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 Common problems include the student being in the wrong status, outdated contact details, expired offers and mandatory custom forms before offer can be accepted.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.