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 the Enrolment Journey)
- Attendance Type and Fees
- Parent Relationships
Link to the article School Details
Offers - Setup or Modify Terms and Conditions
Create Additional Offers - Change Names and update Email Template
Set up Automated Enrolment Offer Reminders
The parent’s process of accepting an offer
Parent 2 can’t accept the offer letter
Enrolment Offer and Declined Status
How to reopen an Offer
Video - Changing Offer Terms and Conditions
Video - How to add Additional Offer Acceptance Templates
Video - How to make changes to the Enrolment Offer Payment
Video - Split Enrolment Offer Payment
Video - How to assist Primary Parents to Accept their Offer
Video - How to assist Secondary Parents to Accept their Offer
Video - How to make changes after an Offer is Accepted
Video - Activate a Reserved Place Offer
Video - Initial Setup of a Reserved Place Offer
Video - Review Email templates for Reserved Place Offer
Troubleshooting Offers: