Settings

Status - Enrolment Journey 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.

School Details

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.

Customisation

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.

Look & Feel

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.

Enrolment Dashboard Settings

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.

Set Cut Off Date

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.

Change School Level Label - Year to Grade/Class/Form

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.

Year of Entry Settings

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.

How to activate preschool questionnaire

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.

Form Fields

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

How to Add Different Types of Questions

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.

Audit Log

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.

User Management

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

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.