Familiarising Yourself with the Enrolmy site

 

How to Log into Enrolmy

1. Head to https://enrolmy.com/login?full and input your login details 

 

Main Navigation Bar

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Activities - Create, Edit and manage all of your Activities 

Customers - Enrolmy CRM. You can add customers, edit existing ones, find enrolment forms and customer information here.

Money - Enrolmy Financial tools. You can create, edit and send invoices and credit notes. Payment tracking. 

'+' Tab -

  • Communication - Send, Create and Manage emails here. 
  • Settings - Manage and edit your Enrolmy Organisation settings 

To enable the following options you will need to contact Enrolmy Support here.

  • Active/Creative Kids Vouchers (NSW Only) - Track all Vouchers here.
  • Subsidies (NZ Only) - Track all of your WINZ payments. 
  • Xero Sync - This tab contains everything Xero related. 

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The Bell icon - Receive and respond to any enquiries that come through your minisite.

Help Centre Options

- Book a training session with an Enrolmy Staff member

- Find Enrolmy Resources such as help guides in the Enrolmy Knowledgebase 

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Settings Page

You can access your Enrolmy organisation settings through the '+' Tab or by clicking on your name in the top right-hand corner.

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Here you will find all of your Enrolmy Organisation Account Settings

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