Managing Contacts

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

Log in as parent

A view-only access to the Enrolment Dashboard to see outstanding tasks and help parents by troubleshooting.

Adding a New Student Profile

How to manually create a new profile in EnrolHQ.

Contacts menu

How to use the enrolment stages to do basic filtering of your students.

Filter contacts

Explanation of how to use more advanced filtering to find the correct groups of profiles for useful actions.

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 group.

Copy/Paste feature

Save time updating addresses and non-user parent details by using the copy/paste feature.

All Prospective page - layout

Understand the layout and features of the All Prospective page.

Alternative Years of Entry

Collect multiple campus, entry levels and entry years against an applicant to assist with your waitlist management for early or late entry.

Bulk Actions

How to improve efficiency by using Bulk Actions and avoid redoing the same steps for individual profiles.

Exporting Records/CSV

Export filtered records to a CSV file for import into another system or work with the data as-is

Duplicate profiles

How to merge duplicates if parents unintentionally set up two profiles for the same student.

How to send SMS from EnrolHQ

All you need to know about EnrolHQ's SMS service.

Filter through Bookmarks

Read how to bookmark your commonly used filters to quickly apply it in the future.

Roll Up and Roll Down students

How to use bulk actions to move a group of students up or down a year and year level to adjust for enrolment start dates in the beginning of a new year.

Data Retention and EnrolHQ

Tools to help you manage your Data Retention Policy.

Security

Last Updated: July 2024