Where To Find The Customers Section And Related Status Column?
1. Head to the Customers section within your instance (account)
2. Here, you will find various tabs that can have one of the statuses described in the table below:
All Accounts
Accounts with current bookings
Dormant
New Accounts
Archived Accounts
Placeholder Accounts
The Customer Section And Related Status Column Explained
The table below explains each Status and how to convert it.
Status | Definition | Explanation | How to convert |
 | A Placeholder account is one that you created, which the customer does not have access to unless invited. | This status reflects that a member of your organisation has added the customer to the Enrolmy system. However, the customer has not created an account, completed the enrolment form, 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 account is one created by a parent within the last 21 days. | The “21 days” value can be personalised for each Enrolmy user by going to Settings → App Settings → New Account Tag. | Your staff can invite these NEW customers to book activities. |
 | An Active account reflects that the customer has an Enrolmy account. | This is an account that a customer has access to and is actively using. It was created by the customer or may have previously been a Placeholder account that you created. Bookings aren’t considered here - an Active account may or may not have a current booking. | No further action is needed. |
 | An account that is associated with a current booking. | An account with an active current booking made by a staff member or a customer. | N/A |
 | An account that has not made a new booking in a while | An account is automatically tagged as dormant if their latest activity attended concluded a year ago, and they have not made a booking since. | Your organisation's staff can invite these customers to book activities. |
 | An account that has not made a new booking in a long while | An account is automatically tagged as dormant if their latest activity attended concluded over two years ago, and they have not made a booking since. | Your organisation's staff can invite these customers to book activities. |
 | An account that has been archived from your view | It only hides the account from view; it does not disable access for a parent. An Archived account may become Active again automatically if the customer makes a new booking using that account. | If this is a duplicate account, please see our duplicate account help guide on how to manage these. |