Knowledge Base
▼ Enrolmy Overview.
    [NZ Only] Enrolmy Definitions - Terminology.
    [NZ only] Familiarising Yourself With Enrolmy.
    How Providers Login To Enrolmy.
    How To Check Enrolmy's System Status.
    How Can I Get Support from Enrolmy?
    Additional Enrolmy Training and Support.
    How To Change Your Email Address.
    Business Ownership Change - What Happens to Your Enrolmy Account.
▼ Enrolmy Subscriptions.
    [NZ only] Where to Find Enrolmy's Plans & Pricing.
    [NZ Only] Your Monthly Enrolmy Subscription Invoice.
    How To Find Your Subscription Details.
    [NZ & AU] How to Pause Your Enrolmy Subscription.
    [NZ Only] Enrolmy's Subscription Payment Methods.
    How Subscription Active Attendee Numbers are Calculated.
    How To Update Your Monthly Subscription Invoice Recipient.
    [AU Only] Enrolmy's Subscription Payment Methods.
    Provider Portal Troubleshooting Steps.
    [AU only] Familiarising Yourself With Enrolmy.
    [UK only] Familiarising Yourself With Enrolmy.
    Enrolmy Definitions - Terminology.
▼ Enrolmy Apps.
▼ Enrolmy Sign In Kiosk App.
    How to Download and Use the Sign-in Kiosk App (Tablet App)
    How To Log In To The Enrolmy Sign In Kiosk.
    How To Sign Attendees In & Out On The Enrolmy Sign In Kiosk Using The Pick Up Pin Mode.
    How To Sign Attendees In & Out On The Enrolmy Sign In Kiosk Using The Signature Mode.
    Customer Visibility of Pick Up PIN.
    Staff Visibility of Pick Up PIN.
    How To Maintain Your Device for the EMY Sign-In Kiosk App.
    How To Refresh The EMY Sign-In Kiosk App.
    Enrolmy Sign-In Kiosk App PIN.
    Enrolmy Sign-In Kiosk App Troubleshooting.
▼ Enrolmy for Providers App or Mobile App.
    How to Access & Download the Enrolmy for Providers Mobile App.
    Maintaining The Enrolmy for Providers App.
    How To Login on the Enrolmy for Providers App.
    All Attendees Tab on the Mobile App.
    How Staff Sign Attendees In & Out on the Enrolmy for Providers Mobile App.
    Attendee Information View in Sign In/Out Tab.
    Mark A Future Booking Absent on the Enrolmy for Providers App.
    How Staff Use Roll Calls on the Enrolmy for Providers App.
    Info Tab Explanation on the Enrolmy for Providers App.
    The Menu Tab on the Enrolmy For Providers App.
    How to Quick Book on the Enrolmy for Providers App.
    Troubleshooting the Enrolmy for Provider App.
    Identifying A New Attendee On The Enrolmy For Provider App.
▼ Communication.
    Emailing Your Customers - Overview.
    Enrolmy Communications Status Definitions.
▼ Transactional Texts.
    How To Send Text Messages To Staff.
    How To Send Text Messages To Customers.
    How To View Sent Text Messages.
    Enrolmy Payment Receipt Explained.
    How To View Sent Emails.
    How To Send Promotional Emails.
    How To Unsubscribe Customers From Emails.
    How To Create Personal Email Templates.
    How To Set A New Email Template As Default.
    How To Insert Links Within Emails.
    How To Modify System Emails.
    Emails Going To Spam.
    How To Bulk Email.
    FAQ's For Communication And Settings.
    Find Unsubscribed Email Contacts List.
    How To Add Attachments To Emails.
▼ New Updates for Enrolmy.
    2024 Feature Release - Brevo & Feefo Integrations
    2024 Feature Release ~ EMY Dashboard
    2024 Feature Release ~ New Reports and Insights Space
    Release Round Up.
    New Feature ~ Inactive by Default Sessions
    New Feature ~ Site Coordinator Enrolmy App Access
    The Latest Application Updates
    New Feature ~ Waitlist Automation Options
    New Feature ~ Your Enrolmy Dashboard
    New Features ~ Reports and Insights Space
▼ Activities.
▼ Enrolmy QR Codes.
    Utilising QR Codes Overview.
    Find & Print QR Codes.
    How Your Customers Use QR Codes.
    Manage Attendance Using QR Codes.
▼ Activity Overview.
▼ [NZ Only] The Activities Tab.
    How To View History Of An Activity.
    Single Attendee List View Attendance Explained.
    How To Print A Single Child Attendance.
