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.
Often times as an Account holder who already has someone enrolled you want to enroll them again in another program. This can easily be done from within the Enrollsy App.
After enrollment, your customer may change their mind and want a different schedule. Or you are simply wanting to change around some class assignments. In Enrollsy, this is simple to do one-by-one or in bulk. Read more.
You may have noticed the deactivate button on the Account level in Enrollsy. The question is, what happens when you click that button? Learn more here.
Let's face it, not everyone sticks around for the long-haul. When someone cancels or withdraws from a program, it's important that you know what to do. This answer will explain.
Being able to export enrollee and class data is a common request. Everyone has different needs for class/enrollee data, and knowing how to export it for your own needs is an important aspect of using Enrollsy. Read more about this here.
Enrollsy was made to let people enroll themselves. Having said that, sometimes you need or want to add someone to an existing account on your own. See how to do this here.
If you want to categorize your Leads or Enrollees using custom labels, you may want to create and use Tags. Tags make grouping data and filtering easier. Read more.
For a number of reasons, schools are typically interested in knowing the real-time teacher to student ratio when their classes are running. This requires that teachers and students are marked as present. Watch for updates from us on the Ratios feature, but in the meantime, you can learn all about it here.
When someone enrolls twice and uses a different email address each time (hard to believe this happens, we know), you end up with two identical Accounts with different email addresses. Of course, this is not how it's supposed to work, so once you've identified these duplicate Accounts, you're naturally going to want to merge them. Here we talk about the easiest way to do this.
Learning to leverage modern software is becoming a workplace necessity. So, one of our goals is to make using Enrollsy easy by helping our customers learn the lingo of our product. Read more.