the-complete-guide-to-starting-ending-a-school-year.md): A 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 Detection](https://support.enrollsy.com/en/articles/6624009-prevent-duplicate-enrollments-with-scheduling-conflict-detection.md): Automatically 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 Dates](https://support.enrollsy.com/en/articles/6665739-how-to-add-holidays-and-closing-dates.md): Five ways to share holidays and closing dates with your customers - [Enrollment Periods: How They Work and How to Set Them Up](https://support.enrollsy.com/en/articles/5162984-enrollment-periods-how-they-work-and-how-to-set-them-up.md): Learn what Enrollment Periods do, how start/end dates and publishing affect them, and how to structure them for your programs - [Creating and Duplicating Enrollment Periods](https://support.enrollsy.com/en/articles/5162754-creating-and-duplicating-enrollment-periods.md): Set up the framework for a new school year, season, or session — from scratch or by copying last year's setup - [Archiving and Deleting Enrollment Periods](https://support.enrollsy.com/en/articles/5152914-archiving-and-deleting-enrollment-periods.md): Learn when to archive an Enrollment Period \(reversible\) versus delete it \(permanent\), and how to do each - [Enrollsy Setup Guide: Programs, Classes & Enrollment Models](https://support.enrollsy.com/en/articles/8274961-enrollsy-setup-guide-programs-classes-enrollment-models.md): Understand the three building blocks of every enrollment in Enrollsy ‑ and how to combine them - [Private Programs: Create, Share, and Manage Unlisted Enrollment](https://support.enrollsy.com/en/articles/6787236-private-programs-create-share-and-manage-unlisted-enrollment.md): Use a private link when you want enrollment to happen by invitation only — outside your public Enroll Form and Customer Portal - [How to Create a Program](https://support.enrollsy.com/en/articles/6082592-how-to-create-a-program.md): A step-by-step walkthrough for building your first Program — from Enrollment Period setup to publishing your Enroll Form - [How to Duplicate a Program](https://support.enrollsy.com/en/articles/5188615-how-to-duplicate-a-program.md): Copy an existing Program's settings in seconds, then tweak only what needs to change. - [Classes in Enrollsy: Capacity, Descriptions, Sharing & Views](https://support.enrollsy.com/en/articles/14488931-classes-in-enrollsy-capacity-descriptions-sharing-views.md): A 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 Class](https://support.enrollsy.com/en/articles/5162695-how-to-create-duplicate-a-class.md): Add 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 Cancellations](https://support.enrollsy.com/en/articles/5269962-class-cancellations-setup-customer-self-service-and-admin-cancellations.md): Enable 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 Admin - [How to Create Specific Programs](https://support.enrollsy.com/en/articles/14502751-how-to-create-specific-programs.md): Learn how to create a specific type of Program - [Adding or Editing Class Pricing](https://support.enrollsy.com/en/articles/13145734-adding-or-editing-class-pricing.md): Learn how to add pricing and payment plans to individual Classes - [How to Edit a Program](https://support.enrollsy.com/en/articles/14646682-how-to-edit-a-program.md): A 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 delete a Program - [How to Archive and Unarchive Programs](https://support.enrollsy.com/en/articles/5544763-how-to-archive-and-unarchive-programs.md): Hide 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 Enrollees](https://support.enrollsy.com/en/articles/5162781-add-content-to-a-program-share-zoom-youtube-vimeo-documents-with-enrollees.md): Upload 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 Class](https://support.enrollsy.com/en/articles/5392411-how-to-edit-reschedule-or-delete-a-class.md): Update Class names, Instructors, dates, capacity, schedules, and selection lists — or remove a Class entirely — in a few clicks - [How to Merge or Combine Classes](https://support.enrollsy.com/en/articles/14123324-how-to-merge-or-combine-classes.md): Combine two or more Classes into one — and bring all Enrollees with you — using this manual workflow - [Customizing Enroll Form Settings on a Program](https://support.enrollsy.com/en/articles/15279950-customizing-enroll-form-settings-on-a-program.md): Learn how to manage enrollment dates, age restrictions, prerequisites, coupons, custom fields, and required documents at the Program level - [Hiding Program Options in the Admin Portal](https://support.enrollsy.com/en/articles/15280548-hiding-program-options-in-the-admin-portal.md): Learn how to archive and hide specific Program Options from your admin editor while completely preserving your historical enrollment data - [Setting Up and Managing Waitlists](https://support.enrollsy.com/en/articles/6723470-setting-up-and-managing-waitlists.md): Learn how to create, manage, and customize Program-level, Class-level, and External Waitlists for your enrollments. - [Waitlist Message on the Admin Enrollment Notification Email](https://support.enrollsy.com/en/articles/5520912-waitlist-message-on-the-admin-enrollment-notification-email.md): Learn how custom notes submitted during waitlist registration are captured and delivered to administrators via email - [Managing Waitlists: Add, Remove and Enroll Enrollees](https://support.enrollsy.com/en/articles/5902208-managing-waitlists-add-remove-and-enroll-enrollees.md): Learn how to manually add Enrollees to a Waitlist, transition them into active Classes, and manage your Waitlist communication and exports - [Admin User Guide to Memberships](https://support.enrollsy.com/en/articles/14304608-admin-user-guide-to-memberships.md): A complete walkthrough for setting up built-in memberships, building workaround membership programs, and managing renewals - [Admin User Guide to Managing Members](https://support.enrollsy.com/en/articles/14305096-admin-user-guide-to-managing-members.md): How to add, edit, and remove members in Enrollsy's membership feature ## Enrollment Models & Pricing - [About Enrollment Models & Pricing Setup](https://support.enrollsy.com/en/articles/7042836-about-enrollment-models-pricing-setup.md): Learn how each Enrollment Model works and which one is right for your Program - [Editing the Enrollment Model on an Existing Program](https://support.enrollsy.com/en/articles/8342155-editing-the-enrollment-model-on-an-existing-program.md): What happens when you change a Program's Enrollment Model — and how to do it safely - [Pricing Models: Free, Fixed Cost, and Subscription](https://support.enrollsy.com/en/articles/8950308-pricing-models-free-fixed-cost-and-subscription.md): Understand the three pricing models available for Programs and Classes, and how each one works with Charge Items and Payment Plans - [Credit Pricing Setup Guide \(List, Week, and Month Views\)](https://support.enrollsy.com/en/articles/5589089-credit-pricing-setup-guide-list-week-and-month-views.md): How to set up a credit-based Program using the Classes Enrollment Model - [Payment Plans Overview](https://support.enrollsy.com/en/articles/5951416-payment-plans-overview.md): Understand how Payment Plans work in Enrollsy and when to use each type - [Edit Payment Plans on Programs and Enrollment Periods](https://support.enrollsy.com/en/articles/6377628-edit-payment-plans-on-programs-and-enrollment-periods.md): Update your Payment Plan settings — including schedule, installments, invoicing, and visibility — for any Program or Enrollment Period - [How to Set Up and Edit Charge Items on Payment Plans](https://support.enrollsy.com/en/articles/6273219-how-to-set-up-and-edit-charge-items-on-payment-plans.md): Set up, add, remove, or edit Charge Items on a Payment Plan — including items that apply to Payment Plans only - [Show or Hide Payment Plans on the Enroll Form](https://support.enrollsy.com/en/articles/9353811-show-or-hide-payment-plans-on-the-enroll-form.md): Control which Payment Plans enrollees see — and whether the total cost is displayed — without