Our customer definitions guide will help you understand what different status’s inside your Enrolmy account mean, the reason for them, and how to convert different statuses. See the chart below.

Customer Tab Statuses

Status

Reason

How to convert

A placeholder status reflects that the customer has been added to the Enrolmy system by a staff member in your organisation.  The customer has not yet created an Enrolmy account nor completed their enrolment forms or paid for invoices.

To convert placeholder accounts to new accounts, select the action cog > select resend invitation. An email link will be sent to get the customer started on Enrolmy.

A new customer status shows that the customer was recently added to your Enrolmy account and has logged in for the first time. You can set the length of time an account shows as New in your app settings

Your organisations staff can invite these NEW customers to book activities. See how to invite customers to book activities here. (ADD LINK TO INVITE TO BOOK ACTIVITIES DOC)

An active customer reflects that the customer has an Enrolmy account and has made at least one booking with you.

No further action needs to be made.

An archived customer is one that your organisations staff have removed from your active CRM.

If this is a duplicate account, please see our duplicate account help guides on how to manage these.(ADD LINK TO DUPLICATE ACCOUNTS DOC)


Team Sorter Statuses

Status

Reason

How to convert

A Team Placeholder is a player that has not officially registered via Enrolmy.   Placeholder can be added to a team by team managers, or by you or your staff.

If an email is provided for this player, it is possible to invite them to officially register with Enrolmy. To send an Invite to Register email, select the action cog > select resend invitation. An email link will be sent to get the customer started on Enrolmy.

 A manager status reflects that the customer was assigned a management role within a team by one of your organisations staff members. OR the customer themselves signed up as a team manager.

No further action needs to be made.

An unconfirmed status reflects that the player has made full payment against their invoice (if applicable) BUT an email confirming they are in the team has NOT been sent to them.

To confirm the player, select the action gear cog, and CONFIRM team. A confirmation email will be sent to the player letting them know their place in x team has been confirmed. Their status will update to CONFIRMED.

An invoiced status shows that the customer has booked in and been sent an invoice to pay.

No further action needed.

A registered status shows that a player has registered for a team sports or tournament activity, but not yet been added to a team.

Organisations staff member needs to add the registered attendee to a team and confirm the team/player.

N/A

An N/A status reflects that the customer has not had an invoice generated for them.

Not all activities need invoices generated OR some activities like Team Sports and Tournaments; need staff to generate invoices after the team has been confirmed.

Money Tab Statuses

Status

Reason

How to convert

A paid status reflects that the customer has made full payment against their invoice.

No further action needs to be made.

An Outstanding status means that the invoices has been “Approved” and is awaiting payment by the customer.

Send an outstanding invoice reminder to the customer to encourage swift payment.

An outstanding status shows that the invoice is now passed it “Invoice Due” date. You can set the invoice due date at the time you create your activities. Customers must pay their invoice before the “Invoice Due” date or else it becomes Overdue.

Send an overdue invoice reminder to the customer to encourage swift payment.

Draft invoices are only visible to your staff members. All invoices that are automatically created by Enrolmy begin as “Draft” invoices.  All “Draft” invoices need to be “Approved” before they are visible to customers.  Staff can review and edit draft invoices before sending to the customer to make payment.

Convert “Draft” invoices to “Outstanding” invoices by selecting the invoice and then “Approving” the invoice. If you “Approve and email” the invoice Enrolmy will email the invoice to your customer with instructions to make payment.

A “Void” status reflects an invoice that has been voided/deleted by an admin in your organisation

No further action needed.

N/A

An N/A status reflects that the customer has not had an invoice generated for them.

Not all activities need invoices generated OR some activities like Team Sports and Tournaments; need staff to generate invoices after the team has been confirmed.

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