EnrolHQ Masterclass

42 recent EnrolHQ upgrades

HG2G anyone? :) Anyway, our dev team delivers again. This time we've pumped out 42 upgrades. Some are small and some took weeks. The items below not sorted in any order. I just picked them up from the dev tickets and posted them here.

Header graphic showing feature
42 EnrolHQ upgrades June 2021

Here's a list of goodies we released recently after my 67 upgrades post which you can read here. I apologise in advance if any of these have been mentioned in my earlier post. I have tried to include only new updates in this one but some of the old dev tickets get revisited and there could be double-ups. Also, you'll notice that some of these have a "video available" next to them. Unfortunately, we have to keep our Knowledgebase and Videos away from the public at this stage, but if you're interested please write to support@enrolhq.com.au and we'll be happy to supply them to you.

Here it goes:

  1. You can now copy the Make Offer Template and make as many variations as you require. When you come to make the offer, these templates will all be presented in a dropdown. We know a lot of you who have many different Offer of Place emails will love this new improvement.
  2. Add or Remove a Non User Parent (Secondary Carer/Parent) from within the Student Profile page in the Admin.
  3. Copy, Delete and Preview Custom Email Templates. (video available)
  4. New System Field: Is Parent a current staff member? Y/N (helpful for our groups of schools that offer discounts across the group)
  5. Assign Tasks Feature deployed. Available through the Comms log and Reports > Tasks. (video available)
  6. Assign Grades to Interview Questions
    If you ask different questions to different parents / students because of their grade of entry, you can now show / hide different sections in the setup, this is handy for schools that will have one set of questions for Kindergarten entries versus Year 7 entries.
  7. Enrolment Commencement Date Feature enabled so you can print the commencement date on your Letters of Offer. (video available)
  8. Ability to select individual or all attendees from your event list and mark in bulk as Not Attended, Attended or Cancelled.
  9. Removed Carer/Parent 1 and Carer/Parent 2 duplicates from the Event Attendees list and Labels Printouts.
  10. Review: Pass / Fail Updates. New filters are available on both the Staff and Principal reviews.
  11. All profiles that are linked to Parent 1's (P1) email address are listed in the detailed view of the other linked family members. This allows you to quickly switch to other sibling profiles when working within a family or see if there are duplicates that need to be merged.
  12. We now print the Make Offer email as a PDF and affix it to the start of the Offer of Acceptance PDF bundle.
  13. Interview PDF - was printing Grade of Entry as -3 or -1, 0. We now print the actual label - e.g. Kindergarten or ELC
  14. Added QR codes to Kiosk events for quick check-in
  15. Re-ordered statistics boxes on the main dashboard so they go in correct user workflow.
  16. Merge profiles feature released - you can merge 2 duplicate student profiles by selecting them in the list view (tick the boxes) and then clicking 'Merge Profiles' in the top right corner. Usually you would keep the profile that's moved further along the enrolment journey. The event bookings, interviews, enquiries and anything else attached to the profile to be merged is copied across to the one that is to be kept.
  17. Added Principal's name and their signature if you want this to be added to your final forms as part of the printed PDF package.
  18. We have relabelled 'All Contacts' to be 'All Prospectives' - this filter will NOT include the following stages: Community, Alumni, Cancelled, Declined and Not Proceeding.
  19. Split Interview Availabilities function to allow you to split interview availability into different segments and then either delete or edit the new segments.
  20. Added Parent only and Child only options for Events. Changed minimum attendees for event from 2 to 1.
  21. Add a 'Save and Back' button for saving events and interview availabilities so that when you click it it takes you back to the list view screen to save time.
  22. Ability to transfer an interview to another interviewer via the Interview Schedule screen
  23. When Custom Forms are submitted, we now append them to the PDF bundle. The final PDF bundle includes the Application Form, Document Uploads, Offer and Acceptance, Terms and Conditions and all submitted custom forms.
  24. On the Interview schedule pop-up in the staff admin and parent dashboard, when the pop-up appears for you to book in and it says, Are You Sure You Want To Book This Time?” we now also display the time.
  25. In Interviews > Schedule, we now also include the column Attendance Type i.e Day Student, Full Boarder etc.
  26. Added 'Update Offer Expiry Date' to bulk actions
  27. Added 'House' to CSV Export
  28. Upcoming Events in admin now display in order of event date - so the next date is shown first.
  29. Added 'Parent Links' for easy reference in Staff Dashboard at bottom of menu.
  30. Split Interview Schedule into Upcoming and Past
  31. Split Interview Assigned Profiles into Upcoming and Past
  32. Added 'Profile > Current Grade Level' available in Event and Enquiry form
  33. Added Residential and Mailing Address system fields for Emergency Contacts. (disabled by default)
  34. Ability to edit fields to display in transactions report and send a digest of all transactions at 6pm each night to a specified email address.
  35. Mailing Address and Communication Preferences for P1 and P2 - new system fields under Parents for more granular filtering/reporting.
  36. Toggle to set Form Builder's Custom Forms mandatory before Offer of Place can be accepted to force parents to sign the IT Agreement, Photo/Video Permission Form, Update Medical/Emergency Contacts BEFORE signing the acceptance and paying the acceptance fee.
  37. Bulk Verify / Un-verify Documents which gives you the ability to request parents for new uploads of School Reports and Naplan Results close to Orientation time.
  38. Dual Signatures (well documented in our KB)
  39. Gender Field Available on Enquiry and Events forms - ability to customise options.
  40. Relabelled some Event Settings to make them clearer.
  41. Events - Kiosk Setting changed to when turned on will allow registrations at any time - irrespective of Event Date and Time.
  42. Added Create Date and Last Updated Date to Export CSV.