republishing your Program - [How to Create Payment Plans](https://support.enrollsy.com/en/articles/14489527-how-to-create-payment-plans.md): Set up Scheduled, Installment, or Subscription Payment Plans for your Programs and Classes - [How to Create Discounts & Coupon Codes](https://support.enrollsy.com/en/articles/5598786-how-to-create-discounts-coupon-codes.md): Two ways to post Discounts: One-Time and Recurring - [Coupon Codes: How They Work & How to Use Them](https://support.enrollsy.com/en/articles/11024587-coupon-codes-how-they-work-how-to-use-them.md): Everything you need to know about setting up, attaching, and tracking Coupon Codes - [Edit, Expire, or Delete a Coupon Code](https://support.enrollsy.com/en/articles/8218764-edit-expire-or-delete-a-coupon-code.md): Learn what changes you can make to a Coupon Code, what to be aware of before editing, and how to expire or permanently delete one. - [How to Set Up Proration for Programs or Classes](https://support.enrollsy.com/en/articles/6665136-how-to-set-up-proration-for-programs-or-classes.md): Automatically charge Enrollees only for the Classes they attend — based on their start date and your Holiday Calendar - [Proration Troubleshooting: Why Proration May Not Be Working](https://support.enrollsy.com/en/articles/8609384-proration-troubleshooting-why-proration-may-not-be-working.md): Check these six common setup issues if your Programs or Classes aren't prorating correctly - [How to Add Subsidy Pricing to a Customer Account](https://support.enrollsy.com/en/articles/8307432-how-to-add-subsidy-pricing-to-a-customer-account.md): Manually apply a Preset Charge Items or Daily Rate fee to each subsidized enrollment after a customer has enrolled ## Billing & Transactions - [How Enrollsy Automates Invoices, Credits, and Payments](https://support.enrollsy.com/en/articles/8168666-how-enrollsy-automates-invoices-credits-and-payments.md): Understand exactly when Enrollsy creates invoices, applies credits, and collects payments — and how each process works - [The Customer Billing Page](https://support.enrollsy.com/en/articles/6846442-the-customer-billing-page.md): Everything admins need to know to manage billing for any Account Holder or Enrollee - [Managing Account Balances](https://support.enrollsy.com/en/articles/14062321-managing-account-balances.md): A guide for admins on what to do when a customer account has a zero balance, a credit with no invoices, or a credit with future invoices - [Managing Billing in Your Admin Portal](https://support.enrollsy.com/en/articles/8950416-managing-billing-in-your-admin-portal.md): A guide to the key billing pages and tools you'll use every day to track payments, invoices, and customer accounts - [Printing Receipts, Statements & Invoices from the Admin Portal](https://support.enrollsy.com/en/articles/5162785-printing-receipts-statements-invoices-from-the-admin-portal.md): Print payment receipts, account statements, invoice summaries, and past due notices from the Admin portal - [How Customers Experience Billing in Enrollsy](https://support.enrollsy.com/en/articles/15465043-how-customers-experience-billing-in-enrollsy.md): From enrollment to payment — what your customers see and do at every step - [How to Collect Payment from a Customer](https://support.enrollsy.com/en/articles/7172807-how-to-collect-payment-from-a-customer.md): Learn how to manually post a payment to a customer's account — including electronic payments \(credit/debit card or ACH\), as well as cash and check - [Post Bulk Transactions](https://support.enrollsy.com/en/articles/5162440-post-bulk-transactions.md): Save time by posting invoices, credits, or payments to multiple accounts at once - [How to Add Charges and Post Payments to a Customer's Account](https://support.enrollsy.com/en/articles/6985671-how-to-add-charges-and-post-payments-to-a-customer-s-account.md): Step-by-step instructions for recording charges, editing invoices, and collecting payments as an Admin - [How to Record & Track Cash and Check Payments with Deposits](https://support.enrollsy.com/en/articles/5392426-how-to-record-track-cash-and-check-payments-with-deposits.md): Use Enrollsy's Deposits feature to record and track cash and check payments after they've been deposited to your bank - [Splitting Payments Between Two Payment Methods](https://support.enrollsy.com/en/articles/14081042-splitting-payments-between-two-payment-methods.md): Enrollsy doesn't have a native split-payment option at checkout, but here are two workarounds to divide enrollment costs between two different payment methods - [When a Customer Pays in Full or in Advance](https://support.enrollsy.com/en/articles/8261264-when-a-customer-pays-in-full-or-in-advance.md): How Enrollsy handles overpayments and what to do with remaining Payment Plan invoices - [How to Modify the Enrollment or Charge Item Linked to a Payment](https://support.enrollsy.com/en/articles/9655063-how-to-modify-the-enrollment-or-charge-item-linked-to-a-payment.md): How to reassign a paid invoice to a different Enrollment or update its Charge Items - [How to Add an Additional Payer to an Account](https://support.enrollsy.com/en/articles/5162576-how-to-add-an-additional-payer-to-an-account.md): Split enrollment fees or tuition between multiple payers using Auto-Pay - [Managing Payments After a Customer Withdraws](https://support.enrollsy.com/en/articles/5622221-managing-payments-after-a-customer-withdraws.md): What to do with an outstanding balance when a customer withdraws from a Program or Class - [How to Read the Transaction History](https://support.enrollsy.com/en/articles/5857583-how-to-read-the-transaction-history.md): A guide to every column, color, and status indicator on a customer's Account page - [Add or Edit a Payment Plan on an Account](https://support.enrollsy.com/en/articles/6262348-add-or-edit-a-payment-plan-on-an-account.md): Manually add, update, change, or remove a Payment Plan for an individual enrollee - [View Who Has \(or Doesn't Have\) a Payment Plan](https://support.enrollsy.com/en/articles/8684633-view-who-has-or-doesn-t-have-a-payment-plan.md): Filter by Payment Plan using the Enrollees Table, Invoices page, or the Invalid Payment Plans notification - [Enrollment Cards and Payment Plans](https://support.enrollsy.com/en/articles/8729393-enrollment-cards-and-payment-plans.md): Understand, add, and remove Payment Plans directly from an enrollee's Enrollment Card - [Fix an Invalid Payment Plan](https://support.enrollsy.com/en/articles/9142772-fix-an-invalid-payment-plan.md): Resolve a Payment Plan that became invalid after an enrollment was changed - [Auto-Pay Overview](https://support.enrollsy.com/en/articles/7170557-auto-pay-overview.md): Automatically collect payments from customers without manual intervention - [Auto-Pay Settings: Company-Wide and Individual Controls](https://support.enrollsy.com/en/articles/5843274-auto-pay-settings-company-wide-and-individual-controls.md): Control whether customers can opt in, opt out, or are required to use automatic payments — at the company level or per account - [View Who Is or Isn't on Auto-Pay](https://support.enrollsy.com/en/articles/5162614-view-who-is-or-isn-t-on-auto-pay.md): See Auto-Pay status for every enrollee from one screen, then turn it on or off for any account - [Prevent Duplicate Auto-Pay Charges After Cancellation](https://support.enrollsy.com/en/articles/14050755-prevent-duplicate-auto-pay-charges-after-cancellation.md): Close the open invoice and turn off Auto-Pay when canceling an enrollment to stop future charges - [How to Add or Update a Customer's Payment Method](https://support.enrollsy.com/en/articles/9823773-how-to-add-or-update-a-customer-s-payment-method.md): Add a bank account or credit card to a customer's account, or replace one that's already on file - [Understanding Your Credit Card and ACH Deposits, Fees, and Settlement Times](https://support.enrollsy.com/en/articles/8218617-understanding-your-credit-card-and-ach-deposits-fees-and-settlement-times.md): Learn how EnrollsyPay deposits, fees, and settlement times appear on your