Go to the Enquiries or Applicants tab in the left-hand panel, select + Add New, then Add Enquiry or Add Applicant, and complete the form. You can also add an enquiry from the Dashboard with Add a New Enquiry under Quick Start.
For admins who need to add a student on a family's behalf, for example after a phone enquiry or when a parent cannot complete the online form.
| I want to | Go to |
|---|---|
| Add an enquiry from the Enquiries tab | Add a new enquiry |
| Add an enquiry from the Dashboard | Add a new enquiry from the Dashboard |
| Add an applicant | Add a new applicant |
Add a new enquiry
This feature is mainly for schools to track enquiries made over the phone, or to help parents who cannot fill out the online form themselves.
Select the Enquiries tab in the left-hand panel.
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Select + Add New, then Add Enquiry. This opens the school's ROI (Request for Information) form, the same form prospective families see on the public-facing side when they submit an enquiry.
Complete the information you have about the applicant.
As an admin you do not have to complete all required fields, but you must enter the mandatory data: First Name, Last Name, Gender, Grade, Campus, Enrolment Year, Parent First Name, Parent Last Name, E-mail and Relationship.
Once the applicant and their parents are in the system, you can send welcome emails directly to the parents, prompting them to complete the application.
Add a new enquiry from the Dashboard
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On the Dashboard, select Add a New Enquiry under the Quick Start section on the right of the screen.
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Complete the information you have about the applicant, including the mandatory fields listed above.
Add a new applicant
Select the Applicants tab in the left-hand panel.
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Select + Add New, then Add Applicant. This opens the basic Overview form.
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Complete the Overview form, or use the sidebar on the right, which lists the school's published application forms, to switch to one of those forms and fill in the full application instead.
What is the Overview form?
Overview is a built-in, virtual form. It is not one of the school's custom application forms. It collects the essential student record fields:
Mandatory profile fields: First Name, Last Name, Gender, Birth Date, Grade and Enrolment Year.
Contact details: Language, Nationality, Home Address, Phone, Email and Campus.
Parent or guardian information.