Scenarios:

  1. You want a quick summary your organisation’s settings

This document assumes the following:

Access your Settings

  • Click the Main Navigation + > Settings.

  • OR click your name in the top-right corner > Your Settings.

You will see the Settings Panel on the left.

Settings Summary

Please use these links to find out more about how to complete the pages shown in the Settings Panel.

Minisite Settings

Set up what your Customers see when they book into your Activities

Invoice Settings

Set up payment and invoice details

Credit Card Setup

Enable Credit Card payments

T's + C's Setup 

Enter your Terms and Conditions

Safety Form Setup

Choose questions to ask parents when enrolling their children

Manage Tags Setup 

Create Tags and Tag Groups to sort Customers easily

Custom Questions Setup 

Add additional questions to your Safety Form

Session Pricing Setup

Set up sessions to use in your Activities

Registration Pricing

Create Registration Items to add to you Activities

Additional Items

Create Additional Items to add to your Activities

Venues Setup

Create Venues to select in your Activities

Session Categories

Create different Categories for your Activities' sessions

Roll Call Names

Create Roll Calls for Tutors to use on-site

Promo Codes

Set-up a discount using Promo Codes to give to your Customers

Manage Staff

Add new staff, edit staff access

Xero Integration

Complete your Chart of Accounts

Advanced Org Setup

Set up Time-zones, Pin Codes, Setting Locks, Code embedding and Notifications

App Settings

View and edit default App Settings

Profile Settings

View and edit your details

Change Password

Change your Enrolmy password

Billing and Account

Access your Enrolmy Subscription billing information

WINZ Statement Email Forwarding Setup

(only available to Customers on the Enterprise plan)

Yay! You now know what you can find in your Enrolmy Settings.