bank and merchant statements - [Failed ACH Payments: Why They Happen and How to Track Them](https://support.enrollsy.com/en/articles/5162953-failed-ach-payments-why-they-happen-and-how-to-track-them.md): Understand why an ACH payment gets rejected, what happens in Enrollsy when it does, and how to pull a report - [What Happens When a Credit or Debit Card Payment Is Declined](https://support.enrollsy.com/en/articles/5520831-what-happens-when-a-credit-or-debit-card-payment-is-declined.md): Learn why Auto-Pay declines a card, who gets notified, and the steps to fix it and get the payment through - [How to Void a Payment](https://support.enrollsy.com/en/articles/5557384-how-to-void-a-payment.md): Cancel a payment before it batches to the bank — for payments made by Customers or Admins - [How to Issue a Refund](https://support.enrollsy.com/en/articles/5162445-how-to-issue-a-refund.md): Step-by-step instructions for refunding electronic, cash, and check payments — including how to handle cancellation fees and credits - [Refund Credits: When to Leave Them On vs. Take Them Off](https://support.enrollsy.com/en/articles/8891985-refund-credits-when-to-leave-them-on-vs-take-them-off.md): Learn when a refund should include a credit — and when it shouldn't - [Refund Troubleshooting](https://support.enrollsy.com/en/articles/8218656-refund-troubleshooting.md): Troubleshoot is a refund is processed or declined, and how to cancel one - [What to Do If You Over-Refund a Customer](https://support.enrollsy.com/en/articles/14081117-what-to-do-if-you-over-refund-a-customer.md): Fix an accidental over-refund in two simple steps - [Convenience Fees & Pass-Through Taxes: How They Work and How to Set Them Up](https://support.enrollsy.com/en/articles/5162662-convenience-fees-pass-through-taxes-how-they-work-and-how-to-set-them-up.md): Offset your credit card processing costs by automatically charging customers a flat fee, percentage, or tax on every electronic payment - [How to Create Calculated Fees \(Quantity-Based Charges\)](https://support.enrollsy.com/en/articles/5557365-how-to-create-calculated-fees-quantity-based-charges.md): Charge a price per unit — like $10 per T-shirt — and let Enrollees choose how many they need at enrollment - [Delete or Manage Card Processing Fees](https://support.enrollsy.com/en/articles/14115581-delete-or-manage-card-processing-fees.md): Remove processing fees tied to canceled enrollments, or delete standalone/unwanted transactions - [About Chargebacks: What They Are, Why They Happen, and How the Process Works](https://support.enrollsy.com/en/articles/10028597-about-chargebacks-what-they-are-why-they-happen-and-how-the-process-works.md): Understand what a chargeback is, how it's different from a refund, why they happen, what they cost your school, and how the dispute process works from start to finish - [How to Dispute a Chargeback](https://support.enrollsy.com/en/articles/5392443-how-to-dispute-a-chargeback.md): A step-by-step guide to responding to a chargeback notice, submitting evidence, and protecting your revenue - [How to Prevent Chargebacks](https://support.enrollsy.com/en/articles/10028932-how-to-prevent-chargebacks.md): Practical steps to reduce credit and debit card disputes, protect your revenue, and stay in good standing with payment processors - [About ACH Returns: What They Are, Why They Happen, and How to Resolve Them](https://support.enrollsy.com/en/articles/10047196-about-ach-returns-what-they-are-why-they-happen-and-how-to-resolve-them.md): Learn what happens when an ACH payment is returned, why it occurs, and how to resolve or prevent it going forward. \(ACHQ merchants only\) - [How to Pay an Invoice](https://support.enrollsy.com/en/articles/6613579-how-to-pay-an-invoice.md): Learn how to find a Customer's invoice and post a credit card, ACH, cash, or check payment - [How to Send an Invoice to a Customer](https://support.enrollsy.com/en/articles/7049698-how-to-send-an-invoice-to-a-customer.md): Email or text an invoice so a customer can view and pay it - [How to Download, Print, or Export Invoices](https://support.enrollsy.com/en/articles/7970238-how-to-download-print-or-export-invoices.md): Print current, paid, or future invoices, or export them to a CSV file - [How to Hide Paid or Future Invoices in the Customer Portal](https://support.enrollsy.com/en/articles/9903861-how-to-hide-paid-or-future-invoices-in-the-customer-portal.md): Control which invoices your customers can see in their account - [How to Handle Invoicing When a Company Pays for Enrollment](https://support.enrollsy.com/en/articles/13977046-how-to-handle-invoicing-when-a-company-pays-for-enrollment.md): Creating and managing invoices when a company covers enrollment costs - [Troubleshoot Unpaid Invoices](https://support.enrollsy.com/en/articles/6744926-troubleshoot-unpaid-invoices.md): Learn why an invoice might not show as paid and how to fix it - [About Invoices: Statuses, Payment Allocation, and Future Totals](https://support.enrollsy.com/en/articles/8950438-about-invoices-statuses-payment-allocation-and-future-totals.md): Learn what Future, Current, and Paid invoices mean, how payments are applied across multiple invoices, and how to view invoices scheduled further out - [How to Fix Billing Mistakes: Missing or Accidental Charges](https://support.enrollsy.com/en/articles/14062172-how-to-fix-billing-mistakes-missing-or-accidental-charges.md): Add charges that were never billed and refund charges applied by mistake - [How to Set Up and Use the Deposit Feature](https://support.enrollsy.com/en/articles/6666260-how-to-set-up-and-use-the-deposit-feature.md): Collect a payment at enrollment and credit it toward a future charge like tuition - [Creating and Editing Charge Items & Discount Items](https://support.enrollsy.com/en/articles/5162709-creating-and-editing-charge-items-discount-items.md): Set up charge items and discount items to save time on tuition, fees, and discounts - [How to Collect Donations](https://support.enrollsy.com/en/articles/9357727-how-to-collect-donations.md): Choose the right setup for one-time and recurring donations in Enrollsy - [How to Create an Invoice](https://support.enrollsy.com/en/articles/5563237-how-to-create-an-invoice.md): Learn how to post invoices individually or in bulk - [How to Bulk Create Invoices or Post Credits for Multiple Enrollees](https://support.enrollsy.com/en/articles/5317825-how-to-bulk-create-invoices-or-post-credits-for-multiple-enrollees.md): Charge or credit an entire Class or a custom View in just a few steps - [How to View, Edit, or Delete Invoices](https://support.enrollsy.com/en/articles/6619402-how-to-view-edit-or-delete-invoices.md): Learn where Invoices live in Enrollsy and how to edit them - [How to Configure Invoice Notifications & Dates of Service in Payment Plans](https://support.enrollsy.com/en/articles/6505724-how-to-configure-invoice-notifications-dates-of-service-in-payment-plans.md): Learn when your Auto-Pay reminders or Invoices will be sent out automatically - [How to Add Notes to Invoices and Transactions](https://support.enrollsy.com/en/articles/5392423-how-to-add-notes-to-invoices-and-transactions.md): Add public and private comments when creating, posting, or editing invoices and transactions - [How to Create and Edit Future Invoices](https://support.enrollsy.com/en/articles/8863335-how-to-create-and-edit-future-invoices.md): Add invoices to an account that are due at a future date by creating or editing a payment plan - [How to Stop or Delete Future Invoices](https://support.enrollsy.com/en/articles/8338430-how-to-stop-or-delete-future-invoices.md): Steps to stop future invoices in bulk or remove them from a single Account - [How to Post Credits to an Account](https://support.enrollsy.com/en/articles/5260012-how-to-post-credits-to-an-account.md): Post, link, and delete credits on an account — plus how to manage gift cards and prepayments - [How Account Credits Are Applied at Enrollment](https://support.enrollsy.com/en/articles/5392435-how-account-credits-are-applied-at-enrollment.md): How Enrollsy automatically