Re-enrolment QuickStart Guide

The OpenApply Team
  • Updated
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Quick answer

Re-enrolment prompts returning students' families to confirm their place for the next academic year. Check the launch checklist, set your preferences at Settings > Admissions > Re-Enrolment, enable the form at Settings > Forms, then send notifications and track responses from the Re-Enrolment Dashboard.

  • OpenApply
  • QuickStart
  • Admin

Re-enrolment QuickStart guide

For admins who prepare, launch and manage re-enrolment. It covers the key steps, setup and tracking, with links to detailed guides.

I want to Go to
Check I am ready to open re-enrolment Re-enrolment Launch Readiness Checklist
Turn on and configure re-enrolment Configuring your Re-Enrolment Preferences
Send emails to families Sending Re-Enrolment Email Notifications
Monitor responses Tracking your Re-Enrolment Status
Mark students myself, one at a time or in bulk Marking Re-Enrolment Manually for Individual Students or in Bulk
Fix a problem Troubleshooting

Key steps

  1. Review the launch checklist. Work through the steps to review before opening re-enrolment. See Re-enrolment Launch Readiness Checklist.

  2. Enable re-enrolment. Configure your re-enrolment preferences and deadlines. See Configuring your Re-Enrolment Preferences.

  3. Send notifications. Launch and manage re-enrolment emails. See Sending Re-Enrolment Email Notifications.

  4. Track responses. Monitor re-enrolment status on the dashboard and use it for reporting. See Tracking your Re-Enrolment Status.

  5. Mark students manually if needed. Mark re-enrolment for individual students or in bulk. See Marking Re-Enrolment Manually for Individual Students or in Bulk.

To leave out families who should not return, mark their students as Declined before you send notifications.

Overview presentation

Review the full workflow and configuration in this presentation.

Video walkthrough

Watch this 10-minute walkthrough of the re-enrolment process. If the video does not load, open it in a new tab.

Video resources

Short walkthroughs covering preparation, reporting and the full re-enrolment process.

Preparing for re-enrolment

Preparing for Re-enrolment Summary

Filtering and exporting re-enrolled students

Filtering and Exporting Re-enrolled Students

Handling re-enrolment webinar

Webinar: Re-Enrolment

Frequently asked questions

Can re-enrolment emails be customised?

Yes. Configure them at Settings > Admissions > Status & Notification. Emails are sent from the Re-Enrolment Dashboard.

Can the re-enrolment form be used as the enrolment contract?

Yes. Customise it at Settings > Forms, or provide your contract to OpenApply support.

Does the decline form appear automatically?

Yes, once forms are enabled at Settings > Forms.

How do I exclude specific families?

Mark their students as Declined before you send notifications.

Troubleshooting

Families cannot access re-enrolment

Cause: the re-enrolment deadline has passed.

Fix: extend the deadline at Settings > Admissions > Re-Enrolment, then resend the notification.

A student is missing from the re-enrolment list

Cause: the student does not meet the eligibility conditions. Check that:

  • the status is Enrolled
  • the student is not in the top grade
  • the student is not enrolled as a new student for next year
  • the student is assigned to the correct current grade

Fix: correct the record and refresh the dashboard.

Parents did not receive the re-enrolment email

Cause: a missing or incorrect parent email address, or the notification was not sent.

  • Check the parent email on the student profile.
  • Resend the notification from the Re-Enrolment Dashboard.
  • Ask the family to check their spam folder.
Parents cannot confirm re-enrolment

Cause: the required re-enrolment form is not enabled.

Fix: enable the Re-Enrolment Form at Settings > Forms.

Parents confirm but no payment is recorded

Cause: an offline payment option was selected, or the payment configuration allows submission without immediate payment.

  • Review your payment settings and enabled payment methods.
  • If payment must be completed online, enable electronic methods only.
The wrong next-year grade appears

Cause: the student's grade was wrong before re-enrolment, or the grade was not adjusted manually.

Fix: update the re-enrolment grade from the Re-Enrolment Dashboard before transitioning years.

Re-enrolment numbers do not match what I expect

Cause: decisions were not saved, filters are applied, or transitioning was run early.

  • Confirm your changes were saved.
  • Clear dashboard filters.
  • Review enrolment analytics for the selected academic year.
Families who should not return received notifications

Cause: the students were not marked Declined before notifications were sent.

Fix: mark the student Declined and confirm the changes before sending invitations.

Transitioning created unexpected results

Cause: Transitioning Years was run before all re-enrolment decisions were finalised.

Fix: record all decisions first, then run transitioning in bulk.

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