Ok, you're ready to get that first customer enrolled but you need to make sure your legal/financial terms and conditions are agreed to at the time of enrollment. How do you add these in Enrollsy? Learn how right here.
Enrollsy comes with a pretty good set of reports out of the box. However, you might be wondering where to look if you're trying to report on data that's unique to your business? Customer demographics, how people answered specific questions in your Enrollment Form, or maybe you want to export your data for some other reason. What you need are powerful tools for choosing what data to display and how to filter that data. For any of these use-cases, you can read how to do it here.
If you have open enrollment, using Enrollsy is easy. You set up your programs once, and they run forever. However, if you have Enrollment Periods, for example, which coincide with the school year, you will need to understand what to do as you near the end of one Enrollment Period and begin enrollment in a new one. Learn more here.
If you're using a website builder like Webflow that supports HTML embed components, you can give your customers a seamless enrollment experience that makes both enrollment and payment fast, secure, and easy. Learn how to do it here.
You've just completed your set up of Enrollsy and published your custom enroll form. Now what? How do people get to it? You might be looking for some verbiage you can use to send out an email to all of your existing and prospective customers so they can get enrolled. Get more information here.
After your programs have already begun this year, you may allow for late-comers. In this case, you may want to charge a prorated enrollment fee for only the days that they will attend until the end of the program. With Enrollsy, this can be automated and managed easily on a per-program basis. Read more.
In this context, the term "Tuition" will be used to mean a program's scheduled Auto-Billing fee.
After your programs have already begun this year, you may allow for late-comers. In this case, you may want to charge a prorated tuition for only the days that they will attend until the next Auto-Billing cycle. With Enrollsy, this can be automated and managed easily on a per-program basis. Read more.
Before you make your enroll form available to the public, chances are you're going to want to do some testing and verify everything is set up correctly. See what needs to happen before you publish. Read more.
If you've heard us say Enroll Form, that might confuse you a little because you're used to an Enroll Form being a PDF or some kind of document that is downloaded off of your site or emailed to a prospective customer. Learn how Enrollsy's Enroll Form was designed to solve more problems than just data intake.