applies an existing account credit when a customer enrolls - [Admin Guide to Gift Cards](https://support.enrollsy.com/en/articles/14302887-admin-guide-to-gift-cards.md): How to create, view, and manage Gift Cards as an Admin in Enrollsy - [Gift Card FAQ for Customers](https://support.enrollsy.com/en/articles/8321801-gift-card-faq-for-customers.md): Answers to common questions about buying, sending, and redeeming Gift Cards - [Gift Cards — A Customer's Guide](https://support.enrollsy.com/en/articles/8321808-gift-cards-a-customer-s-guide.md): How to buy, send, redeem, and use a gift card in Enrollsy - [How to Set Up a Prepayment or Pre-Registration](https://support.enrollsy.com/en/articles/7000043-how-to-set-up-a-prepayment-or-pre-registration.md): Let customers pay in advance and apply the balance automatically at enrollment - [How to Add a Prepayment to a Customer's Account or Invoice](https://support.enrollsy.com/en/articles/9306364-how-to-add-a-prepayment-to-a-customer-s-account-or-invoice.md): Apply a prepayment to an account, a current invoice, or a future invoice from the Billing page ## Reports & Data Exports - [Saving and Editing Reports as a PDF](https://support.enrollsy.com/en/articles/5162791-saving-and-editing-reports-as-a-pdf.md): How to export Enrollsy reports to a PDF and add extra details using a PDF editor - [Exporting Data in Enrollsy](https://support.enrollsy.com/en/articles/6752941-exporting-data-in-enrollsy.md): How to export reports, records, and lists to a CSV spreadsheet - [Using the Enrollsy Dashboard](https://support.enrollsy.com/en/articles/14291109-using-the-enrollsy-dashboard.md): See your enrollments, payments, capacities, and ratios in one place - [Testing Customer Reports — Receipts and Statements](https://support.enrollsy.com/en/articles/8950339-testing-customer-reports-receipts-and-statements.md): How to preview and print the receipts, statements, and tax documents your customers can access - [Financial Reports — A Complete Guide to Enrollsy's Reporting Tools](https://support.enrollsy.com/en/articles/9791232-financial-reports-a-complete-guide-to-enrollsy-s-reporting-tools.md): Find the right report for invoices, statements, transactions, and reconciliation - [Accessing Financial Statements in Enrollsy](https://support.enrollsy.com/en/articles/8950470-accessing-financial-statements-in-enrollsy.md): How Customers and Admins can print or export statements for tax purposes - [How to View Customer Payments & Balances](https://support.enrollsy.com/en/articles/5162387-how-to-view-customer-payments-balances.md): Five ways to view balances, payments, and Accounts Receivable reports - [How to View Paid-in-Full Accounts](https://support.enrollsy.com/en/articles/8597894-how-to-view-paid-in-full-accounts.md): Two ways to find accounts that paid in full at enrollment - [How to View Revenue by Program](https://support.enrollsy.com/en/articles/7020049-how-to-view-revenue-by-program.md): A workaround for viewing revenue earned by each Program - [How to Use the Invoices Page](https://support.enrollsy.com/en/articles/8950483-how-to-use-the-invoices-page.md): How to view, filter, and export invoices - [How to Export and Print Invoices](https://support.enrollsy.com/en/articles/6759815-how-to-export-and-print-invoices.md): How to generate invoice reports from the Invoices page or a Customer's Billing page - [Creating an Invoice Summary with the Invoice Builder](https://support.enrollsy.com/en/articles/8976784-creating-an-invoice-summary-with-the-invoice-builder.md): Create a custom invoice summary for enrollees in a specific location and enrollment period - [How to Create A/R Aging and Payment Reports](https://support.enrollsy.com/en/articles/8011450-how-to-create-a-r-aging-and-payment-reports.md): Learn how to generate A/R Aging and A/R Payment reports to track past-due balances and recent payments - [Viewing and Exporting Transactions](https://support.enrollsy.com/en/articles/5162601-viewing-and-exporting-transactions.md): Run a report of all transactions made within a specific time frame - [Creating a Charge or Discount Item Report](https://support.enrollsy.com/en/articles/5333946-creating-a-charge-or-discount-item-report.md): View, print, or export charge and discount activity for a specific date range - [Creating a Coupon Code Report](https://support.enrollsy.com/en/articles/6025445-creating-a-coupon-code-report.md): Download a CSV transaction report to see which coupon codes were used - [Exporting Accounts and Transactions to a Spreadsheet](https://support.enrollsy.com/en/articles/9020959-exporting-accounts-and-transactions-to-a-spreadsheet.md): Download your account or transaction data as a spreadsheet for reporting or bookkeeping - [Gateway Reports](https://support.enrollsy.com/en/articles/8950482-gateway-reports.md): Learn how to pull up reports within your merchant account portals - [Enrollment Reports — Find the Right Report for Your Data](https://support.enrollsy.com/en/articles/5184624-enrollment-reports-find-the-right-report-for-your-data.md): A quick guide to the enrollment reports available in Enrollsy and when to use each one - [Roster Reports — Print or Download Custom Attendance Sheets](https://support.enrollsy.com/en/articles/6719942-roster-reports-print-or-download-custom-attendance-sheets.md): Build a personalized roster with the dates, columns, and headers you need, then print or export it - [Check-In/Out Activity Report — Track Attendance Duration](https://support.enrollsy.com/en/articles/5598682-check-in-out-activity-report-track-attendance-duration.md): Download or print a report of Enrollee check-ins and check-outs - [Capacities Report](https://support.enrollsy.com/en/articles/9091192-capacities-report.md): Check how full your Programs and Classes are, then export the numbers whenever you need them - [How to Export Enrollment Periods](https://support.enrollsy.com/en/articles/6848857-how-to-export-enrollment-periods.md): Export active or archived enrollment data from Enrollsy in just a few clicks - [Class Lists and Attendance Sheets — Print or Download Class Information](https://support.enrollsy.com/en/articles/6197642-class-lists-and-attendance-sheets-print-or-download-class-information.md): Print a Class List, Class Summary, Check-In/Check-Out Sheet, Class Roster, Meal Attendance sheet, or All Class Lists report - [How to Use the Enrollees Table](https://support.enrollsy.com/en/articles/5845429-how-to-use-the-enrollees-table.md): A breakdown of every icon, view, and setting on the Enrollees table - [How to Create a Custom Report on the Enrollees Table](https://support.enrollsy.com/en/articles/5162701-how-to-create-a-custom-report-on-the-enrollees-table.md): Learn how to filter and export Enrollee/Class data - [Custom Report Examples](https://support.enrollsy.com/en/articles/5901451-custom-report-examples.md): See the different reports you can build in Enrollsy - [Create, Edit, and Manage Saved Views on the Enrollees Table](https://support.enrollsy.com/en/articles/6137616-create-edit-and-manage-saved-views-on-the-enrollees-table.md): Save your favorite column layouts and filters on the Enrollees Table so you can reload them in one click — here's how to create, use, edit, rename, and delete them - [How to Filter & Sort Enrollees on the Enrollee Table](https://support.enrollsy.com/en/articles/5371749-how-to-filter-sort-enrollees-on-the-enrollee-table.md): The Enrollee Table allows you to sort Enrollees based on a variety of options - [How to Use the People Page](https://support.enrollsy.com/en/articles/13772560-how-to-use-the-people-page.md): Learn how to sort and filter data to create a custom report - [How to View Timesheets for Instructors](https://support.enrollsy.com/en/articles/5162603-how-to-view-timesheets-for-instructors.md): Print and/or download timesheet reports for your teachers in three steps - [How to Create an Activities Report](https://support.enrollsy.com/en/articles/5162561-how-to-create-an-activities-report.md): Admins can run Reports for any Activity set up in Enrollsy - [How to Run a Report of Invalid Payment