Knowledge Base
▼ New Updates
    Welcome to Enrolmy's New Help Centre!
    Printable Activity Planner
    New Feature - Enrolmy Roster
    Feature Coming Soon ~ Website Builder
    Who's New Notifications
    New Feature ~ Credit Visibility For Your Customers
    Downloadable Holiday Programme Template
    Feature Coming Soon ~ Website Transformation
    New Feature ~ PDF Preview on Activity Tiles
    What's Coming ~ In-App Help Tours
    New Feature ~ Accounts With Current Bookings
    Latest Update ~ Email Booking Access
    What's Coming ~ Fresh Login Experience
    The Latest Application Updates
    What's Coming ~ Sign-In Kiosk Tablet App Update
    New Feature ~ Credit Allocation
    New Feature ~ Payment Instalments
    New Features ~ Reports and Insights Space
    New Feature ~ Your Enrolmy Dashboard
    New Features - Brevo & Feefo Integrations
    New Feature ~ Waitlist Automation Options
    Release Round Up
    New Feature ~ Site Coordinator Enrolmy App Access
    New Feature ~ Inactive by Default Sessions
▼ Communication
    How To Bulk Email
    How To Create Personal Email Templates
    How To Modify System Emails
    How To Set A New Email Template As Default
    How To Insert Links Within Emails
    Emailing Your Customers - Overview
    Emails Going To Spam
    How To View Sent Emails
    FAQ's For Communication And Settings
    How To Unsubscribe Customers From Emails
    How To Communicate Changes To Your Customers
    How To Send Promotional Emails
    How To Bulk Email To Entire Database
▼ Transactional Texts
    How To Send Text Messages To Staff
    How To Send Text Messages To Parents
    How To View Sent Text Messages
    Enrolmy Communications Status Definitions
    Enrolmy Payment Receipt Explained
    Find Unsubscribed Email Contacts List
    How To Add Attachments To Emails
▼ Enrolmy Overview
    Enrolmy Definitions - Terminology
    How Do I Get Support from Enrolmy?
    How You Can Change Your Email Address
    Familiarising Yourself With Enrolmy
    How To Check Enrolmy's System Status
    How Providers Login To Enrolmy
    Business Ownership Change - What Happens to Your Enrolmy Account
▼ Enrolmy Parent Portal
    How Parents Can Add or Update Credit/Debit Card Details
    How Your Parents Can Change Their Password
    How Parents Can Contact You Directly
    How Parents Can Update Safety Form Details
    How Parents Log in to Enrolmy
    How Parents Can Pay Invoices Using A Credit/Debit Card
    How to Add Multiple Invoices To Cart
▼ Enrolmy Subscriptions
    Enrolmy's Subscription Payment Methods
    Where to Find Enrolmy's Plans & Pricing
    How To Find Your Subscription Details
    How To Update Your Monthly Subscription Invoice Recipient
    How Subscription Active Attendee Numbers are Calculated
    How to Pause Your Enrolmy Subscription
    Your Monthly Enrolmy Subscription Invoice
    Enrolmy Web App Troubleshooting Steps
    Additional Enrolmy Training and Support
    2024 / 2025 Customer Support Holiday Hours
▼ Enrolmy Instance Setup
    Your Organisation Settings
▼ Essentials Setup
    Minisite Settings
    Your Ts & Cs (Terms & Conditions)
    Invoice Settings
▼ Credit Card Setup
    How To Complete The Credit Card Set-Up Section
    Approved Banks with Stripe & Enrolmy
    New Zealand: Stripe Credit-Card Transaction Fee Explanation
    Credit Card Setup Error Messages
    Australia: Stripe Credit-Card Transaction Fee Explanation
    Great Britain: Stripe Credit-Card Transaction Fee Explanation
    Canada: Stripe Credit-Card Transaction Fee Explanation
▼ Activity Settings
    How To Setup Activity Categories
    Venues in Enrolmy
▼ Session Pricing
    Recurring and Casual Bookings
    How To Setup Full Week Sessions
    How to Setup Linked Activity Sessions
    How to Coordinate Overlapping Sessions
    Considerations For Changes In Session Settings
    How To Set Up Sessions
▼ Promo Codes
    How To Send Promo Codes To Customers
    How To Setup Promo Codes
    How To View Customer Promo Code Use
    Promo Codes: Reusability Definitions
    How Parents Use Promo Codes In Booking Process
▼ Billing Setup
    How To Update Organisation Account Information
    Updating your Credit Card for your Enrolmy Subscription
▼ Text Messages
    How To Buy Credit Bundles for Text Messaging (SMS)
    Text Message Bundles for Australian Providers
    What Is A Transactional Text?
    Which Users Can Send Text Messages (SMS)
    Text Message Bundles for New Zealand Providers
    SMS Regulations on Enrolmy Software
▼ Safety Form Setup
    Safety Form - Custom Questions
    How to Add Tags
    Safety Form Overview
    Safety Form Completion Before Payment
    Upload Medical Information Using The Safety Form
▼ Advanced Settings
    Setup WINZ Statement Email Forwarding to Enrolmy (Enterprise Feature Only)
▼ Manage Staff
    How To Resend Staff Invite Email
    Invite Staff To Join Enrolmy
    Staff User Access Levels Explained
    How Staff Create Login Credentials To Join Enrolmy
    How To Add/Edit Miscellaneous Invoice Items
▼ Advanced Org
    How To Turn Off Organisation Email Notifications
    Wix Website Embedding Instructions
    How To Filter Activity Tiles On Your Website
    How To Remove Activity Tiles From Another Minisite
    Enterprise Only: No Discount for Casual customers
    Publishing Your Activities on Your Website Only
    How To Lock Specific Settings in Enrolmy
▼ Local Settings
    How To Add/Edit School Terms
    How To Add/Edit Tax Rates
▼ Enrolmy Tools
▼ Mobile App
    How Staff Sign Children In & Out on the Mobile App
    How Staff Use Roll Calls on the Mobile App
    How to Quick Book on the Mobile App
    How To Login on the Mobile App
    The Menu Tab on the Mobile App
    All Attendees Tab on the Mobile App
    Info Tab Explanation on the Mobile App
    How to Access & Download the Enrolmy for Providers Mobile App
    Troubleshooting the Mobile Phone App
    Mark A Future Booking Absent on the Mobile App
    Child Information View in Sign In/Out Tab
    Identifying A New Child On The Mobile App
    Maintaining The Mobile Phone App
▼ Tablet App
    Enrolmy Sign-In Kiosk App Pin
    How To Maintain Your Tablet for the Sign-In Kiosk
    How To Refresh The Enrolmy Sign-In Kiosk
    Enrolmy Sign-In Kiosk Troubleshooting
    How to Download and Use the Sign In Kiosk App
    How To Log In To The Enrolmy Sign In Kiosk
    How To Sign Children In & Out On The Enrolmy Sign In Kiosk Using The Signature Mode
    How To Sign Children In & Out On The Enrolmy Sign In Kiosk Using The Pick Up Pin Mode
    Parent/Guardian Visibility of Pick Up Pin
    Staff Visibility of Pick Up Pin
▼ Managing Your Money
    FAQ's for Money and Accounting Processes
    Xero Overpayments In Enrolmy
▼ Statements
    When & How To Use Outstanding Statements
    When & How To Use Activity Statements
    Outstanding Statements View for Parents
    Difference Between Activity & Outstanding Statements
    Activity Statements View For Parents
▼ Credit Card Transactions
    How to Reconcile Credit/Debit Card Payments
    How Stripe Fees are Managed in Xero
    Credit/Debit Card Transactions Explained
    Stripe Transactional Bank Account in Xero
    Transitioning from Using the Stripe Suspense Account to Using the Stripe Transactions Bank Account in Xero
    How To Restore Deleted Credit/Debit Card Payments
    Balancing your Stripe Suspense Account
    Credit/Debit Card Payout Schedule Explained
    Credit Card Facilitator (Stripe) FAQ's
▼ Invoices
    Enrolmy Invoices vs Xero Invoices
    How To Remove Or Edit A Payment On A Paid Invoice
    Concise Versus Detailed Invoices
    How To Void An Invoice
    How To Edit An Invoice
    How Draft Invoices and Credit Notes Work
    How To Send Invoice Reminders
    Edit The Bill Payer On An Invoice
    Export Invoices and Credit Notes For MYOB, Xero Or CSV
    How To Manually Create An Invoice
    View Invoices From Enrolmy In Xero
    New Invoice/Credit Note Layout
▼ Credit Notes
    How To Remove An Applied Credit Note
    How To Allocate Credit Notes To Invoices
    How To Manually Create A Credit Note
    Edit The Bill Payer On A Credit Note
    How to Edit A Credit Note
    Credit Visibility Within Parent Portal
    Customer Credit Allocation Within Parent Portal
▼ Refunds
▼ How to Manage Refunds Using Enrolmy
    How To Process A Bank Transfer Refund
    How To Process Credit/Debit Refunds
    Funding Your Organisation's Stripe Account
▼ Payments
    Communicate Payment Reference Needs To Parents
    Customer Balance Differences in Xero Compared To Enrolmy
    How To Reconcile Bank Transactions - Using Enrolmy + Other System
    How To Reconcile Payments - Using Enrolmy and Xero
▼ Discounts
    Discount FAQ's
    Enrolmy Money Status Definitions
▼ WINZ Management
    How to set up WINZ Subsidy Rates
    Understanding WINZ Colour Codes
    How To Handle WINZ Payments Inside Xero
    How To Change The Week On WINZ Statements
    Allocate WINZ Payments To Multiple Venues
    How To Handle WINZ Payments on Enrolmy
    How To Handle WINZ Reconciliation If An Error Occurs
    How To Identify WINZ Overpayments
    View OSCAR Subsidy Reconciliation In Xero
    Restricting Booking Modifications For WINZ OSCAR Customers
    Overview of WINZ Reconciliation in Enrolmy
    How to Handle WINZ Payments That Do Not Relate To An Activity on Enrolmy
    WINZ Arrears Payments Versus Regular Payments
    FAQ's for WINZ
    How To Refund WINZ Overpayments
    How To Delete An Incorrectly Uploaded WINZ Statement
▼ Enrolmy Activities
▼ Activity Overview
    Activity Discounts & How They Apply
    FAQ's For Activities
▼ Bookings
    Adding Attendees To Your Activities Who Enrol And Pay In Person
    How To Add Attendees To A Day Of An Activity
    Managing Booking History
    How To Accept/Decline Bookings
    Inviting Attendees From A Concluded Activity To A Future Activity
▼ Attendance Reconciliation
    How To Reconcile Attendance
    Daily Attendance Reconciliation Across Multiple Activities In Bulk (Enterprise Only)
    How To Add Attendance Notes
    How To Print Attendance Sheets
    Mark Absences In Bulk
    How To Upload Paper Attendance
    Export Pick-Up Lists To CSV
    The Activities Tab
▼ Invoicing in Advance and Pending Adjustments
    Where To Find Adjustments
    How Adjustments Are Created
    Voiding Adjustments
    How To Email Converted Adjustments
    How To Convert Adjustments
    Invoice In Advance: Booking Modification Explanation For Providers
▼ Safety Forms
    How To Print Blank Safety Forms
    Find Completed / Incomplete Safety Forms
    Parent View Of Safety Form Reminders
    How To Print A Completed Hardcopy Safety Form
    How To Manage Incomplete Safety Forms
    How To Send Enrolment Form Reminders
▼ Parent View of Bookings and Modifications
    How A Parent Can Rebook Into Your Published Activity
    How Your Parents Can Avoid Duplicate Bookings
▼ Promoting Activities
    How To Add Tiles To Another Minisite
    Inviting Customers To Register For An Activity
    How To Promote Your Activities
    How To Publish Activities
    Securing Places For Your Loyal Customers In A New Activity
    How To Activate The PDF Preview
▼ Waitlisting
    What Customers See When a Booking Gets Waitlisted
    Moving Attendees From A Waitlist to An Active Booking Waitlist Email Notifications
    What A Provider Sees When Bookings Are Waitlisted
    Waitlist Settings Overview
    Customer Moving Themselves Off A Waitlist
    Exclusive Period For Waitlisted Customers - Setting Combinations
    Show Remaining Places On Booking Calendars
▼ Activities
    Invoice In Advance Or Arrears?
    Adding Days To An Activity
    Editing Activity Settings Once Created or Bookings Taken
    How To Create A Copy Of A Current Activity
    Incorrect Activity Set-Up
    Removing Days From An Activity
    Credit/Debit Card Only Activities: Failure To Pay On Time
    How To Assign Staff To Activities
    How To Close Off Sessions And Make Them Unbookable
    Enrolmy Activity Types And What To Expect
    How To Add URL Links To Activities
    Single Child Attendance Explained
    How To Print A Single Child Attendance
    How To View History Of An Activity
▼ Teacher Only Day Activity
    Create A Parent-Teacher Interview or Teacher Only Day Activity
    Management Of A Parent-Teacher Interview Or Teacher Only Day Activity While Running A BASC Activity
▼ Virtual Activity
    Setup Your Virtual Activity
    Virtual Listing Activity Q&A
▼ One Day Only Activity
    Setting Up A One Day Event Activity
▼ Enquiry Only Activity
    Setting Up The Enquiry Only Type Activity
▼ Before and After School Care Activity
    How A Provider Can Modify A BASC Booking
    How To Mark A Future Booking As Absent
    Setup Before & After School Care Activity Type
    Invoice In Advance: Parent Modification Outcomes (Before and After School Care)
    BASC Sign In/Out Workflow For Onsite Staff
▼ Prepayments
    Managing Prepayments in Xero
    Managing Prepayments in Enrolmy
    Prepayment Requests
    Invoice In Advance: Parent Booking Process for BASC
    Prompt Payment Discount
    BASC Booking Setting Explained
    Generating Invoices When Invoicing in Arrears
    Ways To Manage Future Booking Changes
▼ Holiday Programmes
    Creating A Trip Day For Holiday Programmes
    Parent Modification Of A Holiday Programme Booking
    How to Cancel Holiday Programme Bookings
    Setting up your Holiday Programme
    Holiday Programme Sign In/Out Workflow For Staff
    Enrolmy Tools: Category Selection
▼ Classes and Lessons
    Editing A Classes And Lessons Booking
    Cancelling A Booking For Classes And Lessons
    Convert Free Trial Into Full Term Booking
    How To Setup Free Trials In Classes And Lessons Activity Type
    Adding Attendees To Classes and Lessons Activity
    How To Roll Over A Classes And Lessons Booking To Next Term
    Editing Classes And Lessons Activity Once Bookings Have Been Made
    How Your Parents Can Modify A Classes And Lessons Booking
    Registered Versus Booked In For Classes And Lessons
    Setting Up Lessons And Classes Activity
    Tracking Additional Items For Classes And Lessons
    Moving Or Adding An Attendee: Classes And Lessons
▼ Camps
    Setting Up Your Camp Activity
    How To Manage Cancellations Within A Camp Activity Type
    Tracking Additional Items for Camps and Sports Registrations
▼ Registration Activity
    Registration / Subscription Activity Type Explained
▼ Team Sports
    Using the Team Sorter In Team Sports
    Cancel A Paid Booking In Team Sports
    Moving Attendees To Other Activities In Team Sports
    Creating A Team Sports Activity
    Cancel An Unpaid Booking In Team Sports
    Printing Team Lists 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
▼ External Redirect Activity
    External Redirect Activity Type Set Up
▼ Managing Your Customers
    FAQ's For Customers
    Managing Shared Care Arrangements
    Add A New Customer To Your Database
    How To Mark a Parent Account as a Staff Member Account
    How To Grant/Revoke Parent Permissions
    Export Customer Data
    Enrolmy Customer Status Definitions
    How To Set The Number Of Days An Account Is 'New'
    Account Change History - Tracking Changes
    How To Add Children To Parent Account
    How To Archive/Unarchive Customer Accounts
    Importing Your Customers Into Enrolmy
    How To Handle Duplicate Customer Accounts
    How Your Parents Can Navigate Enrolmy
    Customer Flags - How it Works
    Customer Notes in Enrolmy
    How To Handle Bookings Funded By Other Organisations
▼ Blacklisting
    Blacklisting: How It Works?
