Initial setup in Settings

To begin setting up you need to fill in the basic information such as the school's details, signature workflow and parent relationships. Please follow the step-by-step guide below: 

1) School Settings

Go to Settings > School Details and enter the following in the School Settings Box:

• The full official name of your school
• Choose Gender to indicate whether it's a Co-ed/Boys/Girls school
• Website URL so that the application form and enquiry forms can direct parents back to school website when they close
• Telephone number of Registrar or Admissions/Enrolments Office
• Email of Admissions/Enrolments team - this is the email that will be used to send email notifications to.
• Default From Email (usually the same as the above) is the email address parents receive system emails from
• ABN, CRICOS if you have one
• Prospectus Link to an Online Prospectus
• Registrar Name
• Principal's Name
• Enable 2FA so that staff are required to receive a code in their phone or email to log-in to this dashboard.
• Please also add the Campus and Mailing Address to the school profile. 

2) Field Options

Scroll down to Field Options. Use the checkboxes to show/hide options. If checked, the Residency statuses will be added to the form. If unchecked, they will be hidden. 

There is also a feature called the Entry Year Prediction Cut-Off month - if enabled and set, EnrolHQ will use the applicant's Date of Birth and Grade of Entry to pre-fill the expected Year of Entry. Eg a date of '8th August 2014' and Grade of Entry of 'Year 2' will pre-fill Year of Entry as '2022'. The parent can still override this Year of Entry if they so desire.

3) Set Parents Relationships 

The default values we suggest are:

Parents Married
Parents Divorced
Mother Deceased
Father Deceased
Single Parent
Parents Separated
Parents in De Facto Relationship

There is also a checkbox to allow you to make Parent 2 mandatory on the application form. If you uncheck this box, the applicant will be able to add either one or two parents. If you want to only allow this feature in certain circumstances (eg a mother or father has deceased) by default these options have been added and will bypass the original setting for 2 parents..