Plans](https://support.enrollsy.com/en/articles/9324709-how-to-run-a-report-of-invalid-payment-plans.md): Need to know who has an invalid Payment Plan? Here's how. - [How to Print a Report for FSA/Dependent Care](https://support.enrollsy.com/en/articles/8541923-how-to-print-a-report-for-fsa-dependent-care.md): Need to give a Customer a receipt for payments made for their Flexible Spending Account? Here's how. - [How to Bulk Add or Remove Tags](https://support.enrollsy.com/en/articles/7044972-how-to-bulk-add-or-remove-tags.md): Add or delete Tags from multiple Enrollees at one time - [About Tags & How to Create Them](https://support.enrollsy.com/en/articles/11107036-about-tags-how-to-create-them.md): What is a Tag, and where does it show up in Enrollsy? ## Integrations - [How to Setup and Sync QuickBooks](https://support.enrollsy.com/en/articles/5162823-how-to-setup-and-sync-quickbooks.md): Steps to sync your Enrollsy transactions with QuickBooks Online - [Troubleshooting QuickBooks Sync](https://support.enrollsy.com/en/articles/9406858-troubleshooting-quickbooks-sync.md): Common errors and solutions when syncing transactions to QuickBooks - [Manually Importing Transactions](https://support.enrollsy.com/en/articles/8950326-manually-importing-transactions.md): Import essential transaction data from Enrollsy for your accounting process - [How to Switch from Quickbooks Desktop to Quickbooks Online](https://support.enrollsy.com/en/articles/9888702-how-to-switch-from-quickbooks-desktop-to-quickbooks-online.md): Steps to Transition from QuickBooks Desktop \(QBD\) to a QuickBooks Online \(QBO\) - [How to Automate Tasks Using Zapier](https://support.enrollsy.com/en/articles/6512514-how-to-automate-tasks-using-zapier.md): With new Zapier integration, you can set up automations with a variety of Enrollsy tasks - [How to Add Zapier Segments to Programs](https://support.enrollsy.com/en/articles/6526134-how-to-add-zapier-segments-to-programs.md): Need to create a Zap? Learn how to add the events to your Programs - [Zapier Uses](https://support.enrollsy.com/en/articles/9824461-zapier-uses.md): See examples of Zaps you can create using Enrollsy triggers ## Forms & Documents - [Guide to Enrollsy Forms & Documents](https://support.enrollsy.com/en/articles/5672643-guide-to-enrollsy-forms-documents.md): All you need to know to assist you in creating Forms and Documents - [How to Create a Form that Needs to be Completed \(Not an E-Signature Document\)](https://support.enrollsy.com/en/articles/5259895-how-to-create-a-form-that-needs-to-be-completed-not-an-e-signature-document.md): Do you need to add a Form or Document for someone to "sign off" on? Follow these steps - [Working with PDF Documents](https://support.enrollsy.com/en/articles/5666215-working-with-pdf-documents.md): Learn how to download a PDF and other tips and tricks - [How to Add Documents to Multiple Programs](https://support.enrollsy.com/en/articles/5246838-how-to-add-documents-to-multiple-programs.md): Enrollsy makes it easy to add Program Forms and Required and E-Signature Documents in Bulk - [How to Add an Expiration Date to Documents](https://support.enrollsy.com/en/articles/8496674-how-to-add-an-expiration-date-to-documents.md): Need to expire a Required or E-Signature Document? Here's how! - [Ways to Handle Waivers in Enrollsy](https://support.enrollsy.com/en/articles/13976814-ways-to-handle-waivers-in-enrollsy.md): There are various ways to handle waivers from forms to documents - [Customer Access & Document Privacy](https://support.enrollsy.com/en/articles/14051259-customer-access-document-privacy.md): Which forms/documents Customers can edit/view and how to collect sensitive/personal information - [Activity Form Examples](https://support.enrollsy.com/en/articles/5872534-activity-form-examples.md): View some real-life examples of Forms that can be attached to one or more Activities for download/upload in the Customer App - [How to Attach a Photo to an Activity Form](https://support.enrollsy.com/en/articles/5210809-how-to-attach-a-photo-to-an-activity-form.md): Enrollsy allows you to upload an image to a form that you can then attach to an Activity - [How to Add an Activity Form to an Activity](https://support.enrollsy.com/en/articles/5188639-how-to-add-an-activity-form-to-an-activity.md): You can create a form and then attach it to an Activity - [About Required Documents](https://support.enrollsy.com/en/articles/5575164-about-required-documents.md): Learn what makes a document "required" - [How to Create a Required Document](https://support.enrollsy.com/en/articles/5162789-how-to-create-a-required-document.md): You can create and add a Document to any Program that can be filled out, signed, and uploaded - [How to Mark a Required Document as Completed](https://support.enrollsy.com/en/articles/5634596-how-to-mark-a-required-document-as-completed.md): Learn how to upload, mark as complete, or replace an existing Required Document or - [About E-signature Documents](https://support.enrollsy.com/en/articles/5849181-about-e-signature-documents.md): Learn what an E-sign Document is, why you might need it, and much more! - [How to Create, Test & Attach an E-signature Document](https://support.enrollsy.com/en/articles/5344730-how-to-create-test-attach-an-e-signature-document.md): Learn how to create, test and attach E-signature Documents - [How to Edit an E-Signature Document](https://support.enrollsy.com/en/articles/9084406-how-to-edit-an-e-signature-document.md): Learn how to update Documents for signature in Enrollsy - [How to Add Multiple Signers to an E-Signature Document](https://support.enrollsy.com/en/articles/5595796-how-to-add-multiple-signers-to-an-e-signature-document.md): When making a new E-signature Document, you can add as many Signers as needed - [How to Customize the E-Signature Document Email](https://support.enrollsy.com/en/articles/7948107-how-to-customize-the-e-signature-document-email.md): Learn how to add a custom message and subject line to the E-signature Document email - [What to do if a Customer Submits a Printed E-signature Document](https://support.enrollsy.com/en/articles/5607463-what-to-do-if-a-customer-submits-a-printed-e-signature-document.md): Steps to take if a Customer fills out & signs a paper Document - [How to View Documents](https://support.enrollsy.com/en/articles/5162611-how-to-view-documents.md): Once you send Required or E-signature Documents, you can search for those who have signed/submitted it and who has not - [How to Print Multiple Documents](https://support.enrollsy.com/en/articles/5589641-how-to-print-multiple-documents.md): Read this article to find the fastest way to print E-signature Documents - [How to Delete a Document and the Consequences](https://support.enrollsy.com/en/articles/5585602-how-to-delete-a-document-and-the-consequences.md): Find out what results if a Required or E-Signature Document is deleted - [How to Filter Enrollee Documents](https://support.enrollsy.com/en/articles/8549088-how-to-filter-enrollee-documents.md): How to find specific Documents for individual Enrollees - [How to Add or Upload a Document to an Account](https://support.enrollsy.com/en/articles/9400027-how-to-add-or-upload-a-document-to-an-account.md): Learn how to send Required or E-signature Documents to individual accounts - [How to Send Email Reminders for E-Signature Documents](https://support.enrollsy.com/en/articles/5380304-how-to-send-email-reminders-for-e-signature-documents.md): Learn how to send Email reminders for unsigned Documents - [How to Email a Copy of an E-signature Document](https://support.enrollsy.com/en/articles/7948106-how-to-email-a-copy-of-an-e-signature-document.md): Need to send a signed Document to another person? Here's how in three simple steps - [Troubleshooting E-signature Email Delivery](https://support.enrollsy.com/en/articles/12812349-troubleshooting-e-signature-email-delivery.md): Find out the reasons why E-sign Documents may not get sent out - [How to Send a Document to Multiple Enrollees](https://support.enrollsy.com/en/articles/5392400-how-to-send-a-document-to-multiple-enrollees.md): Send