Use the live feed to see real-time information about what parents do in the parent dashboard. Learn how registrars can use the dashboard to get a daily overview of new inquiries, upcoming bookings, new application forms, incomplete applications and expired offers.

Have a look of how the parent dashboard changes if you make a change to the student status in the backend from EnrolHQ. Learn how to add videos, documents and announcements and change the look & feel of the parent dashboard for different students.

What is the student's detailed view and what information can you find here. Learn what the different tabs do and how you should use these correctly including main changes for enquiry - event - expression of interest - application - interview and offer stages.

See this video to understand how the enrolment process works in EnrolHQ from initial contact until the student is starting school. See how to add, reshuffle and rename the enrolment process statuses under settings and create your own menu.

In EnrolHQ you can take actions for individual students or in bulk for multiple students at once. Learn how to filter all your records so that you can make actions based on student status, event bookings, enrolment application and enrolment offer stages, custom category flags and more.

Bulk actions allow you to send emails and SMS, send out offers, re-open forms, verify and unverify documents, change enrolment statuses, export CSV records for reporting and much more for groups of students at once. With bulk actions, you can quickly do your tasks and reduce repetitive jobs.

See this video to learn the process a parent needs to take to send in an enquiry form and how to correctly respond to an enquiry in EnrolHQ so the enquiry gets closed down in the dashboard.

Understand how to use the cohort filter. This filter is especially of interest to students that are interested in early admissions and will show registrars everybody in a particular cohort that can get an early offer.

This video shows the process a parent has to take to book into an event session. You will also learn how to book people or make changes to existing bookings from the backend in EnrolHQ.

Learn how to create new events from scratch in EnrolHQ. Understand how to input the correct settings based on what type of event you have and how to add the time and attendee limits.

Watch this video to see how to create multiple sessions for a specific event. Multiple sessions help to control the total capacity of attendees per session and make sure that attendees across all sessions are equally distributed.

This video shows how to make changes to the event booking form without going through the support channel. Understand how the settings menu works, where to find and how to change or add questions.

This video shows how to follow up after the event is complete. Learn how to use EnrolHQ to send bulk emails to all who attended the event and how to send bulk emails to all who were registered but did not attend to reschedule a new session.

See how to set up volunteers for your events in EnrolHQ and understand how to mark attendance on the day using the check-in links at the bottom of the vent section.

Learn how to print event labels for students and parents that are registered for an event. The video also goes through how to crop and add your logo to the event labels to make the look & feel school specific.

Watch this video to see how to cancel an event in bulk for all attendees and how to cancel an individual record booking. Learn how to create a custom "cancel event" email template and send a cancellation email to the parents.

Understand the process of emailing a parent using EnrolHQ. Shows how to use commslog for individual emails and All Prospective for bulk emails and explains how to add custom email templates to the dropdown menu.

Understand how to navigate the email settings menu to find the email template you're looking for. (Parent/staff or automatic/manual). Learn how to make your desired changes in the template and preview it to see that the changes are correct.

Custom emails can be found in a dropdown menu under comms log so you don't have to write repetitive emails ever again. You can also use these templates for automation. Watch this video to learn how to create a new custom template.

This video explains how to create your email signature in EnrolHQ. If you don't have a HTML script, watch how to make this by copying the information from your current email signature.

See this video to understand what the email tag inserter is and how you should use it correctly to pull data from EnrolHQ and allow you to send bulk emails without changing information. Understand how to search for the correct merge tags and make it easier to find the correct tags.

Learn how to make automatic emails in EnrolHQ. Set a time for when the automation should be sent. Create a custom email. Create the automation. This video shows two examples - how to set up a reminder (before an event) and how to set up a follow-up (after an event).

Learn how staff and parents can update email preferences to tell EnrolHQ to filter out manual and automated marketing emails. Parents can do this from their Parent Dashboard and from a unsubscribe link at the bottom of every marketing email.

Shows how to create a test profile and how to get past the verification steps in EnrolHQ. Having a test profile allows staff to check processes before going live with something, troubleshoot errors, and test forms and emails in EnrolHQ before sending them to parents.

Explains how to test different things in EnrolHQ using a test profile. Change the status and see how the parent dashboard changes. Test and view new changes for the application form by reopening the form. Test split signatures. See how to book an interview or accept an offer as a parent.

Learn how questions are organised in the application form and how to easily find the correct question under Form Fields categories in EnrolHQ. Learn how to activate/deactivate questions, make a question mandatory, add more options and entries or change the label of the questions.

Learn how to make changes to the signing page of the application. This video shows you how to make changes to "next steps", "HTML text" box, the "scrolldown and bullet points" boxes, custom checkboxes and also how to upload terms and conditions and other documents for the parents to sign.

