1 – Enrolments

This page explains what functionalities the “Enrolments” at the navigation menu can have. Functionalities will all be dependent on your subscription plan. To find out about subscriptions check out our Plans.

This includes managing enrolments, and enrolling students, invoices, orders and public trusts.

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4 – Edit Enrolment

To edit a student’s enrolment, navigate to Enrolments -> Manage Enrolments -> select the Enrol ID of the desired student You will be taken to a similar screen below. This is where you can edit enrolment information In the enrolment screen, you can change Start and End dates, select the return type (e.g. if you …

2 – Enrolment Index Overview

Jump ahead: Enrolment Index Navigate to Enrolments -> Manage Enrolments Below is what an enrolment index looks like. Functionality of the boxed area are explained below: 1 – Search Enrolment: This will allow you to filter specific information to find specific information faster. Note: the blue ‘Search’ button has to be pressed for the filter …

5 – Enrolment Actions

Jump Ahead: Email Student Once you click on the ‘Email Student’ button, a screen will pop-up from the side In here you can create a customised email to the student or use the template. You can also attach files to the email. You will be able to reference enrolment-specific data, such as attendance %, when …

8 – Public Trust

Public Trust Some providers in New Zealand must protect the students fees in a trust for the duration of the students studies and will receive a drip feed of the funds until the enrolment is complete. A popular provider for this trust service is Public Trust. If you use Public Trust as a fee protect …