the same Document to many Enrollees by using the bulk Document feature - [About Mail Mergic & How it Works](https://support.enrollsy.com/en/articles/5935646-about-mail-mergic-how-it-works.md): For creating, printing, or emailing 1 or 1,000 custom PDFs using data from Enrollsy ## Attendance & Activities - [How to Create and Edit Activities & Activity Forms](https://support.enrollsy.com/en/articles/5162716-how-to-create-and-edit-activities-activity-forms.md): Enrollsy allows customizable Activities, such as Check In/Out, Health Check, Incident Reports, and much more! - [Activity Examples](https://support.enrollsy.com/en/articles/8646183-activity-examples.md): View some real-life examples of Activities that can be used in the Customer Portal or Instructor Portal - [How to Manage Activity Posts as an Admin](https://support.enrollsy.com/en/articles/5557257-how-to-manage-activity-posts-as-an-admin.md): How Admin users can post, edit, and view Activities - [How to Download Enrollee Photos](https://support.enrollsy.com/en/articles/8987215-how-to-download-enrollee-photos.md): Learn how to download and print default headshot photos - [Enrollee, Instructor, and Class Timelines: Where to Find Each One](https://support.enrollsy.com/en/articles/11654274-enrollee-instructor-and-class-timelines-where-to-find-each-one.md): Learn what each of Enrollsy's three Activity Timelines shows you and exactly where to access them across the Admin, Instructor, and Customer portals - [Tracking Instructor Enter/Exit](https://support.enrollsy.com/en/articles/5613718-tracking-instructor-enter-exit.md): Admins can enter an Instructor into and out of Classrooms - [Introducing the New Bulk Activities Button](https://support.enrollsy.com/en/articles/14896898-introducing-the-new-bulk-activities-button.md): A faster way for Customers, Instructors, and Admins to post Activities to multiple Enrollees, Classes, and dates at once. - [Create a Custom Roster with Activities](https://support.enrollsy.com/en/articles/8434760-create-a-custom-roster-with-activities.md): Learn how to add custom Activities to your attendance sheet - [How to Set Up a Kiosk](https://support.enrollsy.com/en/articles/5162814-how-to-set-up-a-kiosk.md): Learn how to set up your Kiosk to track Instructor/Enrollee time - [How an Admin can Check Out All Enrollees at the End of the Day](https://support.enrollsy.com/en/articles/5607595-how-an-admin-can-check-out-all-enrollees-at-the-end-of-the-day.md): Use the Ratios page to close a Class - [How Customer/Account Holders Check-In Via the Kiosk](https://support.enrollsy.com/en/articles/6989147-how-customer-account-holders-check-in-via-the-kiosk.md): Easily check in and out Enrollees through the Kiosk feature - [Troubleshooting Check In/Out](https://support.enrollsy.com/en/articles/8358115-troubleshooting-check-in-out.md): Steps to troubleshoot an Enrollee not showing up to be checked in - [How to Take Attendance as an Admin User](https://support.enrollsy.com/en/articles/14139906-how-to-take-attendance-as-an-admin-user.md): Learn how to post the attendance activity as an Admin - [How an Admin User Check In/Out Instructors](https://support.enrollsy.com/en/articles/14744066-how-an-admin-user-check-in-out-instructors.md): How admin users can check in/out instructors in the admin portal ## Communication - [About Text Message Pricing](https://support.enrollsy.com/en/articles/5328486-about-text-message-pricing.md): Learn what we charge for SMS Text Messaging - [SMS Compliance, Consent & Best Practices](https://support.enrollsy.com/en/articles/9123886-sms-compliance-consent-best-practices.md): Learn the best practices for sending text messages to your customers - [How Admins and Instructors can Text Other Admins or Instructors](https://support.enrollsy.com/en/articles/5592355-how-admins-and-instructors-can-text-other-admins-or-instructors.md): Learn how Admins text Instructors and a work-around, so Instructors can text Admins - [About SMS Texting](https://support.enrollsy.com/en/articles/12640858-about-sms-texting.md): Learn all about what SMS texting is and how it works in Enrollsy - [Enrollment Confirmation Emails](https://support.enrollsy.com/en/articles/5640923-enrollment-confirmation-emails.md): Control who receives an email on Admin-created Enrollments - [How an Admin User can Email & Manage Account Holder Emails](https://support.enrollsy.com/en/articles/5622090-how-an-admin-user-can-email-manage-account-holder-emails.md): Learn how and where to copy Customer emails - [Troubleshoot Why Customers are Not Receiving Email Notifications](https://support.enrollsy.com/en/articles/5162965-troubleshoot-why-customers-are-not-receiving-email-notifications.md): Fix common issues with email notifications - [Customer Email Notifications](https://support.enrollsy.com/en/articles/9590803-customer-email-notifications.md): Learn which email notifications are sent to customers/account holders - [About Class Email Reminders](https://support.enrollsy.com/en/articles/5162797-about-class-email-reminders.md): Send Email Reminders to Students in two easy steps - [How to Add Messages & Instructions to the Enroll Form or Customer Portal](https://support.enrollsy.com/en/articles/5735020-how-to-add-messages-instructions-to-the-enroll-form-or-customer-portal.md): Learn how to add customized messages to be shown at enrollment or in a customer account - [How to Create and Download Internal Notes](https://support.enrollsy.com/en/articles/8589452-how-to-create-and-download-internal-notes.md): Enter messages that can only be viewed by Admin users on Accounts or Enrollee pages - [How to Set up the Admin Notification Center](https://support.enrollsy.com/en/articles/5930437-how-to-set-up-the-admin-notification-center.md): Learn how to set up Admin-User specific notifications ## User Management - [Getting Started: New Admin User Training](https://support.enrollsy.com/en/articles/9888742-getting-started-new-admin-user-training.md): All the resources you need to get oriented to Enrollsy - [How to Add New Admin Users](https://support.enrollsy.com/en/articles/5377832-how-to-add-new-admin-users.md): Easily add and edit other administration users in Enrollsy - [Admin Permissions: Understanding & Editing Roles](https://support.enrollsy.com/en/articles/5941204-admin-permissions-understanding-editing-roles.md): When adding or editing Administrators, here are the permission you can have - [How to Edit Admin Users' Information or Email Notifications](https://support.enrollsy.com/en/articles/8242436-how-to-edit-admin-users-information-or-email-notifications.md): Need to change something in an Admin's profile? Here's how. - [Admin Login & Account Access](https://support.enrollsy.com/en/articles/5377830-admin-login-account-access.md): Use these steps to sign in to Enrollsy as an Administrator - [How Admin can Create their Own Instructor and/or Customer Account](https://support.enrollsy.com/en/articles/5592376-how-admin-can-create-their-own-instructor-and-or-customer-account.md): Learn how you can view Enrollsy from a Customer and/or Instructor point-of-view - [Succession Planning](https://support.enrollsy.com/en/articles/8950321-succession-planning.md): Ensure a successful pass-off of responsibilities - [FAQs Asked by Admin Users](https://support.enrollsy.com/en/articles/5389685-faqs-asked-by-admin-users.md): Frequently Asked Questions Company Admins ask answered - [Troubleshoot Not Being Able to Manage Classes, Enroll Form, etc.](https://support.enrollsy.com/en/articles/6882496-troubleshoot-not-being-able-to-manage-classes-enroll-form-etc.md): Learn how to edit permission for Admin and Instructor Users - [How to Import Accounts into Enrollsy](https://support.enrollsy.com/en/articles/5371858-how-to-import-accounts-into-enrollsy.md): No need to manually add accounts; learn to quickly add them - [How to Manage Enrollments, Enrollees, & Accounts](https://support.enrollsy.com/en/articles/5604779-how-to-manage-enrollments-enrollees-accounts.md): A guide to overall management of Enrollsy - [How Much Instructor Information is Visible to the