What is Enrollsy?
Enrollsy is presented as an enrollment operating system for the enrollment-based or instructor-led business. Its core features are industry agnostic and include:
- Enrollment
- Customizable enrollment form
- Conditional logic
- 13 unique field types
- Enrollment flows for adults only, kids only, and adults and kids
- Optional delayed intake section for intake conditional on Program/Class selection
- Six different enrollment views (Picklist, Days-of-the-week, List, Multi-List, Week Calendar, and Month Calendar)
- Ideal for businesses doing group, private, or virtual Programs/Classes...or a combination of all of these
- Payment
- Integrated into the Enrollment Form
- Allows for one-time, recurring, scheduled, and user-defined amounts
- Credit Card and ACH options
- Three merchant account options
- Optionally pass through service/convenience fees
- Issue full and partial refunds directly from within Enrollsy
- Add Payers and Portions
- It can handle divorced/blended families and other payment scenarios
- Create custom payment schedules
- Weekly, every 2 weeks, every 3 weeks, every 4 weeks, monthly, every 1-6 months
- Automated payment emails and SMS messages
- Configurable scheduling
- Reduce A/R
- Options to force auto-pay or make it optional
- Reporting, Dashboards, & Financial
- See payment, enrollment, and capacity trends at a glance
- Reports are downloadable as .CSV
- A/R reports
- Transaction history reports
- Fees/Discounts reports
- Customizable demographic reports
- Activity reports
- Track attendance, check-in/out, and any other custom activity
- Activities are posted to Enrollees' Activity Timelines by:
- Admins
- Instructors
- Account Holders
- Quickbooks Integration
- Online
- Desktop
- Classroom Management, CRM
- Manage classes
- Capacities
- Instructors
- Class assignments
- Sort and manage data
- Tags for custom sorting
- Text and email all records or customized lists
- Other bulk actions
- Capture leads
- Sell gift cards
- Apps and Portals
- Native iOS and Android Apps for Instructors and Customers
- Webview of the app available in browser
