You can choose to complete either of the following options for enabling Pre-Interview Questionnaire

Ensure that your Interview Settings show that Parents can only "Book an Interview" when in Interview status

Create a new custom status: 'Pre Interview' status (Settings > Enrolment Journey Stages)

Option 1

You can invite parents to book for the interview (send interview invite email)

Once the profile is moved to 'Interview' status (by the Automation) setup an automation to Enrolment staff to advise when the form has been completed. Add the Interview to the profile and sent the invite. Parents will be able to book the interview via their dashboard.

Option 2

Add the interview details when you invite them to complete the Pre-Interview Questionnaire

Setup a Custom email template and automation responding to parents when the Custom form has been completed "thank you for completing the Questionnaire, please login to the Parent Dashboard to book your interview" Parents will be able to book the interview via their dashboard.

When moving student profile to the 'Pre-Interview' status:

• You can add the interview (make sure to add interviewer availabilities and that the interview settings are all correct) Note: The parents will not be able to see the available interview booking dates from their dashboard.
• Create and send a custom email to parents to login to the Dashboard and complete the Questionnaire custom form (as it is mandatory prior to the interview booking) Note: you can send via comms log or as a bulk email to families).

1. Create a Questionnaire custom form (status should only be available in 'Pre-Interview' status). When the profile is in Pre-Interview status the custom form will be available.
2. Create an Automation for status change from 'Pre- interview' status to 'Interview' status once parent has submitted the custom form.

• Application In status: Pre-Interview
• Staff Template: Confirmation email that parent has submitted the custom form.
• Change Application status to: Interview
• Trigger Event: 'Custom Form Submitted' > '(select the custom form)'.

Depending on which process you choose use the steps detailed in the previous section.