Everything you need to know about managing your customers on Enrolmy |
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- FAQ's For Customers
- The Customers Tab Explained
- Enrolmy Customer Accounts Explained
- Enrolmy Customer Status Definitions
- Blacklisting
- Discounts associated with Customers
- Customer Tags
- Quick Book
- Customer Changes
- How To Handle Bookings Funded By Other Organisations
- How Your Parents Can Navigate Enrolmy
- How To Set The Number Of Days An Account Is 'New'
- How To Archive/Unarchive Customer Accounts
- Account Change History - Tracking Changes
- Export Customer Data
- Importing Your Customers Into Enrolmy
- Add A New Customer To Your Database
- How To Mark a Parent Account as a Staff Member Account
- Customer Flags - How it Works
- 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
- How To Add A Scanned Document To A Contact