Changelog

Items Reviewed and Scheduled

Student Profile

Parent Dashboard

New to EnrolHQ Workflows

The Enrolment process and Enrolment stages

Workflow examples

Initial communication templates the school must provide

Set up Online Payments

Commonwealth Bank Payment Gateway setup BPoint

Westpac / St George Payway Setup

Stripe Payment Gateway setup

Create a Sub-Domain

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

Log in as parent

Adding a New Student Profile

Contacts menu

Filter contacts

Cohort Filter

Copy/Paste feature

All Prospective page - layout

Alternative Years of Entry

Bulk Actions

Exporting Records/CSV

Duplicate profiles

How to send SMS from EnrolHQ

Filter through Bookmarks

Roll Up and Roll Down students

Data Retention and EnrolHQ

Security White Paper

Commonly Used Tags

If Logic - Create customised emails

Create Automated Emails

Set up Automated Event Reminders

How to make changes to email templates

What is EnrolHQ's email system

Address Book

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

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

Managing Attendees List

How to cancel an event

Printing Labels

Event URLs

Getting Ready for Open Day

Expression of interest, application, waitlist and not proceeding statuses

Application Tab

Staff Review

What to do after receiving new applications

Document Upload Tab

Lead Score

Agent Details

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

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

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

Student Profile Conversion

Student Status Conversion Report

Transactions report

Conversion Report

Intelligence report

Comments

School Details

Form Fields

Payment Settings

How to use the Grade - Year Settings

Look & Feel

Enrolment Journey Stages

Custom Scripts

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

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

Cohort Filter

Updated: 2 months, 3 weeks ago

The cohort filter looks at everybody in a particular cohort and shows students that may require early entry or are on a waiting list for a different year group.

To set up the Cohort filter go to All Prospective > Show more > find Cohort Filter and add a year level and year group.

Screen Shot 2022-10-27 at 3.14.37 pm.png

This filter sorts everyone from the selected year and the similar cohorts below - all the people that could potentially be in that grade.

Example: If you select year 7 - 2024 the filter will show:

Year 7 2024

Year 6 2023

Year 5 2022

Year 4 2021

Year 3 2020 etc.

If you need students that might require an alternate year of entry please review this article: Alternative Years of Entry

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