Familiarising Yourself with Enrolmy
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
Create, edit and manage all of your Activities
Enrolmy CRM. You can add customers, edit existing ones, find enrolment forms and customer information here.
Enrolmy Financial tools. You can create, edit and send invoices and credit notes. Payment tracking.
View insights on charged sessions, session revenue and total invoiced (only available to customers on the Enterprise plan).
Send, Create and Manage emails here.
Track all of your WINZ payments (Available for NZ customers only).
View and edit your Enrolmy Organisation Settings
Everything Xero-related - Xero Sync, Error Logs
Active/Creative Kids Vouchers
Track all Vouchers here (Available for NSW customers only).
Receive and respond to any enquiries that come through your Minisite.
Search the Enrolmy Knowledge Base for any questions you may have.
Awesome! You can now navigate through your Enrolmy Instance!