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01

Ranking and Lead Score

How it Works All applications receive a standard weighting based on the time stamp when an application of enrolment is submitted. The oldest submitted application is ranked number 1 and the latest submission will display ranked last based the EnrolHQ …

02

Document Upload Tab including Staff Only

Staff/Private Staff Only Documents Uploads & Parent Downloads To upload and download confidential or customised student documents for parents and staff, you can utilise these three sections: Staff Only Document Uploads The student files you upload here will be added …

03

What to do After Receiving New Applications

How to Find Your New Applications in the Staff Dashboard Click on Contacts - this will expand all the Enrolment Journey Stages Click on “All Prospective” Click on the “Bookmarks” Button Click on “Application for Enrolment - New Applications” Requesting …

04

Staff Review

Staff Review The admissions team will review each application to see if there are any issues with the form answers or uploaded documents, and ascertain whether the student has any inclusive learning or medical needs or family court orders. When …

05

Application Tab

Re-Open Form By clicking on Re-Open the Form the form will open back up in parent’s Enrolment Dashboard will all previous answers intact. The parent can then go through the form and change their answers. They will accept the conditions/sign …

06

Expression of Interest, Application, Wait List and Not Proceeding Stages

Wait List This is a manual Stage that you can use as a holding bucket for the student profiles that are to be wait listed so you can come back to these later. As you are going through each application, …

07

How to Set Up ANZ CyberSource

Add ANZ CyberSource to Your EnrolHQ Payment Settings How to Set Up ANZ CyberSource on EnrolHQ This guide will walk you through the process of setting up ANZ CyberSource as your payment provider in EnrolHQ. You’ll need to generate API …

08

How to Record Conversions Using Google Tag Manager

Tracking Conversions with Google Tag Manager in EnrolHQ EnrolHQ uses JavaScript to handle page views and form submissions without full-page reloads. This means you can’t track conversions with page URLs for sub event types and application and EOI forms. Instead, …

09

How to Set Up NAB Gateway

Add NAB Gateway to Your EnrolHQ Payment Settings How to Set Up NAB Gateway in EnrolHQ This guide will walk you through the process of setting up NAB Gateway as your payment provider in EnrolHQ. You’ll need to generate API …

10

How to Set Up Email Salutations for Split Families

Create a Student Profile Category for These Families Go to Settings > School Details > Student Profile Categories Student Profile Categories In this example I have created a Student Profile Category of Internal Use, Multi-Parent Arrangements Create a Selector for …

11

Managing Data Safely and Respectfully

Introduction Managing enrolments for families where parents are separated, divorced or share custody requires extra care to ensure data privacy and prevent conflict. EnrolHQ is designed to support these situations, but the process relies on schools reviewing and managing data …

12

How to Verify Your Application Form Before Go Live

Preview Your New Application Form EnrolHQ provides the ability to preview your form without having to fill out a “dummy” application. Settings > Form Fields When you select the Preview the current form will open in a separate tab. Any …

13

User Column Customisation System and Individual

All Users Field Customisation Link to all Table Columns / Tabs If you want to standardise all the User fields within your EnrolHQ you can do this by going to Settings > Table Column / Tabs You can complete your …

14

How to Integrate EnrolHQ With Google SAML-based SSO

Using Google SAML-based SSO for EnrolHQ Login With more international schools coming onboard, we recognise the need to offer a path to setting up Google SAML-based SSO with EnrolHQ. The main difference is that Google does not provide a URL …

15

How to Set Up Your NAB for Transact

NAB Transact Details Your NAB Transact Login You can access NAB Transact from the login menu on the nab.com.au homepage. Simply select NAB Transact from the drop-down menu, click Login and enter your Client ID, Username and Password. Client ID: …

16

How to Add Users in EnrolHQ

User Management Roles and Permissions You must have Admin Permission to be able to complete this task. If you have a diverse level of permission requirements within your organisation, you can setup other User groups to grant View only / …

17

How to Set Up Your Stripe Payment Gateway

Stripe Payment Gateway Set Up Step 1: Setup or Login to a Stripe Account If you don’t have an existing Stripe account, setting one up is fast and straight forward. You start the process here Once logged in to your …

18

How to Set Up Your Westpac / St George Payway Details

Westpac / St George Payway Setup Note. We’ve used St George screenshots but Westpac is the same. Getting an account​ If you need to sign up for a Payway account, you can register for an account here. Switching to production​ …

19

How to Set Up Your Commonwealth Bank Payment Gateway

Add BPOINT to Your Payments Ecosystem Please see below for BPOINT instructions. See the User Permissions dropdown, check that has API inside BPOINT, if not you will need to get in touch with CommBank to have API added to BPOINT. …

20

How to Set Up Dual Signature Workflows

How To Set Up Dual Signature Workflows For any separated or divorced families EnrolHQ offers a split signature process for application form, offer and custom forms. Using this feature, the parents can sign and accept the terms and conditions from …

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