The Customers Tab Explained

The Activities Tab

The following sub-tabs are available:

Sub-tabs	Explanation

Active accounts	An Active account reflects that the customer has an Enrolmy account.
Accounts with current bookings	An account that is associated with a current booking.
New accounts	A New account is one created by a parent within the last 21 days.
Placeholder accounts	A Placeholder account is one created by the provider, which the parent does not have access to unless invited.
Incomplete safety forms	Accounts who have incomplete safety forms.
Imported customers	Accounts whom have been imported into Enrolmy via a CSV document.
Direct discount customers	An account associated with a discount added to their account or promo code usage.
Blacklisted customers	An account that has been blacklisted due to unpaid invoices or merely just banned.
Archived customers	An account that has been archived from view by the provider.

Functionality	Explanation

Add Adult	You can add an adult to your Enrolmy database.
Quick Book	You can quick book an adult with a child to your Enrolmy database.
Invite to Book	Inviting your current customers to book into a specific activity.
Email	You can easily email your entire Enrolmy database.
Print Safety Form	You can use this to print blank safety forms or print off completed safety forms.
Tag	You can tag a customers in order to filter your database more easily and efficiently.
Export to CSV	Should you need to export any important information, you can do so by exporting as a CSV.
Invoice	By selecting the Invoice button, you will directed to create a manual invoice.
Archive	You can archive certain customers in order to clean up your Enrolmy database.
Search	Use the search bar to find your customers easily.
Filters	You can filter your customer data based on your search needs.

Last Updated: 19 Oct 2022