Some of your programs may be a remote-only program or class and you need to provide your enrollees links to gated content like Zoom meeting links, Google Meet links, YouTube links, Vimeo links, or other content. How do enrollees view these things in the customer portal? Learn how right here.

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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.

Enrollsy's Activity Timeline is a powerful feature for keeping a history of your interactions with your Enrollees. Enrollsy comes with a few default custom activities. We knew from the start people would want to create custom activities. Learn how to do that 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.

Do you have a convenience fee or a tax? You can configure Enrollsy to charge your customers a flat amount and/or a percentage of the payment amount. Click here to learn how.

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Class descriptions are visible to your customers in the following places:

1. Customer portal.

2. Enroll form (if your programs allow for "Class selection").

3. In the enrollment confirmation emails.

Click here to see how to set Class descriptions

If you or your customer made used the wrong email address and the E-Signature document got sent to the wrong email address, you can change the signer's email address. Click here to learn how

If you have Enrollees in a Waitlist and a spot opens up in a Class, follow these steps to move the Enrollee over into the Class list they have been waiting for.