Your Dashboard
Understanding your dashboard, pipeline views, activity feeds, and quick actions.
- A2P Compliant Privacy Policy Template
- A2P Compliant Terms and Conditions
- Access Your Favorite Templates with the Favorites Feature
- Accessibility at Enrollio
- Accessibility Enhancements - Navigation & Help Drawer
- Account Dashboards: Sidebar/Widget Bar Enhancement
- Account Templates - Overview
- Add Hyperlinks to Text Boxes on Enrollio Account Dashboards
- Adding Custom Fields to Dashboard Tables
- Advanced Settings Overview - Enrollio AI
- AI Assistant - Knowledge Base Tables
- AI Bot Actions - Collect Family Information
- AI Chat Dashboard Overview
- AI Goals: Complete Guide to Setting Up Your Enrollio AI Assistant
- AI Tools in Enrollio
- AI Voice Agents Overview
- AI-Powered Business Card Scanner
- App bug fixes, comments sharing and more!
- Association Limits
- Attach Files to Enrollment Documents & Templates
- Audio Response for Enrollio AI – Let Parents Speak Instead of Type
- Auto Refresh of Knowledge Base Trained Links
- Auto-Pilot Mode for Enrollio AI
- Boost Your Dance Studio's Online Presence with Enrollio’s New Reviews QR Feature
- Call Logs for Voice AI Agents
- Chat Widget: Let Parents Send Photos and Documents in Live Chat
- Client Account Dashboard - View or Edit
- Collect In-Person Signatures via Mobile App
- Control Enrollio AI for Individual Parents and Families
- Control Signature Types for Documents & Contracts (Draw or Type)
- Control Who Gets Notified After AI Voice Calls
- Create Your Brand Voice from Text or URL
- Creating Voice AI Agents
- Customize Your AI Responses Using Prompts
- Customizing Dashboard Widgets
- Dashboard Summary AI
- Dashboard Widgets: Frequently Asked Questions
- Documents & Contracts - Content Library
- Documents & Contracts: Email Templates and Team Notifications
- Documents and Files in the Mobile App
- Download the Enrollio Desktop App for Windows & Mac
- Duplicating Widgets on a Dashboard
- Edit Email Snippets - Mobile App
- Edit Email Snippets - Mobile App
- Edit Widgets on Your Dashboard
- Edit Your Content Naturally with Enrollio AI
- Editing a Design Kit
- Email Authentication Errors - Fix SPF, DKIM, and DMARC Issues
- Email Rate Limiting - Resolve Throttling and Sending Issues
- Email Signatures
- Email Standards Compliance: Resolving RFC 5322 Violations
- Email Widgets for Your Dashboard
- Enabling Third-Party Cookies in Your Browser
- Enhance Your Security with Two-Factor Authentication (2FA) and Password Management
- Enhanced Consent Checking for Voice AI Outbound Calling
- Enhanced Web Crawler for AI Training
- Enrollio AI - Auto Follow-Up Action
- Enrollio AI - Human Handover Action
- Enrollio AI - New Knowledge Sources & Quality Upgrades
- Enrollio AI Agents Dashboard
- Enrollio AI Bot - Explained
- Enrollio AI Bots Can Now Respond to Images
- Enrollio Customizable Dashboards
- Enrollio Loading Slowly? Here's How to Fix It
- Enrollio Platform Glossary
- Enrollio Security and Compliance Overview
- Enrollio’s Major File Management Improvements: A Seamless Experience for Dance Studio Owners
- Facebook Publishing Troubleshooting Guide
- Facebook Troubleshooting: Avoiding Accidental Disconnections
- Family Summary Agent in Ask AI
- Fix 'An Error Occurred, Please Try Again' When Sending Test Emails
- Fix 'Spam Likely' Labels on Your Childcare Center's Caller ID
- GDPR Compliance and Data Privacy
- Get Parent Consent with Custom Checkboxes in Forms (GDPR Compliance)
- Google Ads and Facebook Ads Reporting
- Google Ads and Facebook Ads Reporting
- Granular Insights and Exporting Records
- How to Add and Use the Sales Efficiency Widget on Your Dashboard
- How to Add Dashboard Widgets from Key Pages
- How to Add Recurring Products to Enrollment Contracts
- How to Add Table Charts in Your Custom Dashboards
- How to Change Your Dashboard Timezone
- How to Clear your Browser Cache
- How to Clone a Dashboard
- How to Clone Templates in Your Template Library
- How to Copy a Dashboard to Another Client Account
- How to Create & Add Dashboard Widgets
- How to Create & Add Dashboard Widgets
- How to Create a Custom 404 Error Page
- How to Create a Custom Dashboard
- How to Create and Send Document or Contract Templates Automatically
- How to Create and Use Custom Metrics for Dashboard Reports
- How To Create and Utilize Groups With Your Calendar
- How to Customize Your Dashboard Theme
- How to Customize Your Dashboard with Titles, Images, and Text Boxes
- How to Customize Your Voice AI Agent's Voice
- How to Edit a Dashboard
- How to Edit widgets on the Enrollio dashboard
- How to Embed a Voice AI Widget Directly in Your Enrollment Pages
- How to Filter Dashboard Widgets by Attribution and UTM Parameters
- How to Find Past Records of Content Generated by Content AI
- How to Fix Poor Call Quality
- How to Fix Your SMS Settings if You Failed to Send SMS
- How to Forward Inbound Calls to Your Mobile App
- How to Generate and Edit Images Using Enrollio AI
- How to Import Snapshots
- How to Pin Your Favorite Dashboards
- How to Redirect Parents to a Specific Page After Signing a Contract
- How to Send a Test Email and SMS
