You want a quick summary your organisation’s settings
This document assumes the following:
You have an Enrolmy Account
You know how to log into your Enrolmy Account
Access your Settings
Click the Main Navigation + > Settings.
OR click your name in the top-right corner > Your Settings.
You will see the Settings Panel on the left.
Please use these links to find out more about how to complete the pages shown in the Settings Panel.
Set up what your Customers see when they book into your Activities
Set up payment and invoice details
Enable Credit Card payments
Enter your Terms and Conditions
Choose questions to ask parents when enrolling their children
Create Tags and Tag Groups to sort Customers easily
Add additional questions to your Safety Form
Set up sessions to use in your Activities
Create Registration Items to add to you Activities
Create Additional Items to add to your Activities
Create Venues to select in your Activities
Create different Categories for your Activities' sessions
Roll Call Names
Create Roll Calls for Tutors to use on-site
Set-up a discount using Promo Codes to give to your Customers
Add new staff, edit staff access
Complete your Chart of Accounts
Advanced Org Setup
Set up Time-zones, Pin Codes, Setting Locks, Code embedding and Notifications
View and edit default App Settings
View and edit your details
Change your Enrolmy password
Billing and Account
Access your Enrolmy Subscription billing information
(only available to Customers on the Enterprise plan)
Yay! You now know what you can find in your Enrolmy Settings.