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.