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.