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01

Embedding the calculator on your school website

The Fee Calculator is designed to live on your school’s main website, not on PortalHQ. Parents reach it from your Fees page, your enrolments page, or wherever you put it. Setting that up is a one-time job for whoever runs …

02

Customising the calculator's appearance, emails and labels

The Fee Calculator’s behaviour, appearance and email content is controlled from a single Calculator Settings record per school. This is where you tailor labels to match your school’s terminology, swap the default email text for something on-brand, and apply a …

03

Configuring entry years and fee escalation

Entry years let parents calculate fees for children starting in future years — typically a prospective family looking at what will it cost when our child reaches Year 7 in three years’ time? — without you having to manually maintain …

04

Configuring multi-campus fees

If your school operates across more than one campus and the fee schedule varies between them — different tuition, different service charges, different year-level offerings — set up campuses in the Fee Calculator so parents can pick the right one …

05

Adding family-level fees

A family fee is a flat charge that applies once per family, regardless of how many children are enrolled. Use it for line items that don’t scale with child count — capital works levies, parent association fees, building funds. When …

06

Configuring sibling discounts

Most schools discount tuition for families with more than one child enrolled. The Fee Calculator supports two ways of expressing this — pick the one that matches how your fee schedule is documented in print. The two methods Built-in (per-child …

07

Setting up year-level fees

The fee schedule is the core of the calculator. You add one entry per year level you offer, with the term and yearly tuition figures. If you operate multiple campuses, you add one entry per year level per campus. Where …

08

Hiding, closing and copying events

A booking event runs through three phases — being set up, open for bookings, and closed. PortalHQ gives you a few different ways to control when parents see it and when bookings can come in. This article covers the toggles, …

09

Sending reminder emails

Reminder emails go out to everyone with an active booking the day before (or whenever you choose) so parents don’t forget about the slot they claimed. They’re configured per event. Where to set them up Open the event and find …

10

Viewing, managing and exporting submissions

A submission is one booking — one student, one parent, one optional session, and any custom form responses. As the event approaches, the submission list is what you hand to whoever is running the event. Where to find submissions Open …

11

Setting eligibility and slip prerequisites

Eligibility is the list of students whose parents can book into an event. A slip prerequisite is a permission slip that must be submitted before booking is allowed. Together they decide who can book and what they have to do …

12

Grouping recurring booking events

A group is a set of related booking events run as a single logical series. Parent-teacher interviews held across Monday, Tuesday and Wednesday of the same week are the typical example: three separate events, one group. Groups give you two …

13

Linking a custom form to a booking event

Most booking events benefit from collecting a few extra fields at booking time — which teacher do you want to meet?, any dietary requirements?, who is attending?. PortalHQ handles this by linking each booking event to a custom form built …

14

Setting up time slots (sessions)

Sessions break a booking event into time slots that parents pick from. Use them whenever the event has fixed appointments — parent-teacher interviews, careers chats, music auditions, anything where one parent meets with one staff member at a specific time. …

15

Creating a booking event

A booking event is a single bookable item on a single date. This article covers creating one. Sessions, custom forms, groups and reminders are separate steps once the event exists. Starting the form Go to Booked Events → Add event. …

16

Configuring event locations and email routing

Locations and email routing tell PortalHQ where events happen and who to notify when requirements change. Setting these up properly is what turns the Events module from a calendar into a coordination tool. Locations Locations are the venues at your …

17

Configuring event types and approval chains

Event types and approval chains are the backbone of the Events module. They decide what kinds of events your school runs and, for each kind, who needs to approve before it goes on the calendar. This is a setup task …

18

Sharing calendars via iCal feeds

iCal feeds let staff, parents and students subscribe to the school calendar from Apple Calendar, Outlook, Google Calendar or any other app that supports the standard. Subscribed calendars update automatically — new and changed events flow through without anyone having …

19

Publishing events to the public website calendar

The public website calendar is what unauthenticated visitors see — typically embedded into the school’s main website. Events on the public calendar are visible to anyone, so they go through an extra confirmation step before they’re displayed. How public visibility …

20

Viewing and filtering the calendar

The calendar offers several ways to look at what’s coming up. Most schools have more than one calendar, so the first decision is usually which one to open. Choosing a calendar The Calendar landing page lists every calendar your school …

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