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New to EnrolHQ Workflows
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Initial communication templates the school must provide
Set up Online Payments
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Initial setup in Settings
How To: Integrate EnrolHQ with Azure Active Directory SSO
How-To: Integrate EnrolHQ with Studentnet Cloudwork to provide SSO
Add Google Tag Manager to EnrolHQ
How to add users in EnrolHQ
How To Set Up Dual Signature Workflows
Create Email Signatures
Set up Email Authentication
Set up the Enrolment Form
Set up EOI/Scholarship Form
Managing Contacts
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Data Retention and EnrolHQ
Security White Paper
Emails
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If Logic - Create customised emails
Create Automated Emails
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How to make changes to email templates
What is EnrolHQ's email system
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Send Bulk Emails
Manually change a persons email preferences
Original/Pre-written email templates
Create Custom Emails
Create Marketing Emails
How to send bulk marketing emails
Set up Automated Incomplete Application Notification To Staff
Set up Automated Enrolment Application Follow-Ups To Parents
Set up Automated Enrolment Offer Reminders
Set up Automated Interview Reminders
Custom Email Templates
Custom Email Signature
Enquiry and Event
Manually adding a new enquiry
Discovery stage statuses
Self-check-in to events using a QR code
Create an Event
Making multiple sessions for an event
Add custom questions to your online Event Booking form
Booking people into the Event in Bulk
Filtering for Families Booked into A Particular Event
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How to cancel an event
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Application & Review
Expression of interest, application, waitlist and not proceeding statuses
Application Tab
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Document Upload Tab
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Interviews
Interview overview step by step process
Interview School Details Settings
Set Up Interview Locations
Set Up Interviewers
Set Up Availabilities for an Interviewer
Assign Student Profiles to an Interviewer
Invite Parents to Book
Creating Questions in the 'Interview PDF'
Post Interview
Interviews Inside Parent Dashboard
Deleting Interview Availabilities
Interviews FAQ's
Principal Review and Offer
Enrolment Offer Tab
Enrolment Offer and declined statuses
Principal’s Review
Re-open or Reset Application or Offer Forms
The parent's process of accepting an offer
Review - Filter for document uploads to be reviewed
Custom Forms
Creating custom forms
How to Enable and Use Custom Form Arbitrary Signing for Schools
Video: How to create a custom form
What are custom forms
Video: How to run a custom form report
Lead Forms
Custom Forms FAQ's
Exporting Custom Forms submissions
Reports
Student Profile Conversion
Student Status Conversion Report
Transactions report
Conversion Report
Intelligence report
Comments
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How to use the Grade - Year Settings
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School Management System (SIS) Integration
EnrolHQ to Synergetic Integration
EnrolHQ to TASS Integration
EnrolHQ to Edumate Integration
EnrolHQ to Sentral Integration
EnrolHQ to Engage Integration
How to Record Conversions using GTM and Google Analytics
EnrolHQ to Zunia Integration
Troubleshooting
How to switch primary point of contact when Parent 2 has no email address inside the system
Issue verifying parents with international phone numbers
How to update the PDF Header for Enrolment and GPA forms
Parent 2 can't accept the offer letter
How to Request Parent/Carer 2 Signature
How to re-upload documents in Parent Dashboard
Parents having trouble logging in or set up an account for the first time
Parents don't receive password update email
Primary Point of Contact/User Parent vs Non-User Parent
Why hasn’t my reminder email been sent
Creating Duplicate Profiles for Second Parents in Cases of Court Orders with Non-Communicating Parents
How do I change the user parent/switch Parent 1 and Parent 2?
How to delete student profile categories
How do I rename "Kindergarten", "Pre-School", "3 Year Old Program" labels
Video: Using My Tasks
The acceptance process and security protocol
How Do I Update the Enrolment Application PDF?
How to add Pre-School/ELC Specific Questions
How to create a field for additional “Document Uploads”
How To Increase Your Acceptance of Enrolment Offers
Creating custom forms
Updated: 1 year, 9 months ago
Content 1 - Add the required information and set up the form by clicking on Custom forms > CreateTitleURL Path Application in status - select which Status the form is enabled to appear in Parent DashboardYears of Entry - filter if the form should appear based on the student’s year of …
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How to Enable and Use Custom Form Arbitrary Signing for Schools
Updated: 1 year, 9 months ago
Content This article is a step-by-step guide to the process of enabling and using a feature that allows schools to send custom forms to any designated recipients they choose for tasks such as form completion, document upload, signature acquisition, and ID document submission.This feature is designed to simplify the process of …
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Video: How to create a custom form
Updated: 1 year, 9 months ago
Content Please click on the link to see the video: https://vimeo.com/714872720Password: train
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What are custom forms
Updated: 1 year, 9 months ago
Content Build your form, add however many different questions (with their own answer types) as you want, add any introductory/explanatory text, add sections and even segment the form into multiple steps. The best part is that these forms are all connected to EnrolHQs standard workflow tools for improving school productivity and …
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Video: How to run a custom form report
Updated: 1 year, 9 months ago
Content Please click on the link to see the video: https://vimeo.com/showcase/8450580/video/481983928Password: train
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Lead Forms
Updated: 1 year, 9 months ago
Content These forms are created in EnrolHQ and can be embedded in a website to gather partial leads. They allow schools to capture a lead without asking for lots of information as many parents may find it too onerous to complete an enquiry form for simple things such as downloading a …
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Custom Forms FAQ's
Updated: 1 year, 9 months ago
Content Do custom forms meet compliance standards?Every Form you create can be electronically signed by parents (works especially well on touch devices). So all your consents that you collect meets compliance standards.Can I get a PDF copy of the form submission?Every Form that is submitted by the parent is printed to …
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Exporting Custom Forms submissions
Updated: 1 year, 9 months ago
Content In order to export custom submission you simply need to click on Custom Forms in the main sidebar, click on the name of the form in the list and click on Report and Export button in the top right corner. The button will be greyed out if there are no …
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