Customer](https://support.enrollsy.com/en/articles/5162833-how-much-instructor-information-is-visible-to-the-customer.md): What customers see about teachers/instructors - [How to Save Customer Information](https://support.enrollsy.com/en/articles/9940087-how-to-save-customer-information.md): Find out where the save button is to make sure all edits are saved - [Admin View vs. Customer Portal Account Differences](https://support.enrollsy.com/en/articles/5820339-admin-view-vs-customer-portal-account-differences.md): How the Admin view differs from what Account Holders view on their Account and Billing page in the Customer Portal - [Helping Customers Sign In to Enrollsy](https://support.enrollsy.com/en/articles/6076248-helping-customers-sign-in-to-enrollsy.md): Download a free Customer log in instructions template - [How to Merge or Separate Accounts](https://support.enrollsy.com/en/articles/5162437-how-to-merge-or-separate-accounts.md): Sometimes 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 Accounts](https://support.enrollsy.com/en/articles/5320859-how-to-search-find-active-and-inactive-accounts.md): Finding someone's account in Enrollsy is simple - [How to Give an Account Holder Access](https://support.enrollsy.com/en/articles/5500736-how-to-give-an-account-holder-access.md): Enrollsy allows a Secondary Account Holder full access through the app or a browser with their own email and password. - [Understanding Inactive Accounts](https://support.enrollsy.com/en/articles/5162956-understanding-inactive-accounts.md): Learn what happens when an Account is made inactive - [How to Delete an Unneeded Account](https://support.enrollsy.com/en/articles/5604830-how-to-delete-an-unneeded-account.md): If 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 Account](https://support.enrollsy.com/en/articles/5803466-how-to-create-a-customer-account.md): Admin Users don't have to enroll someone to create an Account - [Account Holder Login: Common Questions](https://support.enrollsy.com/en/articles/5339941-account-holder-login-common-questions.md): Email addresses in Enrollsy - [How to Edit Account Holders & Change the Primary Account Holder](https://support.enrollsy.com/en/articles/14123806-how-to-edit-account-holders-change-the-primary-account-holder.md): Need to switch a Primary Account Holder to someone else? Here's how. - [How to Hide the Payment Section in the Customer Portal](https://support.enrollsy.com/en/articles/5973830-how-to-hide-the-payment-section-in-the-customer-portal.md): How to prevent Account Holders from making payments \(or editing payment methods\) - [How to Handle Customer Issues & Contact Support](https://support.enrollsy.com/en/articles/9114241-how-to-handle-customer-issues-contact-support.md): Find out what resources are available to assist your customers - [How to Add Another Enrollee to an Existing Account](https://support.enrollsy.com/en/articles/5162632-how-to-add-another-enrollee-to-an-existing-account.md): Follow these steps to add someone to an Enrollsy Account - [How to Find & Sort Enrollees in the Enrollees Table](https://support.enrollsy.com/en/articles/5371734-how-to-find-sort-enrollees-in-the-enrollees-table.md): Use sorting and filters to quickly locate enrollees by date or enrollment status - [How to Unenroll an Enrollee & Track Withdrawals](https://support.enrollsy.com/en/articles/5613675-how-to-unenroll-an-enrollee-track-withdrawals.md): Find out how to make sure you have withdrawal dates for all Enrollments - [How to Delete an Enrollee Record](https://support.enrollsy.com/en/articles/5604745-how-to-delete-an-enrollee-record.md): Learn what all takes place if an Enrollee is completely deleted in Enrollsy - [How to Add an Enrollee's Photo](https://support.enrollsy.com/en/articles/5192316-how-to-add-an-enrollee-s-photo.md): Including a picture of your Enrollees is helpful to get to know them - [How to Add a New Instructor](https://support.enrollsy.com/en/articles/5162750-how-to-add-a-new-instructor.md): Setting up your teachers on the Enrollsy Instructor page is simple. Learn how to do it in four easy steps. - [How to Edit Instructor Contact Information](https://support.enrollsy.com/en/articles/6797588-how-to-edit-instructor-contact-information.md): Has your staff contact info changed? Learn how to easily update it. - [How to Edit Instructor Permissions](https://support.enrollsy.com/en/articles/6424248-how-to-edit-instructor-permissions.md): Learn how to add or delete permissions for your Instructor or Support staff - [How to Add an Instructor to a Class](https://support.enrollsy.com/en/articles/5162627-how-to-add-an-instructor-to-a-class.md): It's simple to add a new Instructor to one of your classes - [How to Give Instructors Access to View or Edit Classes](https://support.enrollsy.com/en/articles/8443920-how-to-give-instructors-access-to-view-or-edit-classes.md): If your Instructors need to view or edit Classes, here's how to give them access - [How to Set Instructor Availability](https://support.enrollsy.com/en/articles/5739129-how-to-set-instructor-availability.md): Learn how to easily enter an Instructor's available times - [How to Add a Photo or Bio to the Instructor Profile](https://support.enrollsy.com/en/articles/6797612-how-to-add-a-photo-or-bio-to-the-instructor-profile.md): Easily identify Instructors or Staff with a photo and bio - [Can an Instructor use the Kiosk for Separate Roles?](https://support.enrollsy.com/en/articles/7238659-can-an-instructor-use-the-kiosk-for-separate-roles.md): Learn how Instructors who have different roles can still use the Kiosk - [How to Remove an Instructor or Staff](https://support.enrollsy.com/en/articles/5162898-how-to-remove-an-instructor-or-staff.md): What to do when an Instructor leaves your company - [How to Assist Instructors in Logging In to Enrollsy](https://support.enrollsy.com/en/articles/9247225-how-to-assist-instructors-in-logging-in-to-enrollsy.md): What to do if an Instructor gets an error message when signing in to Enrollsy - [How Instructors can Access Classes & Account Info](https://support.enrollsy.com/en/articles/9015148-how-instructors-can-access-classes-account-info.md): How to adjust permissions so staff manage Class and Account information - [Do Instructors Have Any Access to Documents or Data?](https://support.enrollsy.com/en/articles/14137091-do-instructors-have-any-access-to-documents-or-data.md): Learn what data/documents Instructors can access via the Instructor Portal ## Leads & Marketing - [How to View Leads or Contacts](https://support.enrollsy.com/en/articles/5392438-how-to-view-leads-or-contacts.md): Enrollsy captures the information on those who begin to enroll but don’t finish - [How to Text or Email Leads](https://support.enrollsy.com/en/articles/5831051-how-to-text-or-email-leads.md): Learn how to message those who try to enroll, but don't finish - [How to Export Leads](https://support.enrollsy.com/en/articles/6779181-how-to-export-leads.md): Learn how to export lead information to a spreadsheet - [Contact Leads Using Tags](https://support.enrollsy.com/en/articles/8950744-contact-leads-using-tags.md): How to use Tags to contact those who don't complete enrollment - [About the Submissions/Leads Page](https://support.enrollsy.com/en/articles/8950768-about-the-submissions-leads-page.md): Learn the importance of leads and how to use them for your business - [How to Edit a Lead](https://support.enrollsy.com/en/articles/8950782-how-to-edit-a-lead.md): See how to edit or delete a lead \(person who doesn't complete enrollment\) - [How to Track Marketing](https://support.enrollsy.com/en/articles/9761099-how-to-track-marketing.md): Learn the steps to add a redirect URL page to track marketing clicks ## Instructor Portal - [FAQs Asked by Instructors](https://support.enrollsy.com/en/articles/5849560-faqs-asked-by-instructors.md): Frequently Asked Questions Company Instructors ask answered - [How to Use the Instructor App](https://support.enrollsy.com/en/articles/5162940-how-to-use-the-instructor-app.md): Learn how Instructors can use the app to see Classes, send Texts, log