Web links for email templates and websites The web links to your Events page, Parent Enrolment Dashboard or Application Form etc, are all located on the main menu under Parent Links. There are links to all the available forms. Your …
Reserved Place Offer Setup and Review Reserved Place Offers Offers Additional settings must be completed for Offers in Settings > School Details > Reserved Place Offer Workflow Parent Signatures ( includes the split signature workflow, and what signatures are required …
School Details Once setup at the Onboarding, Settings are usually only reviewed Annually. Articles on Settings: School Details User Menu Customisation Form Fields Payment Settings How to use the Grade - Year Settings Look & Feel Enrolment Journey Stages Customisation …
Reports Report Articles: Transactions Report Intelligence Report Conversion Report Student Status Conversion Report Student Profile Conversion Report Event Conversion Report Student Geo Data Report Top Schools Report Document Report Predictor Report Comments Report Tasks Report Register Interest ...
Custom Form Setup and Review Custom Forms Articles on Custom Forms: What are custom forms Creating Custom Forms Custom forms for Single Parent or Split Parents Custom Form Templates How to Enable and Use 3rd Party Custom Forms for Schools …
Offer Setup and Review Offers Additional settings must be completed for Offers in Settings > School Details > Enrolment Workflow Enrolment Offer Workflow Parent Signatures ( includes the split signature workflow, and what signatures are required for each stage of …
Interviews Setup and Review Interviews - this link will take you to all the related articles Interview Overview Step By Step Process Interview Details Settings Set Up Interviewers Set Up Interview Locations Set Up Availabilities for an Interviewer How to …
Application Articles and Videos Applications Articles on Applications: Application Tab Application and Review Student Profile Categories Lead Score Expression of interest, application, waitlist and not proceeding statuses What to do after receiving new applications Videos on Applications: Video -...
Events Setup and Review Enquiries and Events - this link will take you to all the related articles Articles on Events: Events Customisation Setup Events Individual Event Settings Create an Event Booking people into the Event in Bulk How to …
System and Custom Email Template Setup and Review Original/Pre-written email templates How to make changes to email templates Create Additional Offers - Change Names and update Email Template Create Email Signatures Custom Email Templates Create Marketing Emails Create Automated Emails …
Introduction to EnrolHQ Welcome: Introduction Articles: Initial Set Up in EnrolHQ School Details Individual User Column Customisation Introduction Videos: Video - Dashboard Overview Video - Enquiry Workflow Video - Cohort Filter Video - Filtering Contacts Video - Student Detailed View …
Logging into the Staff Dashboard When a user logs into EnrolHQ the Staff Dashboard is displayed. The access level for each type of user is setup in User Management This example view below is for a user with Registrar, Interviewer …
Items Reviewed and Scheduled Here is the list of major development items we are currently working on: Student-led and Agent-led Applications Ability for Primary Carer to control Secondary Carer’s access to the Enrolment Dashboard Adding New Reports / Graphs (Leavers, …
Changelog 02 Mar 2026 Added a warning message for documents in the abilities section to show conditional requirements for re-opening the document 27 Feb 2026 Added ability to add multiple payers under the billing section Added fields to collect billing …
Workflow with EOI and One Step Enrolment Workflow without EOI and Two Step Enrolment
Recent Profiles The last 5 most recent student profiles you have viewed will be listed here for your convenience. EnrolHQ Dashboard When you sign in for the first time this is the default screen. This dashboard will show you an …
Parent Dashboard Each Primary Parent has an Enrolment dashboard and parents need to use their original email and password to ensure all children are added to the same family unit within EnrolHQ. A parent dashboard is automatically created as soon …
Student Profile To view an individual student profile there is a small blue ‘Edit’ button for each record in the table. This will take you the student profile detailed view with all the information and tools you need for managing …
The Enrolment Stages On the main menu you will see that the the Contacts menu expands out to have shortcuts to predefined Stages. These are the different Stages that Student Profiles are expected to go through as they progress through …
How to export a single student from EnrolHQ via XML into Synergetic The XML export is used to add new students from EnrolHQ into Synergetic, typically when they are at Orientation stage so they have documents uploaded and have submitted …