    FAQ's For Activities.
▼ Attendance Reconciliation.
    How To Reconcile Attendance.
    Mark Absences In Bulk.
    Daily Attendance Reconciliation Across Multiple Activities In Bulk (Enterprise Only).
    How To Print Attendance Sheets.
    How To Add Attendance Notes.
    How To Upload Paper Attendance.
    Export Pick-Up Lists To CSV.
▼ Waitlisting.
    Exclusive Period For Waitlisted Customers - Setting Combinations.
    Moving Attendees From A Waitlist to An Active Booking Waitlist Email Notifications.
    Customer Moving Themselves Off A Waitlist.
    What Customers See When a Booking Gets Waitlisted.
    What A Provider Sees When Bookings Are Waitlisted.
    Show Remaining Places On Booking Calendars.
    Waitlist Settings Overview.
▼ Activity Management.
▼ Safety Forms.
    Your Customers' View Of Safety Form Reminders.
    Find Completed / Incomplete Safety Forms.
    How To Print Blank Safety Forms.
    How To Print A Completed Hardcopy Safety Form.
    How To Manage Incomplete Safety Forms.
    How To Send Enrolment Form Reminders.
▼ Bookings.
    Managing Booking History.
    How To Accept/Decline Bookings.
    How To Add Attendees To A Day Of An Activity.
    Adding Walk-in Attendees To Your Activities.
    Inviting Attendees From A Concluded Activity To A Future Activity.
▼ Promoting Activities.
    How To Activate The PDF Preview.
    How To Promote Your Activities.
    How To Publish Activities.
    How To Add Tiles To Another Minisite.
    Inviting Customers To Register For An Activity.
    Securing Places For Preferred Customers In An Activity.
    [AU & UK] The Activities Tab.
▼ Setting Up Activities.
    Adding and Removing URL Links To Activities.
    Invoice In Advance Or Arrears?.
    How To Assign Staff To Activities.
    How To Close Off Sessions And Make Them Unbookable.
    How To Create A Copy Of A Current Activity.
    Incorrect Activity Set-Up.
    Editing Activity Settings Once Created or Bookings Taken.
    Removing Days From An Activity.
    Adding Days To An Activity.
    Credit/Debit Card Only Activities: Failure To Pay On Time.
▼ Invoicing in Advance and Pending Adjustments.
    Invoice In Advance: Booking Modification Explanation For Providers.
    How Adjustments Are Created.
    Where To Find Adjustments.
    How To Convert Adjustments.
    Voiding Adjustments.
    Dealing With Converted Adjustments.
▼ Activity Types.
    Enrolmy Activity Types And What To Expect.
▼ Teacher Only Day Activity.
    Create A Teacher Only Day Activity.
    Managing Teacher Only Day Activity While Running A BASC Activity.
▼ Before and After School Care Activity.
    Setup Before & After School Care Activity Type.
    [NZ] BASC Booking Setting Explained.
    BASC Sign In/Out Workflow For Onsite Staff.
    [NZ] Generating Invoices When Invoicing in Arrears.
    Invoice In Advance: Your Customers Booking Process for BASC.
    Invoice In Advance: Parent Modification Outcomes (Before and After School Care).
    How To Mark A Future Booking As Absent.
    Ways To Manage Future Booking Changes.
    How To Modify A BASC Booking.
    Prompt Payment Discount.
▼ Prepayments.
    Prepayment Requests.
    Managing Prepayments in Enrolmy.
    Managing Prepayments in Xero.
    [AU & UK] BASC Booking Setting Explained.
    [AU & UK] Generating Invoices When Invoicing in Arrears.
▼ Online Activity.
    Setup Your Online Activity.
    Online Listing Activity FAQs.
▼ Registration Activity.
    Registration / Subscription Activity Type Explained.
▼ One Day Only Activity.
    Setting Up A One Day Event Activity.
▼ Team Sports.
    Creating A Team Sports Activity.
    Using the Team Sorter In Team Sports.
    Printing Team Lists In Team Sports.
    Moving Attendees To Other Activities In Team Sports.
    Cancel An Unpaid Booking In Team Sports.
    Cancel A Paid Booking In Team Sports.
    Tracking Additional Items For Team Sports.
    How To Setup Free Trials In Team Sports.
    Convert Free Trial Into Full Term Booking For Team Sports.
