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Popular Search:Submit RS7 Return, Adding a child record

Enquiry to Online Enrolment Process

36 views December 29, 2020 January 13, 2021 Juniorlogs Team 0

Before you start:

Link to your online enquiry form – you can find this under

Menu > Settings > Edit Centre > Kiosk and Form Settings tab > Enquiry Message section

Ensure that you have an acknowledgement message set up for your new enquiries. This could be thanking the prospective parents for their message and you could also send them the information pack or your fee schedule and policies.

To set up this message:

Menu > Settings > Edit Centre > Email Templates tab > Enquiry Message section

Save the info.

 

Use the Enquiry or the Enrolment form link

  1. To publish on your website (simply embed the link onto the pages)
  2. To email them out to new parents

Once filled in, all new enquiries get saved under Menu > List View > New Enrolment Enquires table

The status for all new enquiries is set to “New enquiry”

To work with an enquiry, double click on the record

There are 3 options

  1. Send Enrolment form
  2. Send No Vacancy Email
  3. Mark Waiting

 

New Enquiry to Enrolment

Before you start:

Ensure that you have an appropriate message set up for your digital enrolment form. This could be thanking the prospective parents for their message and you could also send them the information pack or your fee schedule and policies.

To set up this message:

Menu > Settings > Edit Centre > Email Template tab > Send enrolment Form template

You can edit the message as required.

Save this info.

 

Select one of your enquiries from the New Enrolment Enquiries table and simply click on Send Enrolment Form button.

This will email the link of your digital enrolment form to the enquiry sender’s email.

  • The Enquiry status will now change to Emailed – Enrolment form

The Parents fill out the enrolment form with all required info within each tab

Once they fill in the enrolment form, they will receive an auto-generated email.

You may want to customise this message further –

Menu > Settings > Edit Centre > Email Template tab > Full Enrolment Message template

Last step to completing the enrolment:

Once the enrolment form is received, the enquiry status changes to Ready To Enrol and it will have 2 action tabs on top

  • Select Enrol now > Save and continue.
  • Selecting Resend enrolment form will resend the same enrolment form if the parent somehow missed it from the centre in the first instance.

Clicking on Enrol Now button will automatically save the enquiry record as Waiting status under the Children table.

Enter all the mandatory fields if missing and

  • Select status as Enrolled. This will activate NSN button at the top
  • Select NSN search button to add child’s NSN number

The child is now fully ENROLLED

You can click on PRINT ENROLMENT button to get the parent’s sign and save it with your records

 

Important notes:

  • While enrolling the child, if any of the contact information has any errors, you will be able to edit the contact info by clicking on Contacts tab and correct any errors and proceed. 
  • While enrolling the child, proper error message will be shown if there are any errors on the enrolment info entered by the parent. You will be able to correct the errors and proceed. 
  • If any required vaccination details are not filled in by the parent, the system clears out the details and allows you to proceed and enroll the child without showing any errors. You can always edit the details later. 

 

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Getting Started
  • Add New Enrolment
  • From New Enquiry to Mark as Waiting
  • New Enquiry to No Vacancy workflow
  • Enquiry to Online Enrolment Process
  • Verify Your Data
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