Benefits
Features
Blog
FAQ
Docs
Pricing
Support
Request Demo
Home
EnrolHQ Knowledgebase
Settings
Changelog
Changelog
Items Reviewed and Scheduled
Workflow
Student Profile
Parent Dashboard
New to EnrolHQ Workflows
The Enrolment process and Enrolment stages
Workflow examples
Initial set up in EnrolHQ
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
Managing Contacts
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
Emails
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
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
Managing Attendees List
How to cancel an event
Printing Labels
Event URLs
Getting Ready for Open Day
Application & Review
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
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
Settings
School Details
Form Fields
Payment Settings
How to use the Grade - Year Settings
Look & Feel
Enrolment Journey Stages
Custom Scripts
Syncs
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
School Details
Updated: 1 year, 6 months ago
School Details page allows you to add staff signatures, manipulate and customise your workflows, set interview and events parameters and much more. This is what makes EnrolHQ the most self-managed enrolment software on the market.
Read full article
Form Fields
Updated: 1 year, 6 months ago
Content What are Form FieldsForm Fields consist of several categories. Every category is connected to questions in Enquiry, Event Booking and Enrolment forms. If you need to make a change to a question related to the student you can open the "Profile" category and find all the questions related to this …
Read more
Read full article
Payment Settings
Updated: 1 year, 6 months ago
EnrolHQ integrates with CommBank BPay, Westpac Payway (which includes St George and BankSA), NAB Direct POST as part of the standard system.
Read full article
How to use the Grade - Year Settings
Updated: 1 year, 6 months ago
Content Grade - Year Settings Page restricts enrolments. You can use this function to set which year grades and calendar years your enrolment and expression-of-interest forms are open for.Go to Settings > Grade-Year Settings and select the calendar years and grade/year of entry that parents can select at the beginning of …
Read more
Read full article
Look & Feel
Updated: 1 year, 6 months ago
Content This section allows you to style your forms with banners, school logos and background images, change school's font style and colour and add a bottom and top logo to your email messages.Here's an overview over the recommended size images should have when they're uploaded to EnrolHQ:
Read more
Read full article
Enrolment Journey Stages
Updated: 1 year, 6 months ago
Content This section allows schools to make changes to their enrolment process by activating, deactivating, renaming and changing the position of different enrolment stages. This includes the main stages: enquiry - tour booking - application - interview - offer - orientation and community and also the additional substages such as expression …
Read more
Read full article
Custom Scripts
Updated: 1 year, 6 months ago
Content EnrolHQ gives you the ability to add your own CSS and javascript snippets.If you want to add styles only for specific page then use one of the following selectors in your rules:Enrolment: #enrol-enrolmentExpression of interest: #enrol-eoiEvent(s): #enrol-eventEnquiry: #enrol-enquiryRegister interest: #register-interestSpecific functions are called on specific page only, enrolHQInitAlways is called …
Read more
Read full article