Skip to main content
Skip table of contents

Familiarising Yourself With Enrolmy


  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 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

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!

Last Updated:

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.