Enrolment Offer Open When the application has Passed Leadership’s Review, it will be up to staff to make the offer of enrolment from the Enrolment Offer tab. The offer of a place is emailed in bulk or individually. To make …
Making an Offer Parent will pay Enrolment Fee of the amount specified in Settings>Payment Settings>Enrolment Offer There is also a separate section where schools can setup an optional Fee/Donation Payment amount Additional Payment Options Make Offer Button Custom Offer Expiry …
How to Book Multiple Interviewers For an Interview As you are adding interviewers, make sure the Interview Date/Time is exactly the same for the interviewers assigned. As an example, let’s say we need to add two Interviewers to the one …
How to select an Interviewer Calendar After you’ve finished setting up your interviewers you will notice in the list that there’s a ‘Calendar’ button on the far right. To select a Interviewers Calendar link Go to Interviews > Interviewer Email …
Remove An Interviewer EnrolHQ do NOT allow Interviewers to be removed if the staff member has Interviews allocated or booked to them. In order to delete an interviewer you are required to transfer the interviews to another staff member. All …
Interview Bookings on Parent Dashboard The interview booking system is a ‘smart scheduler’, it will try to keep all interview bookings adjacent to each other so that interviewers don’t end up with gaps. It does this by offering a limited …
How to delete interview availabilities If you want to delete an availability where bookings have already been made, you’ll have to “View Bookings” and go to the individual records to Cancel their Interviews (thereby noticing the parents). Once all the …
How Parents Book Interviews Parents will log into their parent dashboard - they will have a ‘Book Junior School Principal’s Interview’ on the dashboard in their Outstanding tasks box. They’ll click on the big green button and be presented with …
How to enter the notes and mark interview as complete To enter the notes from the interview and mark it as complete, you will need to go into the Student Profile detail view and go to the ‘Interview tab’ - …
How to create questions in the ‘Interview PDF’ Go to Interviews > Settings > select ‘Print Notes in the Review PDF’ You can edit/add to the questions that are attached to the ‘Blank Interview PDF’ for each Student Profile. Go …
How to invite Parents to Book for an Interview Now that you’ve added an Interview type to the families you can either assign to the interviewer (or leave blank for Interview Pooling), you will need to send them an email …
How to assign Student Profiles to an Interviewer You may want to use your filters to filter your CRM list and then select the records that you want to assign. For example, Year 7, 2020. Go to Bulk Actions to …
How to set up Interviewer Availabilities Now that the Interviewers are setup in EnrolHQ, you need to add availabilities for parents to book. If the calendar has been shared with the Interviewer it will update for the Interviewer as you …
Booking Process Click on “add interview” from the interview tab to assign a student to an interview type and present all the related availabilities. If no specific interviewer is chosen, the Interview Pool feature dynamically generates available time slots from …
How to set up Interview Locations Remember you are inviting parents to your school grounds and they may be unfamiliar with parking, where the administration office is, sign-in procedures etc. These locations provide the instructions for parents. You will need …
How to set up interviewers When setting up non-enrolments staff as Interviewers the the Interviewer settings need to be adjusted, this is done once according to the individual School/College access specifications. Below are samples of the setting to limit access …
Trigger Staff Reminder this number of Hours Before an Interview Please note, that email will be sent only if a rule exists for “Interview Booking Reminder (for Staff)” and the Custom template Email uses the automation tags. Trigger Parent Reminder …
Set up the necessary settings under Interview Navigate to Interview > Settings. This is where you can set the interview duration, usually 30 minutes. You can also set the Interview types; these are important as some schools want to schedule …
Complex Splits - Acrimonious In the case of acrimonious split families there can be a situation where the second parent is unwilling to sign the application without seeing the full Application. This may be because they want to understand exactly …
Navigating Steps with Applications From Education Agents If an Education Agent is to make an application on behalf of a family (especially a family from a non-English speaking background), should contact the school before making an application and provide the …