Sending Applications

Sending Applications is an integral part of the admissions progress. It is a two-step process, first, send the online application, and then following that the admin needs to send a sign-up link to the parents. 

Sending an Online Application

To send an online application to the portal you can either simply change your lead to the Application phase, or manually.

1. The best option will be to change the status of your lead from the Inquiry Phase to the Application Phase. Select Inquiry Completed > Application Submitted. 
   
   
   
2. The second option is to manually create the application, edit your lead and change your status to Application Created/Sent or Application Underway. Then from the Inquiry & Application tab > select the option Click Here to Send Online Application.
   
   
   

Sending Sign-Up Links

Pro Tip: If you do not send signup links to your parents, they will not have access to the portal, and consequently, will not be able to fill out the application. 

1. 1.  If you are sending a signup link to the parents of ONE Lead, you can scroll down to Guardians & Related People subtab > Select the parents > send Signup Link.
      
   2. If you are sending Signup links to the parents of more than one lead, you should start at the Leads table, select the Leads > Contact > Send Signup Link.