That's it for now. We have loads in our development pipeline. Our school registrars seem to be inexhaustible well of ideas, and as you can see from the above, we're taking it all onboard and implementing it. I have to say though that I'm proud of the team and proud of our amazing product. It's wide and it's deep.

Published: 23 Jun 2021

PREVIOUS POST

Split payments to help ease the fee collection process

NEXT POST

Migrating to EnrolHQ

Categories

Popular Posts

Manea Senior College began using Enrol HQ in August 2022 to assist us to manage of growing numbers of enrolments.

Enrol HQ has provided us with a simple and accessible solution to help manage the complex task of enrolment.

We have been very happy with the level of support and responsiveness of the Enrol HQ team, who worked with us along the entire journey from inception to a fully functioning enrolment process which has made life easier and allowed us to reduce our workload significantly.

As a State school, we found the functionality and adaptability of Enrol HQ to be its best feature, allowing us to tailor it to our processes and guidelines.

Our parents and students have engaged with the system well and problem solving is easy, ensuring that they get a professional experience with the College from the start to the end.

I high recommend the team at Enrol HQ.

Grant Walton - Manea Senior College
Manea Senior College Logo

Since the very beginning of using EnrolHQ, I've found the system to be incredibly user-friendly. The support provided is outstanding, and the team consistently implements updates to enhance the processes even further.

Our admissions department has seamlessly transitioned to a paperless approach. Parents are enthusiastically embracing the system's straightforwardness for both uploading documents and completing customized forms for their child's application.

The system is particularly invaluable for interview procedures, as every step, from interview assignment and booking to inputting interview notes, occurs online. The Communication section is notably impressive, providing visibility into email read receipts and maintaining an email archive. There's also a dedicated section for noting and gathering information on incoming students and families. Assigning tasks to colleagues ensures meticulous organization, keeping all team members informed about the application progress. Coordinating and scheduling college events is effortless for both parent users and our admissions staff.

Our admissions department wholeheartedly endorses EnrolHQ for effectively tracking the enrolment journey of our students.

Carolyn Sharp - Santa Maria College
Santa Maria College Logo

We use EnrolHQ in our school and I don't know what we would do without it. It is a fantastic system for managing enrolments and helps us keep track of where students are, wherever they are in the enrolment process.

We also use the system to communicate with families in an ongoing sense (and keep a record of this communication), and the integrations provided by EnrolHQ as part of our school's website has meant the use of this system in provides families with a seamless interaction with us online.

I have been particularly impressed with the commitment of the EnrolHQ team to our experience using the system. They are quick to provide support and direction and are extremely responsive in the way they continue to iterate the way their product works in response to how we the users are working with it.

I couldn't recommend this system more to interested schools.

Jill McLachlan - Blue Gum Community School
Blue Gum Community School Logo

Using the Enrol HQ platform has revolutionised SEDA College’s student enrolment process from the enquiry stage through to the student graduating.

It has streamlined and increased the professionalism of our communication processes to both future and current students with the ability to create easy to use custom forms and email templates. Paper forms are a thing of the past!

With student having their own profile, it is easy to track what they have and haven’t completed and create a record for each interaction and communication.

We have also found it very useful when managing our information session event data and booking in student interviews.

Most importantly, Enrol HQ has a fantastic support team in place who go above and beyond to provide the best possible customer experience and ensure your school is getting the most out of their platform. With a clear continual improvement approach, I would highly recommend to any school out there to use Enrol HQ to take their enrolment experience to the next level!

Derek Taylor - Seda College
Seda College Logo

EnrolHQ has transformed our enrolments process. Its streamlined approach has made managing relationships with prospective students and their families incredibly efficient, allowing us to move away from paper-based enrolments entirely.

The software's user-friendly interface simplifies complex tasks, making it easy for our staff and parents to navigate.

We highly recommend EnrolHQ to anyone seeking an effective solution for enrolment management – it has truly improved our operations for the better.

Niki Jenkins - Sacred Heart College
Sacred Heart College Logo

Blue Gum Community School is a small school, with a small admin team. This means we need to utilize our software resources to it’s maximum capability.

Enrol HQ easily adapts to our enrolments needs for playgroup, preschool, primary school though to high school students.

Enrol HQ has quickly become an indispensable program for our school. It provides us with the ability to run essential analytical reports, securely track and record student details, and of course, seamlessly steps parents through a thorough enrolment process. 

Enrol HQ’s ability to be customised, is one of its most valuable features. This allows us to generate tailored data, providing comprehensive detail about our school community.  

A shout out to the Enrol HQ team for developing this powerful program and for the support they provide for their product.

Linda Fleming - Blue Gum Community School
Blue Gum Community School Logo

Get In Touch

If you have a question, we'll be happy to answer it.

Write us a short note below and we'll get in touch.

You'll be joining these happy HQ clients:

Logos of EnrolHQ clients who use our online enrolments system