1. Navigate to the Enrollee Dashboard

   • The dashboard is the default landing page after login and is also accessible from the left navigation menu under the 'Enrollees' tab.
   • Alternatively, you can add a new enrollee from the 'Entities' tab.

2. Start the Enrollment Process

   • Click the +Enrollee button to open the Enrollment Wizard, which consists of four steps.

Step 1: Enrollee Info

• Enter the enrollee's basic information (name, gender, phone number, etc.).
• Phone Number: If not added, you’ll be prompted later to either add one or continue without it.
• Required Fields: Fields marked in red are mandatory.
• Address: Entering an address here will automatically create a Default Zone for the enrollee in Step 3.
• Timezone, Entity & Assigned User: The timezone defaults to the logged-in user’s timezone, the entity defaults to the user’s entity and the assigned user defaults to the user logged in. Update these if necessary.
  
• Primary ID (Optional) - This field is meant for Social Security numbers only. If a number less than 9 digits is entered into this field, an error will occur when saving the profile, as well as editing the profile after it has been created.
• Case Info (Optional) - Enter an offense(s), case ID, and start/end dates if desired. The case ID can be used as an identifier for the enrollee. You can search for enrollees using their case ID number. Descriptions can be added for each offense. Case information and Offenses are displayed within the enrollee's Profile tab in the "Cases" sub-tab.

Step 2: Add Services

• Phone Service: Select 'EnrolleeApp' from the dropdown.
• Optional Settings: Enable settings such as Sobriety Inbound, Hearing Impaired, or Persistent Locations.
  
• Assign Shared Exclusion Zones by selecting "Yes" and choosing Shared Zones from the dropdown list.
• If enrolling on the EnrolleeApp only, click 'Next'.
• If assigning hardware, select the device under 'Device Service'.

Step 3: Add Zones

• If an address was entered in Step 1, a Default Zone will be automatically created.
• You can modify or add more zones (options include Circle, State/County, or Polygon).
• Set the zone properties, such as:
  
  • Default Location: Whether this zone is the default for schedules.
  • Exclusion Zone: Mark Yes or No.
  • Home Zone: Mark Yes to track time spent in this zone.
• Save the zone after entering the address and resizing it as needed.

Step 4: Setup Schedule

• Select a day on the calendar or click +Schedule to create a new schedule.
• Choose the type of schedule for the enrollee, then click 'Save' in the bottom-right corner.

Finalizing Enrollment

• After completing the four steps, the enrollee will receive an SMS with:
  
  • A link to download the app (Apple App Store or Google Play Store).
  • Instructions for getting enrolled, login credentials, and an instructional video.
    

If an enrollee is utilizing TextNow or similar WiFi service, the enrollee will receive their login credentials text when connected to WiFi. The enrollee can then install the enrollee app and complete their enrollment. The EnrolleeApp will function as normal anytime the enrollee is connected to WiFi.