Step-by-step process of how split signatures work in EnrolHQ. Learn how to waive or request the second parent signature and see what that process entails for the parent.

Watch this video if a parent is struggling to log into the parent dashboard. Understand the reasons why this happens and how to help the parent login. See how to switch the dashboard access to the other parent.

See this video if the second parent has trouble signing the application form (split family signature). The video explains the process the parent has to do, what you need to check and what details the parent needs to use.

Understand how to use the dashboard to find additional applicants to fill available slots using the incomplete application box. Offer assistance based on how far in the application process parents are.

Watch to learn how to use the application tab. See how far along a student's application process is, add manual application date, print the application PDF or make changes to payment settings.

Step-by-step instructions on how to set up the EOI/Scholarship/second main form in EnrolHQ. Goes through how to activate the form using Enrolment Journey Stages, go through the default settings and change questions and terms and conditions.

Learn what needs to be done after an application is received and how to check new applications using EnrolHQ. Follow this step-by-step process to see what you need to do before you can tick staff review.

Learn how to open documents back up in parent dashboard so parents can re-upload or add additional documents. How to send a request documents email to the parent and how to verify correct documents so they can be synced to your SIS (if you have a sync).

Explains how to add/change or remove enrolment documents from the application/EOI forms. If you need to adjust which or how many documents you request for the application or Expression of Interest forms this video will explain the process.

Staff review is the first review screen in EnrolHQ which shows every record that has an application submitted. This video shows one of the ways to use this review screen and what information you can see here.

This video specifies how to handle paper applications in EnrolHQ. Follow this step-by-step process to correctly input manual payments and register manual submissions.

See how to create student profile categories that help schools flag different types of students and filter these specific groups for bulk actions. This video explains how to use these and the difference between student profile categories and student priorities.

This video explains the difference between reopening and resetting forms in EnrolHQ. This gives you the option to collect additional information, correct mistakes or ask parents to re-confirm important information. Watch to understand how to use re-open and reset correctly.

Lead score ranks the students based on the filters or pageviews you've selected. Every record gets a score based on the application submission date and other points that are set up in EnrolHQ. This rank helps to decide which students should have priority during different enrolment stages.

All you need to know about custom forms. Add settings about when and for who this custom form should appear. Learn how to create a custom form using different types of questions, how to pull data from EnrolHQ and how to get past a few common mistakes.

Explains what to do if parents can't see the assigned form in parent dashboard. Goes through common problems with settings and how to adjust these

Explains how to search for activated custom forms and see who has started and/or completed them. The video also explains how to filter between different custom forms that have been assigned and not completed and do bulk actions to get parents to do their tasks.

This video goes through the different types of questions we have in EnrolHQ and shows you how to create them. Textarea, and input - writing, radio and checkbox - checkbox, select - dropdown, HTML - plain text.

This video goes through the process of setting up interviews in EnrolHQ. It explains how to set the main settings under School Details and Location and how to add interviewers and availabilities.

Learn how to do the second stage of the interview process. This video shows what happens when you change the status to interview, it explains how to assign an interviewer correctly, how to send an email invitation email and how a parent can book a timeslot.

See how to transfer an interview from one interviewer to another in case an interviewer for some reason cannot keep the appointment. Choose if you want to block the old time slot so other parents cannot book it.

This is the second review screen in EnrolHQ. It is originally intended to be used after an interview is complete to signal if the student is ready to receive an offer. View this video to see how to use the principal review.

See how to add new categories and questions in the interview questions section. Learn how an interviewer can use these questions by either printing an Interview PDF or writing notes directly in EnrolHQ.

This video shows how to make a connection between EnrolHQ and an interviewer's google or outlook calendar so that updates in EnrolHQ are automatically changed in their calendar.

This video explains how to cancel an interview both as a parent and in the backend (in EnrolHQ) as a staff. Next, it shows what happens in the parent dashboard after an interview is cancelled.

This video explains what you need to do in order to make an offer to a student. Putting the student in the enrolment offer status opens up more options under the offer tab and will allow you to make the offer and choose additional offer settings.

The process of accepting an offer. Logging into parent dashboard and sending email to parent 2. Parent 2 signing process. Parent 1 signing and payment process.

This video shows how to troubleshoot using the "log in as parent" feature and understand why parents can't accept their offer. Common problems include the student being in the wrong status, outdated contact details, expired offers and mandatory custom forms before offer can be accepted.

Make changes to the signing page of the enrolment offer. Watch to see how you can change your terms and conditions by adding a checkbox with a scroll-down menu, adding HTML text or attaching additional checkboxes with different documents under customization.

Learn how to make changes to the enrolment offer payment if you need to give a discount, add an additional payment line or waive a payment. Watch to see what to do if a parent makes a manual enrolment payment.

