Please read the step by step instructions here: 

Initial setup in Settings

EnrolHQ provides the ability for you to turn on and off form fields (questions), set the fields as mandatory, in some cases re-label the field, and also display help text against the field to help guide the parents. To do this you need to go to Settings > Form Fields

Go into each question and enable/disable the questions you wish to have. 

To edit all other fields, we recommend you open up the Application Form found on https://yourschooldomain.com/student/enrolment in a new tab so you can test your updates as you make them inside the Admin Settings under Settings > Form Fields.

Often you'll want to add some custom questions for students to fill in. You can do this by adding multiple fields under the Questionnaire section and enabling them for your form.

Go to Settings > School Details > Parent Signatures

• Tick "Enrolment Application Form Requires Signatures" - this will provide signature boxes for parents to sign with their finger on a touch device or use the touchpad on laptop.
• Select which parent relationships are allowed to do a split signature workflow by adding options to "Separated Parent Signatures Workflow Enabled For Following Parent Relationships". Split signatures allow the person filling out the form to tick a box that says Parent/Carer 2 is not available to sign. The school may contact Parent/Carer 2 by other means and ask them to sign later.
• If you want to collect Parent IDs at this point then you may tick the "Require ID Image Upload"

To edit the Application Form step labels, you can do so inside the customisation page by going to Settings > Customisation > Enrolment Application and Expression of Interest forms. Remember to save after making the changes.

To edit the content that shows on the start page of the Application Form, use the following box.
Note: we allow HTML for this section to give you more flexibility in styling text and adding links etc. If you need help to edit this, please let us know.

You can also edit the following text that is found throughout the application form.

• Go to Settings > Customisation > Application for Enrolment and Expression of Interest forms.

There are the Terms and Conditions that a parent will be agreeing to as they submit an Enrolment Application, Expression of Interest or Scholarship. There are also conditions that are included when a place is offered.

These names can change according to the Organisation's preference. These steps should be completed for Application and either Expression of Interest or Scholarship. (this depends on the organisations use of EnrolHQ).

• Go to Settings > Customisation > Application for Enrolment Signature Step

There are a number of seperate sections that you can choose to use. Default text has been added as a guide for setting up this content. There are also options for specific conditions where a parent must use a check box. Please ensure all changes are saved.

These steps should be completed for Application and either Expression of Interest or Scholarship. (this depends on the organisations use of EnrolHQ).

• Go to Settings > Customisation > Policy Agreement Documents

Policy agreement Documents must be included, they must be added (Drag and Drop) however they can be edited when policy changes at any time.

Email Templates

Go to Email Settings > Templates > Enrolment

Please navigate to the Email Templates and update each template as it applies to your school. Default templates are supplied. For setting up the Application Form, there are only 4 to check.

Enrolment Invite Parent

This is used if you invite people to Enrol. If you have an open Enrolment Application on your website, you can ignore this template.

Enrolment Form Submitted Parent

This is the reply that goes to the Parent on submission of the Application.

Enrolment Form Submitted Staff

This is the notification that goes to your staff on submission of the Application.

Enrolment Form request non-user parent signature

This is used for split parent signatures for separated or divorced families.

Note: The other Email Templates under Enrolment will need to be reviewed prior to sending offers, requesting more documents or declining an applicant.

• Go to Settings > School Details > Enrolment Application Workflow

1. This is the URL name of your enrolment form
2. Specify the number of Emergency Contacts allowed
3. Specify the number of days after which an incomplete application will show on the Staff Dashboard to allow follow up
4. You may choose to lock the entry grade and if an expression of interest/scholarship form has already been submitted
5. Click on Change mandatory forms for this Application Form to take you directly to the settings enrolment application Custom Form settings

1. If your application is available only by invitation, turn on the invitation function. Your application should always Allow Profile Creation
2. Link here to other Custom Forms you require to be completed before a parent can start this form
3. Select the Stages during which the application will be available for completion, for example Enquiry, Event Booking, Application
4. If you have multiple campuses you may choose a logo or image/s specific to the campus you are using the form with. Usually the application is left to pick up images from the main Campuses settings
5. Create an introduction to help your parents understand what documents will be required to be uploaded, how long the form is expected to take and other important information

• Settings > School Details > Enrolment Offer Workflow

1. Enrolment Offer Email Delivery Delay - change this to 0 minutes while testing
2. Change the default offer expiry date if necessary
3. Set a grace period that allows parents to accept their offer for a short period after the expiry
4. Trigger Reminder - set the number of hours that a reminder email will be sent to parents
5. Click on Change mandatory forms for this Enrolment Offer form where you can add other Custom Forms required to be completed before the enrolment offer is accepted, for example ACARA Data Collection Form