Familiarising Yourself With Enrolmy
Scenarios:
You want a quick summary of the main areas of Enrolmy
This document assumes the following:
You have an Enrolmy Account
You know how to log into your Enrolmy Account
Main Navigation Bar
This is the set of blue tabs as shown below:
Main Navigation 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!
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