Admissions & Enrollment
Getting to Know your Admissions/Leads Module
Managing Leads
- Adding Documents to a Lead Record
- Admitting and Enrolling a New Student
- Changing Programs or Academic Years for a Lead or Re-enrollment Lead Record
- Changing the Admission Record Tied to a Lead
- Completing or Deleting Multiple Lead Tasks at One Time
- Creating a (past) Lead Record for an Existing Student
Setting up the Leads Tool and Tasks
- Adding Tasks to a Lead Workflow Configuration
- Editing a Lead Enrollment Configuration for One Program
- Editing the Default Program Options in a Lead Enrollment Configuration (Including Due Dates)
- How to Determine if you Need to Create a new Lead Enrollment Configuration and Which Method to Use
- Setting up a New Lead Enrollment Configuration From Scratch
- Setting up a new Lead Enrollment Configuration Using a Copy
Working With Your Inquiry Form
- Adding Options to the Heard About Menu on the Inquiry Form
- Additional Inquiry Form and Admissions/Leads Settings
- How to Add Academic Years to Your Inquiry Form
- How to Change the Custom Form Being Used on your Public Inquiry Form
- How to Edit Your Inquiry Success Template (Thank you message)
- Send Automated Email To Guardians After Inquiry and Application Submission
Application Setup
- Sending Applications
- Editing the Payment Types Allowed for an Application
- Where are Letters of Recommendation Stored?
- Instructions for Recommender (Template)
- How to Create Letters of Recommendation
- How to Edit the Portal Signup Link Template (aka: email template used when using the admissions link
Working With Your Application
- Deleting Applications from the Submitted/Pending Applications Table
- How to Change the Application Tied to a Lead
- How to Change the Lead that an Application is Tied to
- How to Download an Application from the Submitted/Pending Applications Table
- How to Fill out an Application in the Portal
- How to Remove a Duplicate Person from a Lead Record if One of the Duplicate People is Tied to an Application
Re-Enrollment Leads
- Adding a Re-enrollment Lead Manually
- Creating a Re-enrollment Lead from a Lead Record
- Enrolling Students from the Re-Enrollment Leads Table
- How to Bulk Re-Enroll Re-enrollment Leads
- Manually Tying Previous Student and Admission Records to a Lead
- Quick Reference Guide for Using Re-enrollment Leads
Contract Setup
- Adding Contracts to a Lead Enrollment Configuration
- Admissions/Leads Webinar Session 4: Online Contracts Overview
- Client Setting - Use the Leads module to process re-enrollments
- Copying Payment Schedules to Create New Schedules With New Due Dates (Help Video)
- How to Add or Edit Lead Contract Line Item Templates (Video Included)
- How to Build a BigSIS Contract
Working With Your Contract
- 'Release to Parents' Option for Individual Contracts (bulk option included)
- Deleting Unsigned Contracts from the Submitted/Pending Contracts Table
- Exporting Information from the Submitted/Pending Contracts (aka: Lead Contracts) Table
- How to add Multiple Signatures to Contracts
- How to Add/Edit Contract Line Items from the Leads and Re-enrollment Leads tables
- How to Change the Contract Tied to a Lead or Re-enrollment Lead