Customer Flags
When setting flags for a Customer, you can choose multiple flags out of the following:
Mum
Dad
Caregiver
Oranga Tamariki
Debt Management
SEND Needs
Transport
Do not use
No longer attending
Special Permission
WINZ
Allow Discount
Sponsored
Staff
Important
How To Use Customer Flags
Head to the Customers tab.
Find the customer you would like to flag.
You can either open the customer’s profile or select the Action cog.
Then click Set Flags.
Select the appropriate flags for this customer (More than one may be selected).
What A Provider Can See
The Customer Flags will be appended to the end of a customer's name everywhere the name is shown within the Enrolmy app, including printed sheets. This is how the flags will display:
Under the Customers tab
Under the Customer's profile
While adding to the Activity
Under the Money, Credit Notes, and Statements areas, the provider can see flags appended to the customer's name.
In the Mobile App - under the Attendees' view and the customer's profile
Flags in Customer’s View
The customer will not have flags displayed at their Parent portal.
The flags will also not be seen in the Parent Kiosk App:
