Managing Your Customers

Everything you need to know about managing your customers on Enrolmy

FAQ's For Customers

The Customers Tab Explained

Enrolmy Customer Accounts Explained

Enrolmy Customer Status Definitions

Blacklisting

Discounts associated with Customers

Customer Tags

Quick Book

Customer Changes

How To Handle Bookings Funded By Other Organisations

How Your Parents Can Navigate Enrolmy

How To Set The Number Of Days An Account Is 'New'

How To Archive/Unarchive Customer Accounts

Account Change History - Tracking Changes

Export Customer Data

Importing Your Customers Into Enrolmy

Add A New Customer To Your Database

How To Mark a Parent Account as a Staff Member Account

Customer Flags - How it Works

Customer Notes in Enrolmy

How To Add Children To Parent Account

Managing Shared Care Arrangements

How To Grant/Revoke Parent Permissions

How To Handle Duplicate Customer Accounts

How To Merge A Placeholder Account With An Active Account

How To Add A Scanned Document To A Contact

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