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Managing Contacts

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01

Security

Important Notes EnrolHQ has been reviewed by Safer Technology for Schools and are badged. https://st4s.edu.au EnrolHQ has been reviewed by UpGuard and received a rating of A. https://www.upguard.com/product/security-ratings Rating of …

02

Data Retention and EnrolHQ

What is Personally Identifiable Information? Personally Identifiable Information (PII) is any information connected to a specific individual that can be used to uncover that individual’s identity. Examples include their residential …

03

Roll Up and Roll Down Students

Roll Up and Roll Down Students EnrolHQ’s Roll Up or Roll Down function assists keeping your records up to date with the most current enrolment information. It allows schools to …

04

Filter Through Bookmarks

Create a New Bookmark Select your filter combination Click on the icon next to the bookmark Give the bookmark a name and the filters will be saved under bookmarks for …

05

How to Send an SMS From EnrolHQ

SMS in EnrolHQ SMS is a helpful tool to communicate with parents. EnrolHQ uses a unique mobile phone number for each school to ensure that parents can respond to any …

06

Duplicate Profiles

How Duplicate Profiles Occur Duplicate Profiles can occur if the parents unintentionally set up two profiles for the same student. A common example is one parent creates a Profile uses …

07

Exporting Records/CSV

How to export records/CSV Aside from bulk actions, you also have the ability to export all the records that are returned with your search or specific records if you tick …

08

Bulk Actions

How to utilise Bulk Actions Bulk Actions are only available when profiles have been selected from a Contacts List. 1 Filter the profiles that you wish to complete the Bulk …

09

Alternate Years of Entry

What is the alternative year of entry feature? EnrolHQ allows you to collect multiple campus, entry levels and entry years against an applicant. You may need to record a parent’s …

10

All Prospective Page - Layout

Select How Many Records to Show Once you have applied the correct filters or entered search terms, you will see the results of all the Student Profiles in a table …

11

Copy/Paste Feature

Copy/Paste Feature To make it easier to add or update address information in a Student Profile, there is a Paste button under Student Detailed View > Student tab, Parent 1 …

12

Cohort Filter

Cohort Filter The cohort filter looks at everybody in a particular cohort and shows students that may require early entry or are on a waiting list for a different year …

13

Filter Contacts

Top Level Filters At the top level you have the following handy filters: Status - These are your Enrolment Journey Stages (this is exactly the same as the sidebar menu …

14

Contacts Menu

Enrolment Stages and Menu Shortcuts On the main menu (left side) underneath the Contacts menu item, you will see that it expands out to have shortcuts to predefined filters. These …

15

Adding a New Student Profile

Adding a New Student Profile Most of your Student Profiles will come from parents entering data via EnrolHQ forms. Sometimes you will need to create Student Profiles from scratch after …

16

Log In As Parent

Log In As Parent “Log in as Parent” allows staff to log into any Parent Dashboard on behalf of a parent and view it exactly how the parent views it. …