Steps to filter for families booked into an event If you want to filter for families booked into a specific event (so you can do Bulk Actions like Send Emails) go to Contacts > All Prospective and open ‘Show More’ …
Steps to manually book people into an event using Bulk Actions Go to Contacts > All Prospective and filter for the records you want to book in and then select them using the checkboxes on the left. Then go to …
Add custom questions Your EnrolHQ instance has the ability to add unlimited custom questions to your event booking form by using the event booking questionnaire. Go to Settings > Form Fields > Event Booking Questionnaire and add your custom questions. …
Create an event Go to Events > Events List The first section of the event is the details of the event, it includes the type of event, an image if required, the number of persons one family can book, the …
EnrolHQ’s ability to set up and run events EnrolHQ comes with the ability to set up and run events for future students and their families. Your school might have ‘Open Days’, regular ‘School Tours’ or even ‘Taster Days’ for Kindergarten …
Setting up QR code instructions Setting up a Public Kiosk QR code means no laptops or tablets are required to register people’s attendance. If parents have not yet pre-registered - you simply get parents to scan and register on their …
Enquiry - Online These student profiles are created when the parents use the standard Enrolment Enquiry Form. It is also the default status when you use the ‘Add New Contact’ button inside your CRM to add a student manually by …
Marking the Enquiry as Responded Now that you’ve entered the enquiry into the system, it will show up on your main dashboard. The dashboard shows you the number of enquiries you’ve received within a certain time period while the list …
Third-Party Sub-processors TeamHQ conducts yearly compliance assessments of these sub-processors, and when engaging a sub-processor involves international data transfers, TeamHQ performs Transfer Risk Evaluations in compliance with Relevant Privacy Legislation governing such transfers. TeamHQ req...
Making an Online Meeting Link Shorter When you are creating an online meeting you will insert either a Zoom, Teams or other kind of online meeting link. Sometimes the link may be too long. Please use the following converter to …
User With Email “xxxxxxxxxxx” Already Exists Occasionally, a parent is unable to complete an application due to an error message about the email address. Staff trying to add the details manually will see the error. This issue can be fixed …
Update Name and Signature Go to Settings > Campuses Select: Main Settings See Campuses Registrar Title and Registrar Name as well and Principal Title, Principal Name and Principal Signature are updated here. Note: the Principals title, name and signature added …
Error message %20school.domain%20 The error message is :’%20school.domain%20’ from %20school.domain%20’. We have the ability duplicate email templates however sometime staff want to copy the details form a system template into a custom template. The error message %20school.domai...
Book Interview After Questionnaire Completed You can choose to complete either of the following options for enabling Pre-Interview Questionnaire. Ensure that your Interview Settings show that Parents can only “Book an Interview” when in Interview status Create a new custom …
Application Manual Payment Some parents will contact a school to make payment via EFT instead of using a credit card. In this situation is important that parents complete all online processes up to the payment point prior to the manual …
How To Increase Your Acceptance of Enrolment Offers EnrolHQ has many tools built in to help you follow up with your families that have been offered a place. What can I do as a School Admissions Registrar? Here are our …
Creating a Field For Additional “Document Uploads” Settings > Form Fields > Enrolment Documents and click on “Custom Documents Upload” Select the document you wish to amend Select where the document is enabled e.g. application, custom form Select if this …
How to Add Pre-School/ELC Specific Questions Sometimes you may want to ask specific questions if, for example, the applicant is entering the schools Pre-School or ELC programs, for example what days of the week they would like to attend. You …
How Do I Update the Enrolment Application PDF? Sometimes you may make updates to the Enrolment Application for example change the desired year level of entry and calendar year of entry in the case that the family doesn’t want to …
The Accept Offer Process At this stage of the process, if we ask whoever is to be responsible for the fees to sign (normally both parents). The steps look like: This Accept Offer form is only available from an email …