Scenarios:

  1. You want a quick summary of the main areas of Enrolmy

This document assumes the following:

Main Navigation Bar

This is the set of blue tabs as shown below:

Main Nav Pages

Functions

Activities

Create, edit and manage all of your Activities 

Customers

Enrolmy CRM. You can add customers, edit existing ones, find enrolment forms and customer information here.

Money

Enrolmy Financial tools. You can create, edit and send invoices and credit notes. Payment tracking. 

Insights

View insights on charged sessions, session revenue and total invoiced (only available to customers on the Enterprise plan).

Communications

Send, Create and Manage emails here. 

Subsidies

Track all of your WINZ payments (Available for NZ customers only).

Settings

View and edit your Enrolmy Organisation Settings

Xero Sync

Everything Xero-related - Xero Sync, Error Logs

Active/Creative Kids Vouchers

Track all Vouchers here (Available for NSW customers only).

 

Bell icon

Receive and respond to any enquiries that come through your Minisite.

Question mark

Search the Enrolmy Knowledge Base for any questions you may have.

Awesome! You can now navigate through your Enrolmy Instance!