Scenarios:

  1. You are a provider and you want to know how Customer Flags work.

  2. You want to add easily visible information to an account for special attention.

  3. You want to differentiate between duplicate accounts.

This document assumes the following:

  • The customer has an Enrolmy account.

Customer Flags

When setting flags for a Customer, you can choose multiple flags out of the following:

  • Mum

  • Dad

  • Caregiver

  • Oranga Tamariki

  • Debt Management

  • Transport

  • Do not use

  • No longer attending

  • Important

How To Use Customer Flags

  1. Head to the Customers tab.

  2. Find the customer you would like to flag.

  3. Click the Action cog.

  4. Click Set flags.

  5. Select the appropriate flags for this customer (More than one may be selected).

What A Provider Can See

The Customer Flags will be appended to the end of a customer's name everywhere the name is shown within the Enrolmy app, including printed sheets. This is how the flags will display:

  • Under the Customers tab

 

  • Under the Customer's profile

 

  • While adding to the Activity

  • Under the Money, Credit Notes, Statements areas, the provider can see flags appended to the customer's name.

  • In the Mobile App - under the Attendees view and the customer's profile

 What A Parent Can See

The parent will not have flags displayed at their Parent portal, but they will be able to see them in the Parent Kiosk App:

Congratulations! You now understand how Customer Flags work!

Last Updated: