Enrole - Sales Desk: Enroll/Register a Student

enrole

Introduction

This article provides clear step-by-step instructions for Enrole users on adding persons to a shopping cart, adding additional persons, including tips on searching for existing records, and adding sessions to the cart. The article guides users on the process of enrolling students effectively and answers common questions regarding enrollment.

Prerequisites

To use Enrole and the Enrole Informer 4 Reporting tool, you must have an account setup for each.

Step-by-Step Directions

Click to expand directions by process.

Step 1 - Adding Person(s) to Cart within the Enrole Sales Desk

Step #	Directions	Screenshot/GIF/Video
USEFUL INFORMATION: Before proceeding, please ensure that the following websites are logged in and open to complete the process. Having these websites ready will facilitate a seamless experience and save you time: 1) Enrole - Sales Desk: https://www.enrole.com:8889/tulsatech/#SalesDeskHome: 2) Enrole - Informer 4 "People Lookup" Report: https://www.enrole.com:9001/tulsatech/?locale=en_US#action=ReportRun&reportId=22446082&launch=false
1	Click on People
2	Click on ID
3	Paste Enrole ID from the Informer 4 Person Lookup Search USEFUL INFORMATION: For additional guidance and information on using the Person Lookup report, please view this Knowledge Base Article: https://tulsatech.teamdynamix.com/TDClient/2573/Portal/KB/ArticleDet?ID=147690
4	Click on search
5	Click on Add to cart
6	Click on New Cart
7	Attendee Cart Information is displayed in a pop-up box on the top-right corner of the screen
8	Click on view cart USEFUL INFORMATION: All attendees for the Current Cart are shown under Attendees. Additional Person(s) may be added by clicking on Person Search or by clicking on Sales Desk, then People.

Click Here for Information on Adding an Additional Person(s) to the Shopping Cart

Step #	Directions	Screenshot/GIF/Video
1	To add additional person(s) to the Cart, simply click on 'People' or 'Person Search' from within the Shopping Cart
2	Click on ID
3	Paste Enrole ID from the Informer 4 Person Lookup Search USEFUL INFORMATION: For additional guidance and information on using the Person Lookup report, please view this Knowledge Base Article: https://tulsatech.teamdynamix.com/TDClient/2573/Portal/KB/ArticleDet?ID=147690
4	Click on search
5	Click on Add to cart
5	To include a person in an existing shopping cart, click on the Cart Name to add the attendee to the current cart
6	Attendee Cart Information is shown in the pop-up box on the top-right hand side of the screen
7	Click on view cart
8	All attendees for the Current Cart are shown under Attendees. Additional Person(s) may be added by clicking on Person Search or by clicking on Sales Desk, then People

Step 2 - Adding Session(s) to Cart

Step #	Directions	Screenshot/GIF/Video
1	Click on Session Search
2	Type the relevant information USEFUL INFORMATION: Use Session Search in Enrole to efficiently find sessions even when you're uncertain about the spelling or session ID. Simply employ the wild card symbols: '[' at the beginning and ']' at the end of your search query. This will broaden your search and help you locate the session you need, even if you're not entirely sure about specific details.
3	Click on search
3a	Sort Columns: To sort the list of available Sessions, you can select any of the column headers to sort it ascending or descending.
3b	Available Seats: The far left column shows how many open seats are left for each session
3c	Session Details: Click on the Session Title to view session specific information
4	Click on Add to cart when you find the applicable session the customer needs
5	Attendee Cart Information is shown in the pop-up box on the top-right hand side of the screen

Step 3 - Processing the Enrollment

Step #	Directions	Screenshot/GIF/Video
1	Click on check out →
2	Review the Questions with the Customer and answer all that listed WARNING: This is MANDATORY when enrolling students into a Success Center Session. You must choose the Campus location the student intends to attend.
3	Click on marketing and discounts →
4	Type in the Person's Name whom is in front of you or who is on the phone with you
5	Ask how they heard about the Class(es) and choose the applicable option from the drop down menu
6	Click on Comments to add additional comments that are relevant to the order
7	Discounts: If discount is applicable, click on Search and choose the appropriate discount
8	Click on collect payment →
9	Finish the payment process according to the customer's preferred payment method WARNING: For detailed information on various payment types and methods, please visit the following links: - Finance Office - A-3. Enrole - Payment and Deposit Information.pdf - All Documents (sharepoint.com) - Finance Office - A - 4. Enrole - Payments and Adjustments.pdf - All Documents (sharepoint.com) This resource provides a comprehensive guide to processing and adjusting payments on orders.