▼ Enquiry Only Activity.
    Setting Up The Enquiry Only Type Activity.
▼ External Redirect Activity.
    External Redirect Activity Type Set Up.
▼ Classes and Lessons.
    [NZ] Setting Up Classes and Lessons Activity.
    How To Setup Free Trials In Classes And Lessons Activity Type.
    Adding Attendees To Classes & Lessons Activity.
    Cancelling A Booking For Classes & Lessons.
    Editing Classes And Lessons Activity Once Bookings Have Been Made.
    Editing A Classes & Lessons Booking.
    Moving Or Adding An Attendee: Classes And Lessons.
    Convert Free Trial Into Full Term Booking.
    Tracking Additional Items For Classes & Lessons.
    Registered Versus Booked In For Classes & Lessons.
    How To Roll Over A Classes And Lessons Booking To Next Term.
    How Your Customers Can Modify A Classes & Lessons Booking.
    [AU] Setting Up Classes and Lessons Activity.
    [UK] Setting Up Classes and Lessons Activity.
▼ Holiday Programmes.
    [NZ] Setting up your Holiday Programme.
    Your Customer Modification Of A Holiday Programme Booking.
    How to Cancel Holiday Programme Bookings.
    Creating A Trip Day For Holiday Programmes.
    Holiday Programme Sign In/Out Workflow For Staff.
    Enrolmy Tools: Category Selection.
    [AU] Setting up your Holiday Programme.
    [UK] Setting up your Holiday Programme.
▼ Camps.
    Setting Up Your Camp Activity.
    How To Manage Cancellations Within A Camp Activity Type.
    Tracking Additional Items for Camps and Sports Registrations.
    Promo Codes
▼ Discounts.
    Activity Discounts & How They Apply.
    Discount FAQ's.
    Prompt Payment.
    Full Week Discount.
    Direct Discounts.
▼ Money.
    FAQ's for Money and Accounting Processes.
    Enrolmy Money Status Definitions.
▼ Invoices.
    Xero Overpayments In Enrolmy.
    New Invoice/Credit Note Layout.
    How To Manually Create An Invoice.
    Edit The Bill Payer On An Invoice.
    How To Edit An Invoice.
    Concise Versus Detailed Invoices.
    How To Void An Invoice.
    How To Remove Or Edit A Payment On A Paid Invoice.
    View Invoices From Enrolmy In Xero.
    How Draft Invoices and Credit Notes Work.
    Export Invoices and Credit Notes.
    Enrolmy Invoices vs Xero Invoices.
    How To Send Invoice Reminders.
▼ Credit Notes.
    How To Manually Create A Credit Note.
    Edit The Bill Payer On A Credit Note.
    How to Edit A Credit Note.
    How To Remove An Applied Credit Note.
    Credit Visibility Within Parent Portal.
    Customer Credit Allocation Within Parent Portal.
    How To Allocate Credit Notes To Invoices.
▼ Refunds.
▼ How to Manage Refunds Using Enrolmy.
    How To Process Credit/Debit Refunds.
    How To Process A Bank Transfer Refund.
    Funding Your Organisation's Online Payments Account.
▼ Statements.
    Difference Between Activity & Outstanding Statements.
    When & How To Use Outstanding Statements.
    Outstanding Statements View For Your Customers.
    When & How To Use Activity Statements.
    Activity Statements View For Parents.
▼ Payments.
    How To Reconcile Payments - Using Enrolmy and Xero.
    How To Reconcile Bank Transactions - Using Enrolmy + Other Systems.
    Customer Balance Differences in Xero Compared To Enrolmy.
    Communicate Payment Reference Needs To Customers.
    Payment Receipts.
▼ EMY-Pay.
▼ Online Payments Transactions.
    Online Payment Transactions Explained.
    Payout Schedule Explained.
    How to Reconcile Online Payments Transactions.
    How Online Payment Fees are Managed in Xero.
    How To Restore Deleted Credit/Debit Card Payments.
    Stripe Transactional Bank Account in Xero.
    Transitioning from Using the Stripe Suspense Account to Using the Stripe Transactions Bank Account in Xero.
    Balancing your Stripe Suspense Account.
    Online Payments FAQs.
▼ Payment Instalments.
    FAQ's For Payment Instalment Plans.
    Overview Of Payment Instalments.
    [UK Only] How To Setup Payment Instalments.
    EMY Parent Portal View of Payment Instalments.
