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01

Links for your Website

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 …

02

Reserved Place Offer

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 ( …

03

Settings

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 …

04

Reporting

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 …

05

Custom Forms Workflow

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 …

06

Offers Setup and Review

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 …

07

Interviews Setup and Review

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 …

08

Application Setup and Review

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 …

09

Event Setup and Review

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 …

10

Emails System and Custom Setup and Review

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 …

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