Latest News from Enrollsy
Event

NAEYC '22 - Annual Conference

Richard avatar
Shared by Richard • October 21, 2022

Hi there,

Enrollsy will be attending its first trade show in November. Early childhood education is one of many industries Enrollsy serves, but it was our first and remains one of our favorites.

NAYEC Annual Conference

According to their website, the purpose of the conference is to gather early childhood educators from around the globe to connect, collaborate, and learn together.

The conference will be held on November 16-19th in Washington D.C. at the Walter E. Washington Convention Center.

Come See Enrollsy at Booth #2037

If you're going to be at the conference, come visit with us and bring a friend. We'll be giving out incentives for new customers and we'll be sure to do something special for you when you refer a friend or make an introduction at the show.

Improvement

Updated Holiday Calendar

Ty avatar
Shared by Ty • October 21, 2022

Hi there,

Today I released an update to the Holiday Calendar. This improvement opens up the ability to add multi-day breaks to Holiday Calendars with just a few clicks.

Next time you add/edit a Class or a Program you will see this new Holiday Calendar:

New feature

Deposits Functionality

Ty avatar
Shared by Ty • October 21, 2022

Hi there,

Today I released Enrollsy's new Deposits feature. This feature applies fine grained control to how a Charge Item functioning as a deposit works.

What is a Deposit?

While people use the word Deposit in different ways, we've noticed the majority of our clients use Deposits to collect a payment at enrollment as a payment against a future balance due.

Deposits - The Old Way

  1. Create a Charge Item called Deposit
  2. Add the Deposit and its cost to a Program or Class
  3. Subtract the Deposit from the cost of the Tuition Charge Item (or Class Fee or whatever you call your primary cost)

The downside to this old system is that the Deposit wasn't actually applying to Tution. Often, clients were required to reduce their final Tuition payment to take account for the Deposit on each Payment Plan.

This was problematic for accounting and a variety of other reasons.

Deposits - The New Way

  1. Create a Charge Item called Deposit or Tuition Deposit or whatever you want
  2. Make sure that you select the option "Due at enrollment" in the Charge Item settings
  3. Decide which Charge Item the Deposit is going to be applied to
  4. Decide how you want the Deposit to apply to Payment Plans (your options are first payment event, last payment event, or distribute evenly)

New feature
Product update

Proration - New Billing System

Ty avatar
Shared by Ty • October 21, 2022

Hi there,

I've published proration today. I know many of our clients on the new billing system have been waiting for this.

More great news is coming as I continue to improve and refine the new billing system, so stay tuned!

Proration In Enrollsy's New Billing System

IMPORTANT

In order for Prorating to work properly, you'll need to do the following:

  1. Ensure the Enrollment Model indicates when the Program runs or if the pricing is on the Class, make sure the Class dates are set.
  2. When applicable, modify or create your Holiday Calendar if you wish to exclude certain dates from the proration algorithm. In other words, exclude them if you don't want Holidays or Breaks to be included as part of the total cost that gets prorated.
  3. Depending on where you have pricing set, you will now see a Prorating section in the Program or Class. Ensure the Prorating settings include all Charge Items you intend to Prorate. This includes those due at enrollment and those included in any Payment Plan.
  4. As always, run through a quick test enrollment to verify that the settings you've configured are producing the desired outcome.

Here are some quick screenshots from the edit Program page you can follow:

When doe this Program run?

Make sure you update this section:

The New Holiday Calendar

The new Holiday Calendar lets you more easily add and name long breaks:

Prorating

Follow the simple language to choose how you want prorating to work.

If you need an additional explanation of how proration works, click the "View calculation example" link at the bottom.

The Customer's Proration Experience

When a customer enrolls after a Program or Class has started, or after a Scheduled Payment Plan Payment Event, they will now have the option to select the desired start date based on the settings you created. The start date they select will determine how much they pay at enrollment.

Customers select the first date they will attend:

You'll notice the total cost of the Program is crossed out in each Payment Plan, and the Prorated amount is displayed below.

Feature update
Improvement

Waitlist Updates

Nathan avatar
Shared by Nathan • October 14, 2022

Hi there,

We know Waitlists are important and we have a lot of work to do here. More on that to come.

For now, I've added two new enhancements that I hope make the Waitlist better for you.

First, you can now see the tags without having to open up the record (by clicking the down arrow).

Second, you can now download your Waitlist by clicking the download icon after selecting one or more Enrollees on the list.

Feature update
Improvement

Activity Updates

Tyler avatar
Shared by Tyler • October 14, 2022

Hi there,

I added two updates that significantly enhance Activity posting:

  1. You can hide old or unused Activities
  2. You can control who can see Activities that have been posted

Hiding Activities

You can now hide custom Activities you no longer wish to use. Doing so will not hide or delete Activities of that type that have been posted to Timelines in the past. Sweet!

To do so, head over to the Activities tab of the My Company section. Find the Activity you want to hide and flip the switch.

Need to unhide it? No problem. Just scroll up to the top of the page and click the "Show Hidden" button. From there you can flip the switch to un-hide it.

Activity Visibility

Admin users will always be able to see all Activities. But, now you can make certain types of Activities visible only to certain users.

This change updated the settings UI a little, so just be aware that the Instructor or Account Holder must be able to view an Activity if they are going to be allowed to post it.

Why would you want to hide an Activity from an Instructor? Perhaps you want to allow private feedback that only Admins can see. Or, perhaps you don't want to clutter the Instructor's view of the Timeline with things that are only relevant to administrative matters.

Why would you want to hide an Activity from an Account Holder? Maybe you want to keep private, internal notes on an Enrollee. Or, maybe you need a record of something for regulatory reasons, but don't want to clutter the Account Holder's view.

With these new setting on Activities, you may want to consider updating your Notification Center preferences.

New feature
Product update

Schedule Conflicts

Nathan avatar
Shared by Nathan • October 14, 2022

Hi there,

I built a new feature that checks an Enrollee's calendar for conflicts before letting them enroll. In this way, Enrollsy helps your customers avoid making mistakes and doing duplicate enrollments, which in the end saves you time!