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01

Roadmap — what's coming next Featured

An overview of the big things we’re planning to deliver across PortalHQ in the second half of 2026. Dates are our best estimate at the time of writing — we’ll update this article as the timing firms up or shifts. …

02

What's new in PortalHQ — May 2025 to May 2026 Featured

A summary of the major changes deployed across PortalHQ between May 2025 and May 2026. We’ve grouped changes by area so you can find what’s relevant to you. Smaller fixes, refactors and behind-the-scenes infrastructure work aren’t listed. Highlights A handful …

03

Reviewing slip submissions and reporting

Once parents have submitted, the data needs to land somewhere useful — the teacher organising the excursion needs a list of who’s consented, the compliance team needs evidence, finance needs payment information if the slip captured it. Where to view …

04

Linking slips to events and bookings

Slips don’t usually exist in isolation — they’re tied to an event, an activity or a booking. PortalHQ can link slips to these other modules so the slip becomes a prerequisite or auto-generated artefact. Slips as prerequisites for booked events …

05

Tracking and chasing outstanding slips

Once a slip is released, the question becomes: who hasn’t submitted yet? Tracking outstanding slips is where most of the slip workflow’s time goes — chasing parents who haven’t responded so the school has the consent it needs by the …

06

Creating a slip

A slip combines a custom form (built in the Forms module) with a workflow — targeted at specific students, released to parents at a date, signed and submitted, then expired or completed. This article covers building a slip. Before you …

07

Publishing public vs. internal resources

Resources can be public (anyone on the internet can see them) or internal (only logged-in users with the right audience). Choosing the right setting is the key to balancing useful sharing with appropriate privacy. The audience options Every resource (and …

08

Creating resource pages

A resource page is a single web page within PortalHQ — richer than a file resource, with formatted text, images, embedded videos and links. Use it when the content doesn’t fit into a single file or external URL. When to …

09

Organising resources with categories

Resource categories organise the library. Every resource lives in exactly one category, and users browse the library category-by-category to find what they need. Where to manage categories Go to Resources → Categories. The tree structure Categories are hierarchical. A typical …

10

Adding files, links and other resources

A resource is a single item in the library — a file, a link or both. This article covers adding and managing individual resources. Where to add Go to Resources → New resource. Fields Basic Name — the headline users …

11

Targeting notices to groups

Notices can be targeted at specific staff groups — by department, by role, by year level, by location. Targeted notices only appear in the digest and the today’s notices view for the relevant staff, reducing noise for everyone else. Available …

12

Configuring the daily digest

The daily digest is the email that lands in every staff member’s inbox each morning summarising today’s notices. It catches the staff who don’t log into PortalHQ first thing — and it’s a forcing function for everyone to read the …

13

Today's notices view

The Today’s Notices view is the staff’s daily briefing — everything happening today, filtered to what’s relevant to the logged-in staff member, displayed in a single scrollable list. Where to find it Most staff find it via the Notices link …

14

Creating notices

A notice is a short announcement. Creating one takes about 30 seconds for a simple message — longer if you’re adding attachments, targeting groups or setting up recurrence. Starting a new notice Go to Notices → New notice. Fields Content …

15

Newsletter issues overview

A newsletter issue is a multi-section publication — typically a weekly or fortnightly school newsletter with contributions from across the school. Issues differ from campaigns in three ways: Campaign Issue Structure One designed email Multi-section publication Contributors One person designs …

16

Mailing lists and contacts

Lists and contacts are the audience side of Newsroom. A contact is one person (with an email and some properties). A mailing list is a group of contacts. Campaigns are sent to lists; lists are made up of contacts. Contacts …

17

Sending and scheduling campaigns

When a campaign is built, previewed and tested, the last step is sending. PortalHQ supports immediate send, scheduled send and (when needed) drip-style staged sends. Send now From the campaign’s review screen, choose Send now. PortalHQ queues the campaign for …

18

Designing campaign content

PortalHQ uses a drag-and-drop email editor (BEE Free) for designing campaign content. You build the email by dropping content blocks onto the canvas and editing each block’s content and style. The editor layout Content blocks on the left — text, …

19

Newsroom Overview

Newsroom is PortalHQ’s full email-marketing and digital newsletter platform. It does three big things: Email campaigns — design, send and track email blasts to segmented audiences. Newsletter issues — collect contributions from staff into a structured newsletter, publish online and …

20

Role types and reviewing applications

Role types categorise job postings — Teaching, Administration, IT and Technology, Maintenance, Casual Relief. They’re used for filtering on the listings page and for reporting. Setting up role types Go to Jobs → Role types → New role type. Fields: …

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