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[UK only] Familiarising Yourself With Enrolmy.

Main Navigation Bar

This is the set of tabs on top of the page as shown below:

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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 subsidies payments

Xero Sync

Manage your Xero integration

Settings

View and edit your Enrolmy Organisation Settings

 

Inbox icon

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Receive and respond to any enquiries that come through your Minisite.

Your business logo

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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.

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