The Enrollment History page gives you a group-wide view of every workflow enrollment — across all your workflows and all your contacts — in one place. Instead of opening each workflow individually to check who’s enrolled and where they stand, you can filter, search, and track progress for every active, paused, completed, or cancelled enrollment from a single table.
Before You Begin #
- You must be a group leader or admin to access Enrollment History.
- You’ll need at least one active workflow with enrollments to see data in the table.
Step 1: Open Enrollment History #
- Log in at https://booklive.com/login.
- In the left sidebar, navigate to Workflows under the Automation section.
- Click Enrollment History in the sidebar beneath the Workflows links.
The Enrollment History page loads a table of all enrollments for your group, sorted by most recently enrolled first.
Step 2: Understand the Table Columns #
Each row in the table represents one enrollment. Here’s what each column shows:
- Client — The name (or email address) of the enrolled contact. Click the name to open the full enrollment detail.
- Workflow — The name of the workflow they’re enrolled in.
- Status — A colored pill showing the current state of the enrollment:
- Active — Steps are running on schedule.
- Paused — Steps are temporarily stopped.
- Completed — All steps have finished or a goal was met.
- Cancelled — The enrollment was manually cancelled before completion.
- Progress — A progress bar showing how many steps have been completed out of the total (e.g., 3 / 7 steps).
- Enrolled — The date the enrollment was triggered.
- Performance — If the enrollment is tied to a specific performance (for example, when enrolling from a gig record), the performance title appears here. If no performance is linked, this column shows a dash.
Step 3: Filter and Search #
Use the three controls at the top of the table to narrow the list:
- Workflow dropdown — Select a specific workflow to show only its enrollments. Leave blank to see all workflows.
- Status dropdown — Filter by Active, Paused, Completed, or Cancelled. Leave blank to show all statuses.
- Search field — Type a contact name, email address, workflow name, or performance title to find a specific enrollment. The table updates as you type.
You can combine filters — for example, select Workflow: Wedding Follow-Up and Status: Active to see only the contacts currently progressing through that sequence.
Step 4: Open an Enrollment Detail #
Click a contact’s name in the Client column (or the eye icon at the end of the row) to open the full enrollment detail view.
The detail page shows:
- The current status, start date, and all steps with their scheduled or sent timestamps.
- A Client card with the contact’s name, type, and a quick link to their record.
- A Performance card (when applicable) showing the linked performance title, date, time, and venue — along with a View Performance button that takes you directly to that gig.
- The Up Next step so you can see exactly what’s scheduled to go out and when.
Tips & Notes #
- The Enrollment History table is read-only — to pause, resume, or cancel an enrollment, open the enrollment detail and use the controls there, or manage it from the contact’s record under the Workflows tab.
- Enrollments tied to a performance appear with the performance name in the Performance column. Clicking through to the detail lets you jump to that gig with one click.
- Use the Refresh button at the top right of the page to reload the latest enrollment data at any time.
