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Initial Set Up in EnrolHQ

Documentation to provide, set up payment, sub-domain, signatures, email authentication and enrolment/EOI forms.

Application and Review

Review applications, verify and/or ask for documentation, flag with priorities and categories, rank with lead score.

Interviews

Set up location, interviewer, availabilities, assign students, invite parents and create interview questions.

Principal Review and Offer

Final review stage, make offers, change offer expiry date, separated family/single parent signature process.

Custom Forms

Learn how to create custom forms, how to use the responses for reporting and how to filter submissions.

Reports

EnrolHQ has reports for payments, graphical overviews over submissions, current student statuses and leads.

Settings

Do changes and updates yourself by using School Details, Form Fields, Customization and Look and Feel.

Syncs

Instructions for integration between EnrolHQ and Synergetic, TASS, Edumate, Sentral, SchoolPro, ENGAGE, Tribal Edge.

FAQs

Answers to common problems such as parent signatures, accepting offers, email reminders, adding users etc.

Enquiries and Events

Create an event, make sessions with limited access, print labels and set up event URL's, get ready for Open Day.

Emails and Automations

Send bulk emails, set up custom templates and automated emails, find commonly used templates and email logic.

Managing Contacts

Filter student profiles, SMS, email and enquiries, different actions in bulk, merge duplicates, bookmarks.

Workflow

Watch the full ENROLHQ demo, read a step by step description of the enrolment process from discovery to orientation.

Roadmap and Changelog

EnrolHQ is a system that is updated at least weekly. Our product roadmap outlines our priorities and progress.

Onboarding Resources