    How To Identify Customers Using Payment Instalments.
    Overview Of OSCAR Subsidies And Payment Instalments.
    How To Setup Payment Instalments.
    [UK Only] Overview Of Payment Instalments.
    Overview Of Subsidies/Vouchers And Payment Instalments.
    End Of Financial Year FAQs.
▼ Insights.
▼ Activity Reporting.
    How To Generate A Full Attendance Report.
    How To Generate A Daily Attendance Reconciliation Report.
    How To Generate An Attendance Report.
    How To Generate An Weekly Attendance Report.
    Daily Attendance Report for OSCAR Base Grant (MSD).
▼ Financial Reporting.
    Financial Reports Overview.
    Dynamic Revenue Recognition Report.
    Managed Revenue Recognition Report.
    Accrued Revenue Report.
    Generate A Receivables Report.
▼ Insights Tab.
    Enterprise Only: Consolidated Accrued Revenue Report.
    Enterprise Only: Multi-Instance Full Attendance Report.
    Target vs Actual Bookings Report.
    Cost and Profitability Report.
    Daily Signed in Attendees Report.
    Merchandise Sales Report.
    Daily Attendance Comparison Report.
    Age Breakdown Report.
    Invoicing Summary Report.
    Totals Invoiced Report.
    Booking Trends Report.
    The Latest Full Attendance Report.
▼ Enrolmy Dashboard.
    Dashboard FAQ's.
▼ Roster.
    Enrolmy Staff Rostering.
    Staff Roster Overview.
    Activate Roster Add-On.
    In-app Roster Setup Checklist.
    Staff Rostering Terminology.
    The Rostering Menu Explained.
    How To Connect Activities To The Roster.
    How To Set Up Staff Rostering Tags.
    How To Assign Roster Tags To Staff.
    How To Assign Region Tags To Venues.
    Rostering Staff Management.
    Activities Within Roster Explained.
    How To Create, Edit, Delete or Apply Roster Templates.
    Roster Calendar Explained.
    How To Publish And Email Roster To Staff.
    How To Add/Create An Individual Shift.
    How to Make Changes To A Published Staff Roster.
    How Staff Clock In and Clock Out.
    How To Roster A Staff Shift Onsite.
    Roster Reconciliation Dashboard Explained.
    Daily Time Sheet Reconciliation Explained.
    Time Sheet Reconciliation Process.
    Time Sheet Summary Report Explained.
    Roster Approval Period Settings.
    Roster Timesheet Settings Explained.
    How to Export Finalised Timesheet.
    Staff Rostering App.
▼ Subsidies.
▼ WINZ (OSCAR Subsidies) Management.
    FAQ's for WINZ (OSCAR Subsidies)
    Overview of WINZ (OSCAR Subsidies) Reconciliation in Enrolmy.
    How To Handle WINZ (OSCAR Subsidies) Payments on Enrolmy.
    How To Handle WINZ (OSCAR Subsidies) Payments Inside Xero.
    How to Handle WINZ (OSCAR Subsidies) Payments That Do Not Relate To An Activity.
    How To Change The Week On WINZ (OSCAR Subsidies) Statements.
    How To Delete An Incorrectly Uploaded WINZ (OSCAR Subsidy) Statement.
    Restricting Booking Modifications For WINZ OSCAR Customers.
    WINZ Arrears Payments Versus Regular Payments.
    Understanding WINZ Colour Codes.
    Allocate WINZ Payments To Multiple Venues.
    How To Identify WINZ Overpayments.
    How To Refund WINZ Overpayments.
    How To Handle WINZ (OSCAR Subsidies) Reconciliation If An Error Occurs.
    How to set up WINZ OSCAR Subsidy Rates.
    View OSCAR Subsidy Reconciliation In Xero.
▼ Active and Creative Kids Vouchers.
    FAQs For Active And Creative Kids Voucher.
    How To Handle Active And Creative Kids Vouchers In Enrolmy.
    How To Manually Enter Active And Creative Kids Vouchers In Enrolmy.
    How Customers Use Active And Creative Kids Vouchers.
▼ UK Subsidy Management.
    UK Subsidies Section Explained.
    FAQs For UK Subsidies.
    How To Enable UK Subsidies.
    How To Create Xero UK Subsidy Account Codes.
    Overview of UK Subsidy Reconciliation in Enrolmy.
    How To Export A UK Subsidy Bank Statement.
    How To Handle UK Subsidy Payments in Enrolmy.
    How To Manually Add Attendees To A UK Subsidy Payment Batch.
    How to Handle UK Subsidy Payments in Xero.