Activities, and more! - [How to Log In to the Instructor Portal](https://support.enrollsy.com/en/articles/5377474-how-to-log-in-to-the-instructor-portal.md): Learn how to sign in \(and reset password\) to Enrollsy's Instructor App - [Managing Your Profile and Availability](https://support.enrollsy.com/en/articles/9011081-managing-your-profile-and-availability.md): Need to change profile or availability info or add a photo or bio? Here's how. - [Entering & Exiting Classrooms](https://support.enrollsy.com/en/articles/5377676-entering-exiting-classrooms.md): Instructors can enter and exit classrooms to keep ratios accurate - [How to View Classes in the Instructor Portal](https://support.enrollsy.com/en/articles/11690118-how-to-view-classes-in-the-instructor-portal.md): As an Instructor, see a list of classes & students, view account info, and more! - [How Instructors Can Send and Receive Texts from Account Holders](https://support.enrollsy.com/en/articles/5377681-how-instructors-can-send-and-receive-texts-from-account-holders.md): Learn how the text feature works for instructors - [How Instructors Can Call Account Holders](https://support.enrollsy.com/en/articles/6766389-how-instructors-can-call-account-holders.md): Easily call Account Holders within the Instructor Portal - [How to Log Meal Counts for Multiple Enrollees](https://support.enrollsy.com/en/articles/5598690-how-to-log-meal-counts-for-multiple-enrollees.md): Find out how to enter meals per Class in the Instructor App - [How Instructors Manage Attendance in the Instructor Portal](https://support.enrollsy.com/en/articles/6604951-how-instructors-manage-attendance-in-the-instructor-portal.md): Learn how Instructors can easily take attendance in the Instructor App - [How to Post a Photo to an Activity Timeline](https://support.enrollsy.com/en/articles/5192269-how-to-post-a-photo-to-an-activity-timeline.md): Photos can be shared with one or many Enrollees at once in the Instructor App - [How to Transfer an Enrollee to another Class](https://support.enrollsy.com/en/articles/6802338-how-to-transfer-an-enrollee-to-another-class.md): Learn how to use the new "Room Transfer" feature - [How Instructors Log & View Activities & Timelines](https://support.enrollsy.com/en/articles/5377480-how-instructors-log-view-activities-timelines.md): Learn how to check in/out Enrollees and how to log Activities - [How Instructors Use the Kiosk](https://support.enrollsy.com/en/articles/5162826-how-instructors-use-the-kiosk.md): Teachers/Instructors can easily log time through using the Kiosk in Enrollsy ## Customer Portal - [How to Contact Support as a Customer](https://support.enrollsy.com/en/articles/6564177-how-to-contact-support-as-a-customer.md): If you or your child is enrolled in a company that uses Enrollsy, find out how to contact support - [FAQs Asked By Customer/Account Holders](https://support.enrollsy.com/en/articles/5849564-faqs-asked-by-customer-account-holders.md): Frequently Asked Questions Company Account Holders ask answered - [Intro to the Enrollsy Customer Portal](https://support.enrollsy.com/en/articles/5162946-intro-to-the-enrollsy-customer-portal.md): Enrollsy's Customer App allows for ongoing interaction and engagement - [Customer Portal Training Videos](https://support.enrollsy.com/en/articles/8950473-customer-portal-training-videos.md): Here's a library of videos to support your Customers - [How to Log In to the Customer Portal](https://support.enrollsy.com/en/articles/5376926-how-to-log-in-to-the-customer-portal.md): Get started in Enrollsy by downloading the app and getting logged in - [How to Add a Customer Login to your Website](https://support.enrollsy.com/en/articles/6118651-how-to-add-a-customer-login-to-your-website.md): Easily add a button or text link for your customers to sign in to Enrollsy - [How to Enroll as a Customer](https://support.enrollsy.com/en/articles/8178014-how-to-enroll-as-a-customer.md): An overview of how to enroll and/or re-enroll a student in the Enrollsy Enroll Form. - [How to Cancel a Class as a Customer](https://support.enrollsy.com/en/articles/8395899-how-to-cancel-a-class-as-a-customer.md): Learn how to cancel a Class in the Customer Portal - [How to View Enrollments in the Customer Portal](https://support.enrollsy.com/en/articles/9441702-how-to-view-enrollments-in-the-customer-portal.md): See how to view all enrollments in the Customer Portal - [How to Edit Account & Enrollee Information in the Customer Portal](https://support.enrollsy.com/en/articles/8178386-how-to-edit-account-enrollee-information-in-the-customer-portal.md): An overview of how to make payments, view Transaction History, and update payment information. - [How to Give a Secondary Account Holder Access to the Enrollsy Account](https://support.enrollsy.com/en/articles/12744127-how-to-give-a-secondary-account-holder-access-to-the-enrollsy-account.md): Steps Primary Account Holders need to take to give Secondary Account Holders access to their account - [How to Fill Out Additional Information in the Customer Portal](https://support.enrollsy.com/en/articles/7049632-how-to-fill-out-additional-information-in-the-customer-portal.md): If you are a Customer or Account Holder, learn how to access your Enrollsy account to fill out additional information - [How to Print Statements, Receipts & Invoices in the Customer Portal](https://support.enrollsy.com/en/articles/5855087-how-to-print-statements-receipts-invoices-in-the-customer-portal.md): Learn how to view and print financial records in the Customer Portal - [How to View Your Financial Account](https://support.enrollsy.com/en/articles/5377387-how-to-view-your-financial-account.md): Learn about how to read the Transaction History in Enrollsy - [How to Make a Payment in the Customer Portal](https://support.enrollsy.com/en/articles/5377389-how-to-make-a-payment-in-the-customer-portal.md): Find out how to pay one or more invoices or make a custom payment - [How to Add or Edit Payment Methods in the Customer Portal](https://support.enrollsy.com/en/articles/5506904-how-to-add-or-edit-payment-methods-in-the-customer-portal.md): Learn how to add or change your payment information in the Customer App - [How to Purchase a Gift Card](https://support.enrollsy.com/en/articles/5671978-how-to-purchase-a-gift-card.md): Gift Cards can be purchased upon enrollment or in the Customer App - [How to View and Respond to SMS Text Messages](https://support.enrollsy.com/en/articles/6609924-how-to-view-and-respond-to-sms-text-messages.md): Learn how to view and respond to messages sent from Enrollsy - [How to Opt-Out or Opt-In to SMS Texts](https://support.enrollsy.com/en/articles/6330724-how-to-opt-out-or-opt-in-to-sms-texts.md): Here's what to do to no longer recieve text messages from Enrollsy - [How to Download or Upload a Document in the Customer Portal](https://support.enrollsy.com/en/articles/5575206-how-to-download-or-upload-a-document-in-the-customer-portal.md): Learn how to upload required documents in the Enrollsy Customer App - [How to Receive and Complete E-signature Documents](https://support.enrollsy.com/en/articles/5593199-how-to-receive-and-complete-e-signature-documents.md): Learn how to sign Documents from Enrollsy - [How to View Shared Content in the Customer Portal](https://support.enrollsy.com/en/articles/5376948-how-to-view-shared-content-in-the-customer-portal.md): Learn how to view shared meeting links, videos, etc. - [How to Check-In/Out in the Customer Portal](https://support.enrollsy.com/en/articles/6601145-how-to-check-in-out-in-the-customer-portal.md): The steps to checking in/checking out Enrollees in Enrollsy - [How to View and Log Activities in the Customer Portal](https://support.enrollsy.com/en/articles/8174352-how-to-view-and-log-activities-in-the-customer-portal.md): Learn how to find and view Activities and log Activities in the Customer Portal - [How to Set Up or Reset Kiosk PIN \(Customer Portal\)](https://support.enrollsy.com/en/articles/8429697-how-to-set-up-or-reset-kiosk-pin-customer-portal.md): Learn how Account Holders can reset the Kiosk PIN within the Customer app