Adding a New Student Profile

Most of your Student Profiles will come from parents entering data via the EnrolHQ forms available. However sometimes you will need to create Student Profiles from scratch based on receiving an email enquiry or a phone call from a parent who isn’t already in the system.

To do this, Go to Contacts > All Prospective and click the ‘+’ button at the top of the CRM.

The minimum set of data you need to create a Student Profile is the following:

1 - Student First Name

2 - Student Last Name

3 - DOB

4 - Year Level of Entry (i.e Year 7)

5 - Calendar Year of Entry (i.e 2022)

6 - Parents Title (Salutation)

7 - Parents’ First Name

8 - Parents’ Last Name

9 - Parents’ Email Address

This will create a student profile and assign a EnrolHQ Student ID e.g

20120808-7-2021-Chan-N

This Student ID is based on DOB-Year Level of Entry,-Calendar Year of Entry-Last Name-First Initial. If there are records where the details are exactly the same, then the subsequent records will have -1, -2 etc at the end of the Student ID.

If you are adding a student from a previously received application (paper), then the application date and payment receipt details must be added to the Application Control Panel and the Journey stage moved to the appropriate stage for the applicant.