    UK Subsidy Booking Modifications Explained.
▼ Irish Subsidy Management.
    Irish Subsidies (NCS) Summary Explained.
    Irish Core Funding Caps.
    Irish Subsidy (NCS) Status and Icon Explanations.
    FAQ's for Irish Subsidies.
    How To Handle Irish Subsidies On Enrolmy.
    Irish Subsidy Attendance Adjustments.
    Editing and Updating NCS Subsidy Details For Child.
▼ Xero Integration.
▼ Integrating to Xero.
    FAQ's For Xero Integration.
    How To Handle Your Financial Transition To Enrolmy Using Xero.
▼ Three Key Steps To Integrate With Xero Successfully.
    Step 1: How To Connect Enrolmy To Xero.
    Step 2: How To Set Your Xero Chart Of Accounts In Enrolmy.
    Step 3: How To Setup Xero Tracking Codes In Enrolmy.
▼ Enrolmy/Xero Contacts.
    How To Setup Enrolmy Customer IDs Against Xero Contacts.
    Create A Xero Bank Rule Using Enrolmy ID's.
    How To Transition From One Xero Account To Another.
    How To Remedy Credit Card Payments And Prepayments going Into Incorrect Xero Bank Account.
▼ Syncing to Xero.
    How To Undergo A Xero Sync.
    How To Resolve Xero Sync Issues.
    How to Back-Date a Xero Sync.
▼ Settings.
    [NZ Only] Your Organisation Settings.
▼ Essentials Setup.
    Minisite Settings.
    [NZ Only] Invoice Settings.
▼ Credit Card Setup.
    [NZ Only] How To Enable EMY Pay.
    Australia: EMY Pay Transaction Fee Explanation.
    Canada: Stripe Credit-Card Transaction Fee Explanation.
    Great Britain: Stripe Credit-Card Transaction Fee Explanation.
    New Zealand: EMY Pay Transaction Fee Explanation.
    EMY Pay Setup Error Messages.
    Approved Banks with EMY Pay.
    [AU only] How To Enable EMY Pay.
    Your Ts & Cs (Terms & Conditions).
    [UK Only] Invoice Settings.
    [AU Only] Invoice Settings.
▼ Safety Form Setup.
    Safety Form Overview.
    Safety Form Completion Before Payment.
    Upload Medical Information In The Safety Form.
    How to Add Tags.
    Custom Questions in the Safety Form.
▼ Activity Settings.
▼ Session Pricing.
    How To Set Up Sessions.
    Considerations For Changes In Session Settings.
    Recurring and Casual Bookings.
    How To Setup Full Week Sessions.
    How to Setup Linked Activity Sessions.
    How to Coordinate Overlapping Sessions.
    Venues in Enrolmy.
    How To Setup Activity Categories.
▼ Promo Codes.
    EMY How To Setup Promo Codes
    EMY How To Send Promo Codes To Customers
    EMY Promo Codes: Reusability Definitions
    EMY How To View Customer Promo Code Use
    EMY How Your Customers Use Promo Codes In Booking Process
▼ Local Settings.
    How To Add/Edit School Terms.
    How To Add/Edit Tax Rates.
▼ Advanced Settings.
▼ Manage Staff.
    Staff User Access Levels Explained.
    Invite Staff To Join Enrolmy.
    How To Resend Staff Invite Email.
    How Staff Create Login Credentials To Join Enrolmy.
    How To Add/Edit Miscellaneous Invoice Items.
    Setup WINZ Statement Email Forwarding to Enrolmy (Enterprise Feature Only)
▼ Advanced Org.
    Publishing Your Activities on Your Website Only.
    How To Turn Off Organisation Email Notifications.
    How To Remove Activity Tiles From Another Minisite.
    How To Lock Specific Settings in Enrolmy.
    How To Filter Activity Tiles On Your Website.
    Enterprise Only: No Discount for Casual customers.
▼ Billing Setup.
▼ Text Messages.
    SMS Regulations on Enrolmy Software.
    What Is A Transactional Text?
    How To Buy Credit Bundles for Text Messaging (SMS).
    Text Message Bundles for New Zealand Providers.
    Text Message Bundles for Australian Providers.
    Which Users Can Send Text Messages (SMS).
    Updating your Credit Card for your Enrolmy Subscription.
    How To Update Organisation Account Information.
▼ Integrations.
▼ Brevo Integration.
    FAQ's For Brevo Integration.
    Brevo Integration Setup, Import History Information and Disconnection Instructions.
▼ Feefo Integration.
    FAQ's For Feefo Integration.
    Feefo Integration Setup And How It Works.
    Xero Integrations.
