Enrollsy, Inc.
Enrollsy, Inc.
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Tips & Tricks: Duplicate to Build Programs & Classes
How to Duplicate an Enrollment Period Click on the down arrow beside the enrollment period. Select the cog icon to open up the settings. Click the duplicate icon. Select duplicate to copy that enrollment period. Click done when the duplication is finished. Click OK.How to Duplicate a Program Go to the programs page. Click the three dots beside the program. Select duplicate. Be sure to change the program options to differentiate the new program. Click add to duplicate the program.How to Duplicate a Class Go to the classes page. Find the program to the left. To duplicate one or more classes in that program, select the duplicate classes button. Select the classes to duplicate. Click the duplicate button. Choose the program where you want the duplicated classes to go. Click confirm. Click done when it's finished duplicating.How to Duplicate One Class into the Same Program Click the down arrow beside the class. Select the pencil icon. Click duplicate at the top. Enter the name of the new class and any other information. Click done.The class will be duplicated with the new information entered.
Переглядів: 39

Відео

Tips & Tricks: Make Programs Private for Exclusivity
Переглядів 4521 день тому
Step-by-Step Guide: How to Make a Program Private and Public Go to the programs page. Click the edit pencil on the program you want to modify. Click on the "Advanced Settings" option. Switch the toggle to the "on" position beside "Make Private". Click the "Save" button to save the changes. Click the link provided to access the private program. Copy the private link for future use. Note: Private...
Tips & Tricks: Archive Enrollment Periods/Programs
Переглядів 2121 день тому
How to Archive Programs and Enrollment PeriodsArchiving Programs Click the three dots beside the program you wish to archive. Choose Archive. A confirmation dialog will display, listing the effects of archiving a program. Click the Archive button.To archive multiple programs: Select the programs you wish to archive. Select the Bulk Archive button at the top of the page. Click the Archive button...
Tips & Tricks: Inclusivity with Enroll Form Hints
Переглядів 30Місяць тому
Step-by-Step Guide: Adding Hints to Enroll Form Fields Go to the Enroll Form page. On the Default Fields section, locate the field you want to add a hint to. Click on the cog icon next to the field to open the field settings. Under the Basic Settings tab, you will find the hint blank. Type in your desired hint in the provided field. Click Save to save the hint. Repeat steps 2-6 for any other de...
Tips & Tricks: Enrollment Welcome Messages
Переглядів 18Місяць тому
Step-by-Step Guide: How to Manage Welcome Messages on My Company Page Go to the My Company page. Click on the Enroll Form Settings. Click the down arrow beside the Enrollment Welcome Message setting. Select the plus button to add a new welcome message. Enter the welcome message internal name. Copy and paste or type in your content. You can include images and links. Click the Add button to add t...
Tips & Tricks: Terms & Conditions for Different Programs
Переглядів 13Місяць тому
Step-by-Step Guide: Adding Terms and Conditions to ProgramsStep 1: Accessing Enroll Form Settings Go to the My Company page. Click on the Enroll Form Settings.Step 2: Creating New Terms and Conditions Click on Terms and Conditions. Select the plus button to create a new terms and conditions. Add the internal name of the terms and conditions. Customize your terms by adding copy, links, and image...
Tips & Tricks: Add Company Tax ID
Переглядів 12Місяць тому
Step by Step Guide: Updating Tax ID Number in My Company Settings Go to My Company Click on My Company Settings Scroll down until you see the Tax ID number Enter the Tax ID number Click Save Settings
Tips & Tricks: Portal Default Pages
Переглядів 34Місяць тому
Step-by-Step Guide: Editing Portal Settings Go to the My Company page. Locate and click on the Portal setting. On the Portal setting page, find the option to edit the Instructor Portal default page. Click on the edit button next to the Instructor Portal default page. Make the necessary changes to the Instructor Portal default page. Repeat steps 3-5 for editing the Customer Portal default page. ...
Tips & Tricks: Rosters with Activities
Переглядів 27Місяць тому
Tips & Tricks: Rosters with Activities
Allow Customers to Cancel Classes within the Customer Portal
Переглядів 47Місяць тому
Allow Customers to Cancel Classes within the Customer Portal
Tips & Tricks: Membership Feature with Automatic Tagging
Переглядів 17Місяць тому
Tips & Tricks: Membership Feature with Automatic Tagging
How to View Classes in the Instructor Portal
Переглядів 113 місяці тому
Viewing Classes in the Instructor PortalStep-by-Step Guide to View Classes in the Instructor Portal Click on the Classes tab in the navigation bar. Select the enrollment period from the drop-down menu in the top left corner. Select the program from the program list under the enrollment period. Click on the calendar icon to view the classes in calendar view. Switch to a different view by clickin...
How to View Activities & Timelines in the Instructor Portal
Переглядів 43 місяці тому
How to View Activities & Timelines in the Instructor Portal
How to Create Saved Views on the Enrollee Table
Переглядів 43 місяці тому
Edit Saved Views on the Enrollee TableEdit Saved Views on the Enrollee TableStep 1: Accessing EnrolleesSelect enrollees or the equivalent in the navigation bar.Step 2: Navigating to Enrollments TabClick on the enrollments tab.Step 3: Showing or Hiding Columns Click on the columns button to show or hide columns. Check or uncheck the column options in the sidebar to view those columns.Step 4: Reo...
How to Edit Saved Views on the Enrollee Table
3 місяці тому
Edit Saved Views on the Enrollee TableEdit Saved Views on the Enrollee TableStep 1: Accessing EnrolleesSelect enrollees or the equivalent in the navigation bar.Step 2: Navigating to Enrollments TabClick on the enrollments tab.Step 3: Showing or Hiding Columns Click on the columns button to show or hide columns. Check or uncheck the column options in the sidebar to view those columns.Step 4: Reo...
Ways to Take Attendance in the Instructor Portal
Переглядів 824 місяці тому
Ways to Take Attendance in the Instructor Portal
How to Create a Class-Level Waitlist
Переглядів 315 місяців тому
How to Create a Class-Level Waitlist
How to Set Up a Kiosk
Переглядів 535 місяців тому
How to Set Up a Kiosk
Setting Up and Using the Kiosk Feature
Переглядів 225 місяців тому
Setting Up and Using the Kiosk Feature
How to Post a Photo to an Activity Timeline
Переглядів 155 місяців тому
How to Post a Photo to an Activity Timeline
How to Send out E-Signature Documents
Переглядів 275 місяців тому
How to Send out E-Signature Documents
How to Edit Invoicing Frequency
Переглядів 115 місяців тому
How to Edit Invoicing Frequency
How to Add Documents to Multiple Programs
Переглядів 135 місяців тому
How to Add Documents to Multiple Programs
How to Edit Program Options
Переглядів 165 місяців тому
How to Edit Program Options
How to Set Up a New Instructor Profile
Переглядів 136 місяців тому
How to Set Up a New Instructor Profile
Proration Support Video
Переглядів 176 місяців тому
Proration Support Video
Create a Custom Roster with Activities
Переглядів 197 місяців тому
Create a Custom Roster with Activities
How to Edit Class Schedules
Переглядів 177 місяців тому
How to Edit Class Schedules
How to Move a Field in the Enroll Form
Переглядів 177 місяців тому
How to Move a Field in the Enroll Form
How to Add Other Languages to the Enroll Form
Переглядів 167 місяців тому
How to Add Other Languages to the Enroll Form