- How to Send Personalized Videos from the Enrollio Mobile App
- How to Set a Default Dashboard
- How to Set Expiration Dates for Documents and Contracts
- How to Set Signing Order for Documents and Contracts
- How to Set Up AI Agent Triggers for Real-Time Starts
- How to Switch Contacts and Use Custom Values in the Mobile App Calendar
- How to Switch Timezones for Your Dashboards
- How to Track Activity for Documents and Contracts
- How To Troubleshoot When Your Call Event Is Not Working In A Campaign
- How to Update Your Center's Address
- How to Upgrade Your Voice AI Agent for Better Parent Calls
- How to Use Do Not Disturb (DND) in the Mobile App
- How to Use Documents & Contracts in Enrollio
- How to Use Documents and Contracts in the Mobile App
- How to Use Enrollio AI in the Mobile App
- How to Use Table Charts in Your Dashboard
- How to Use Tap to Pay on the Mobile App
- How to Use the AI Agent Studio in Enrollio
- How to Use the Business Card Scanner in the Mobile App
- How To Use The Enrollio Dashboard
- How to Use the Prompt Evaluator in Voice AI
- How To Use The Universal Search Feature
- How to Use Webhook.site to Troubleshoot API Requests
- How to View Template Assets
- How Voice AI Handles Inbound Calls
- Inbound Calling on Mobile APP for Enrollio
- Internal Tasks for Your Team
- Knowledge Base - Document & Rich-Text Support
- Knowledge Base Overview
- Lead Ad Debugging for Facebook
- Link Custom Fields to Text and Date Fields in Documents and Contracts
- Linking Tasks to Multiple Records
- Local Presence Dialing in the Mobile App
- Loop Lockouts in Workflows
- Making Calls from the Enrollio Mobile App
- Managing Documents and Contracts in Parent Records
- Managing Documents for Families
- Managing Team Permissions for AI Chat Assistants
- Maximizing Inbox Placement: Best Practices for Studio Emails That Actually Get Read
- Media Library - Mobile App
- Media Library – Mobile App
- Migrating from Mailchimp to Enrollio
- Migrating from Typeform to Enrollio
- Mobile App Troubleshooting for Enrollio
- Multi-Language Support Is Now Available in Enrollio
- Multi-Location Dashboards & Smarter Class Rescheduling
- Multiple Calendar Views in Enrollio
- Navigating Through The Enrollio Mobile App
- Order Form Fingerprint is Missing Error
- Organizing Your Voice AI Agents with Folders
- Personalize Your Dashboard Timezone Switcher
- Personalized Brand Voice for Your Studio’s Messages
- Phone System Error Codes and Warnings
- Primary vs Non-Primary AI Bots in Enrollio
- Public Document Links for E-Signing
- Quick Filters on Dashboards
- Rearrange Dashboard Widgets
- Rearranging Dashboard Widgets for Your Dance Studio
- Reason for Call Failure Shown Immediately on the Dialer
- Recurring Tasks
- Refresh or Update Templates
- Removing a Dashboard Widget
- Removing a Widget in Enrollio
- Reputation Reporting Overview
- Resend Campaigns to Parents Who Didn't Open
- Resize Dashboard Widgets
- Rich Text for Notes and Task Descriptions
- Save Message Attachments to Family Documents
- Send Documents and Contracts via Text Message
- Send Documents to Multiple Recipients
- Send Quotes with Optional Services (Checklist) to Parents in Documents & Contracts
- Separate During and Post Call Actions for Voice AI
- Set Up Your Enrollio AI Assistant in Minutes
- Setting Up Enrollio AI for Your Childcare Center
- Setting Working Hours for Your AI Phone Agent
- Share Calendar Links from Mobile App
- Share Files and Documents in Conversations
- Smart Routing in Agent Studio (AI Router Node)
- Spam Tagging on Mobile
- Split Columns in Documents & Contracts
- Sub-Account Dashboards: Custom Fields in Table Widget
- Tap 2 Pay for Enrollio
- Task Management
- Template Library Overview & Setup
- Testing Your Voice AI Agent
- The New Enrollio Mobile App Experience - Mobile v4.0.0
- Training Your AI Bot with Web URLs
- Training Your Enrollio AI Assistant
- Troubleshooting Audio Issues
- Troubleshooting Custom JavaScript and HTML Code Issues
- Troubleshooting Domains
- Troubleshooting Email Links That Won't Open
- Troubleshooting Email Statistics
- Troubleshooting Loading Issues and Custom Code Impact
- Troubleshooting Login Issues
- Understanding Dashboard Widgets
- Unified Families Workspace in Mobile App
- Unified Task Management Across Families and Enrollments
- Using Custom Variables in Voice AI Prompts
- Using Enrollio AI on Mobile
- Using Number Pools with Voice AI Agents
- Using The Enrollio Mobile App: Calendar and Appointments
- Using The Enrollio Mobile App: Contacts
- Using The Enrollio Mobile App: Conversations
- Using The Enrollio Mobile App: Invoicing
- Using The Enrollio Mobile App: Reputation and Reviews
- View Test Calls in Voice AI Dashboard
- Visitor Data Widgets
- Voice AI - System Prompts for Agents
- Voice AI Agents Dashboard
- Voice AI Outbound Calling
- Voice AI Outbound Calling Compliance Requirements
- Voice AI Outbound Calling Dashboard
- Voice AI: Multi-Language Support
- Voice AI: Noise Cancellation & Backchanneling
- Voice AI: Translation Service for Call Transcripts & Summaries
- What Are Enrollio Widgets?
- What To Do If A Page Won't Load
- Writing Effective AI Prompts for Your Enrollio AI Assistant