Main Navigation Bar
This is the set of tabs on top of the page as shown below:
Main Navigation Pages | Functions |
---|---|
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 |
Money | Enrolmy financial tools. Create, edit and send invoices and credit notes, and track payments |
Insights | View core reports available in Enrolmy. Advanced reports are available to Enterprise customers, or to be purchased as add-on |
Roster | Manage your Staff Roster |
Communications | Send, create and manage emails |
Subsidies | Track and manage all of your WINZ payments |
Xero Sync | Manage your Xero integration |
Settings | View and edit your Enrolmy Organisation Settings |
Inbox icon | Receive and respond to any enquiries that come through your Enrolmy Minisite. |
Your business logo | Information about your subscription and active attendees. Quick navigation to your account settings, billing, and the Enrolmy Knowledge Base for any questions you may have. |