    [AU & UK] Your Organisation Settings.
▼ Customers.
▼ Managing Your Customers.
▼ Blacklisting.
    Blacklisting: How It Works?
    Blacklisting: What Parents See While Booking or Changing Existing Booking.
    Blacklisting: What Providers Can See.
    Enterprise Only: Blacklist Threshold Automation.
    Blacklisting Vs Flagging The Customers.
▼ Discounts associated with Customers.
    How To Add Direct Discounts.
    How To Filter Direct Discount Customers.
▼ Customer Tags.
    How To Tag A Customer.
    How To Filter Your Customers By Tags.
▼ Customer Changes.
    How To Request Changes To Family Details.
    How To Modify Your Second Caregiver Details.
    How To Separate Parent Accounts.
    Customer Flags - How it Works.
▼ Customer Account Management.
    How To Handle Bookings Funded By Other Organisations.
    How To Set The Number Of Days An Account Is 'New'
    How To Archive/Unarchive Customer Accounts.
    Account Change History - Tracking Changes.
    Add A New Customer To Your Database.
    How To Mark a Parent Account as a Staff Member Account.
    Customer Notes in Enrolmy.
    How To Add Children To Parent Account.
    Managing Shared Care Arrangements.
    How To Grant/Revoke Parent Permissions.
    How To Handle Duplicate Customer Accounts.
    How To Merge A Placeholder Account With An Active Account.
    [To Delete] How To Add A Scanned Document To A Contact.
▼ My Customers.
    FAQ's For Customers.
    The Customers Tab Explained.
    Enrolmy Customer Accounts Explained.
    Enrolmy Customer Status Definitions.
▼ Quick Book.
    How To Quick Book A New Customer.
    How To Quick Book A Family With Two Kids.
▼ Importing & Exporting Customer List.
    Export Customer Data.
    Importing Your Customers Into Enrolmy.
▼ Help Guides for your Customers.
▼ Enrolmy Parent Portal.
    How To Update Safety Form Details.
    How To Change Your Password.
    How To Contact The Activity Provider Directly.
    How To Add or Remove Payment Details.
    How To Pay Invoices Using Credit/Debit Card.
    How To Log in to Enrolmy.
    How to Add Multiple Invoices To Cart.
    How You Can Navigate Enrolmy.
    How To Use Enrolmy QR Codes.
▼ Customer View of Bookings and Modifications.
    How To Avoid Duplicate Bookings.
    How To Rebook Into A Published Activity.
    How To Use Active And Creative Kids Vouchers.
    Enrolmy Parent Portal Account Closure.
▼ Onboarding.
    How To Communicate Changes To Your Customers.
    Requesting Training and Support.
▼ Your Safety/Enrolment Form.
    Set up your Safety/Enrolment Form.
    Adding more questions to Safety Form.
▼ Your Subsidies.
    NZ - WINZ Reconciliation.
    AU - Active Kids and Creative Kids Vouchers.
    UK - Subsidy Management.
▼ Your Activity Settings.
▼ Your Activity Sessions.
    Coordinating Overlapping Sessions.
    Understanding Recurring vs Casual Bookings.
    Create your Sessions.
    Your Venues.
▼ Your Staff's Enrolmy Access.
    Adding Staff to Enrolmy.
    Enrolmy user access levels.
▼ Your Essential Settings.
    Set up your Minisite.
    Set up your Invoices.
▼ Set up your Online Payments Account.
    Australia: Credit-Card Transaction Fee.
    Canada: Credit Card Transaction Fee.
    Great Britain: Credit Card Transaction Fee.
    New Zealand: Credit Card Transaction Fee.
    Set up your Terms & Conditions.
▼ Onsite Apps for Enrolmy.
▼ Mobile App / Provider's App.
    Accessing Attendee Info Within Enrolmy for Providers Mobile App.
    Signing Attendees In & Out Using Enrolmy for Providers App.
    Download the Enrolmy for Providers Mobile App.
▼ Sign In Kiosk App.
    Signing Attendees In & Out using PIN.
    Signing Attendees In & Out Using Signature.
    Download the Sign-in Kiosk / Tablet App.
▼ Integrating Your Xero to Enrolmy.
    Financial transition to Enrolmy using Xero.
▼ Integrating your Xero.
    Step 2: Set up your Chart of Accounts.
    Step 1: Connect Enrolmy to Xero.
    Step 3: Set up Xero tracking codes (Optional)
    Syncing Enrolmy to Xero.