    Blacklisting: What Providers Can See
    Blacklisting: What Parents See While Booking or Changing Existing Booking
    Blacklisting Vs Flagging The Customers
    Enterprise Only: Blacklist Threshold Automation
▼ Discounts associated with Customers
    How To Add Direct Discounts
    How To Filter Direct Discount Customers
▼ Customer Tags
    How To Filter Your Customers By Tags
    How To Tag A Customer
▼ Customer Changes
    Parent Account Closure
    How To Modify Your Second Caregiver Details
    How To Request Changes To Family Details
    How To Separate Parent Accounts
▼ Quick Book
    How To Quick Book A New Customer
    How To Quick Book A Family With Two Kids
    The Customers Tab Explained
    How To Merge A Placeholder Account With An Active Account
    Enrolmy Customer Accounts Explained
    How To Add A Scanned Document To A Contact
▼ Xero Integration
    How To Handle Your Financial Transition To Enrolmy Using Xero
    How To Transition From One Xero Account To Another
▼ 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
▼ Xero Sync
    How To Resolve Xero Sync Issues
    How To Undergo A Xero Sync
    How to Back-Date a Xero Sync
    How To Update Xero Chart Of Accounts And Tracking In Enrolmy
    FAQ's For Xero Integration
    How To Remedy Credit Card Payments And Prepayments going Into Incorrect Xero Bank Account
    How to add Xero tracking to an Activity with Synced Invoices and Prepayments
▼ Reporting
▼ Activity Reporting
    How To Generate A Daily Attendance Reconciliation Report
    How To Generate An Attendance Report
    The Full Attendance Report
    How To Generate An Weekly Attendance Report
    Daily Attendance Report for OSCAR Base Grant (MSD)
▼ Financial Reporting
    Dynamic Revenue Recognition Report
    Financial Reports Overview
    Managed Revenue Recognition Report
    Generate A Receivables Report
    Accrued Revenue Report
▼ Insights Tab
    The Latest Accrued Revenue Report
    Age Breakdown Report
    Target vs Actual Bookings Report
    Merchandise Sales Report
    Daily Signed in Attendees Report
    Cost and Profitability Report
    Totals Invoiced Report
    The Latest Full Attendance Report
    Daily Attendance Comparison Report
    Invoicing Summary Report
    Booking Trends Report
▼ Enrolmy Dashboard
    Dashboard FAQ's
▼ Enrolmy Covid Support
    How to Capture Vaccination Statuses
▼ Enrolmy QR Codes
    Find & Print QR Codes
    Manage Attendance Using QR Codes
    Utilising QR Codes Overview
    How Parents Use QR Codes
▼ Active and Creative Kids Vouchers
    How To Handle Active Kids And Creative Kids Vouchers In Enrolmy
    How Parents Use Active Kids And Creative Kids Vouchers
    FAQs For Active Kids And Creative Kids Voucher
    How To Manually Enter Active Kids And Creative Kids Vouchers In Enrolmy
▼ Enrolmy Staff Rostering
    Rostering Staff Management
    How To Create, Edit, Delete or Apply Roster Templates
    Roster Calendar Explained
    The Rostering Menu Explained
    How To Set Up Staff Rostering Tags
    How to Make Changes To A Published Staff Roster
    Activities Within Roster Explained
    Staff Rostering Terminology
    How Staff Clock In and Clock Out
    Roster Reconciliation Dashboard Explained
    Time Sheet Reconciliation Process
    Daily Time Sheet Reconciliation Explained
    Time Sheet Summary Report Explained
    How to Export Finalised Timesheet
    Roster Timesheet Settings Explained
    Roster Approval Period Settings
    How To Roster A Staff Shift Onsite
    Activate Roster Add-On
    Staff Roster Overview
    How To Assign Roster Tags To Staff
    How To Assign Region Tags To Venues
    How To Connect Activities To The Roster
    How To Publish And Email Roster To Staff
    In-app Roster Setup Checklist
    How To Add/Create An Individual Shift
    Staff Rostering App
▼ UK Subsidy Management
    Overview of UK Subsidy Reconciliation in Enrolmy
    How To Handle UK Subsidy Payments in Enrolmy
    How to Handle UK Subsidy Payments in Xero
    How To Manually Add Children To A UK Subsidy Payment Batch
    UK Subsidies Section Explained
    FAQ's For UK Subsidies
    How To Enable UK Subsidies
    UK Subsidy Booking Modifications Explained
    How To Create Xero UK Subsidy Account Codes
    How To Export A UK Subsidy Bank Statement
▼ EMY Pay
    Overview Of Payment Instalments
    Parent Portal View of Payment Instalments
    How To Setup Payment Instalments
    How To Identify Customers Using Payment Instalments
    Overview Of Subsidies/Vouchers And Payment Instalments
    FAQ's For Payment Instalment Plans
▼ Brevo Integration
    Brevo Integration Setup, Import History Information and Disconnection Instructions
    FAQ's For Brevo Integration
▼ Feefo Integration
    FAQ's For Feefo Integration
    Feefo Integration Setup And How It Works
▼ Irish Subsidy Management
    FAQ's for Irish Subsidies
    Irish Subsidies (NCS) Summary Explained
    Irish Subsidy (NCS) Status and Icon Explanations
    Irish Subsidy Attendance Adjustments
    Irish Core Funding Caps
    How To Handle Irish Subsidies On Enrolmy
    Editing and Updating NCS Subsidy Details For Child
    End Of Financial Year FAQs

Customer Tags

Everything you need to know about tagging customers in Enrolmy