See what happens in the backend in ErnolHQ when a parent accepts an offer. Learn where you can print the offer acceptance PDF. Understand what happens in the parent dashboard and the next steps to take until the student starts school.

This video explains what to do if a parent can't accept an enrolment offer and the offer has expired. The acceptance can also be blocked if a custom form is mandatory before enrolment acceptance. See what this looks like in the parent dashboard so you can do the troubleshooting with the parent.

If the parents have accepted the offer and need to make a change to the details you need to follow the process in this video. Reset the offer - make the necessary changes - make a new offer and have the parents resign the offer with the new details.

Step-by-step instructions on how to set up the Reserved Place Offer in EnrolHQ. This is a second offer that can be used for deposit payments or separate kindergarten/junior/senior school offer templates and payments.

See this video to understand how the enrolment process works in EnrolHQ from initial contact until the student is starting school. See how to add, reshuffle and rename the enrolment process statuses under settings and create your own menu.

Goes through the most important settings under School Details. Learn where to add your school information, how to make changes to default EOI and application forms settings and enrolment offer workflow. You can also set interview and email settings, cut-off date and student profile categories.

This video looks at the most important settings under Customization. It shows different sections as they appear for the parent and explains where you can change this in the backend in EnrolHQ. In addition, you can learn how to make changes to titles, text and the final signature page.

Learn how to customize different forms in EnroHQ under Look & Feel. There are different versions of styles you can choose from - switch between a banner image and a background image. In addition, you can change settings such as colour palette, fonts, logo and light or dark background.

Watch how the parent dashboard changes when we move a student between different statuses. Learn how to select where in the dashboard videos, downloads and announcements should appear and which student statuses, calendar years of entry or years of entry should see them.

View how to make sure that new students enrolling are of the right age. 1. Let parents apply without interference. 2. Predicts the correct year of entry based on DOB 3. Only applicants older than the cut-off date are allowed to apply. 4. Only candidates in the correct calendar year can apply.

Choose the correct wording for your school application. You can select between year, form, grade or class. This video will show you where to change this in EnrolHQ and how this change will affect the application form.

Select which year groups are allowed to apply for different forms in EnrolHQ. The system will automatically restrict year groups not selected from applying and ask parents to send an enquiry form instead.

See this video to understand how to enable the preschool questionnaire in the application form. The video shows how to test the changes as you make in the backend by viewing them as a parent.

Understand how From Fields is structured so you easily can find the correct category and the correct questions. This video goes through Enquiry, Event and Application forms and explains each step so you know where to find the related questions in From Fields

This video goes through the different types of questions we have in EnrolHQ and shows you how to create them. Textarea, and input - writing, radio and checkbox - checkbox, select - dropdown, HTML - plain text.

This video explains what Audit log is and what it does. You can track status changes, re-opened forms, updated personal details and entry details, if a document has been uploaded, if a review has been made etc. The audit log will also record who made the change and when.

Learn how to set up and use the User Management and User Permissions menu. Set up new users to EnrolHQ or change details for existing users. Adjust permissions for roles to control access for different positions.

Selectors tell the system to group records and display different information to each group in an email. This video shows how to create selectors in EnrolHQ and how to set up the email template using selectors so that each group gets an individually constructed email.

Understand how duplicate profiles are created in EnrolHQ and how to fix this problem by merging the two profiles together. You need to switch so the same parent is both parent 1 and user parent in both duplicates and then do the final merge.

This video explains how to use the log-in as a parent feature. This feature can be helpful to do troubleshooting for parents, see the student's enrolment process or do testing before sending a live updates to the parent. Using this feature you can only see as far as the parent can.

Shows how to create a test profile and how to get past the verification steps in EnrolHQ. Having a test profile allows staff to check processes before going live with something, troubleshoot errors, and test forms and emails in EnrolHQ before sending them to parents.

If the system won't let you link two siblings because the parent email address is already in use, you need to use a workaround. This video gives step-by-step instructions on how to change the parent 1 email address when the user parent email is already in use.

Watch this video if your school has international students and you need to activate a separate residency status tickbox in the application. You can select if the visa should be optional as some students don't have this confirmed at the time of application.

You can use SMS to improve task and application completion, reduce the time of offer acceptances and more. This video shows an example of how SMS works in EnrolHQ and shows how to send out SMS individually, in bulk and make automatic messages based on specific trigger events.

Step-by-step process of how split signatures work in EnrolHQ. Learn how to waive or request the second parent signature and see what that process entails for the parent.

Learn how to change the user parent's email address.

This video explains how to set up commencement date with step-by-step instructions. You will need to activate the field in Form Fields and set up commencement dates in Settings before they can be activated for offers

Assign tasks to remind yourself or someone else in EnrolHQ to do something and always be up to date. Tasks can be phone calls, emails internal notes etc. and you can make the tasks "required by date" if they are critical.