Convert Free Trial Into Full Term Booking.

Interactive Tutorial

Open in new window

How To Convert Free Trials Into Full Term Bookings

If you have not yet set up free trials for your Classes & Lessons activity and would like to do so, please click here.

  1. Within your classes and lessons activity, select Booked in

  2. Click the Action cog next to the free trial customer you wish to convert

  3. Select Convert to Full Booking

Select Customer Term Dates

  1. You will then see a screen similar to the screenshots below

    • Check that the dates are correct for the free trials and normal sessions

    • Ensure that you also check the prices for each session in the Total Fees section

  2. Select Save and create pending adjustments 

  1. Select the adjustment and click Convert to Invoices and Credit Notes 

  1. Click approve and email invoice

Email Confirmation To Customers

The customer should receive an automatic email if...

  • The trial session was yesterday

  • They weren't absent for your trial

  • They have no more active bookings in the activity

  • They haven't received a "your free trial has ended" email before.

How Settings Work 

  • No obligation free trial + Pro-rata: customer must pay for free trials and all future sessions

  • No obligation free trial (no pro-rata): customer must pay for all sessions (i.e full price)

  • Free trial + Pro-rata: customer only needs to pay for future sessions

  • Free trial (no pro-rata): customer must pay for all sessions except the free trials

Last Updated