Managing enrolments

Written By Manning Blackall

Last updated 5 days ago

Enrolments are where you create and track every student's place in a class. They are managed by Administrators and Coordinators under Enrolments in the admin portal.

View your enrolments

  1. Go to Enrolments. The page opens on the Enrolments tab.

  2. Use the search box to find a student by name, email, USI or class name, or apply filters to narrow the list.

  3. Select any row to open that enrolment's detail page, which has Details and Payment tabs.

You can also export the current list to a spreadsheet using the export option above the table.

📷 Screenshot to be added: the Enrolments list with its Enrolments, Leads and Applications tabs.

Create a new enrolment

  1. Select New Enrolment. This opens New Enrolment Lead.

  2. Choose the class, add one or more students, and choose which steps of the enrolment flow to include.

  3. Finish to create the enrolment. Depending on each student's profile and the steps you choose, some students are enrolled immediately, while others receive an email inviting them to complete the remaining steps themselves.

If you have not finished setting up payments, the New Enrolment button is hidden until that is complete.

Enrolment lead statuses

An enrolment lead moves through these statuses:

  • Pending — the student has been emailed a link to complete their enrolment but has not opened it yet.

  • Active — the student is part-way through completing their enrolment.

  • Completed — the student has finished enrolling and now has a full enrolment.

  • Expired — the student started but did not finish within the 30-minute time limit.

Work with enrolment leads

Open the Leads tab to see leads that are not yet completed. Select a lead to view its Details and Payment tabs, along with a timeline and comments. From a lead you can:

  • Complete the lead manually on the student's behalf.

  • Edit the lead's details while it is still pending.

  • Expire or Delete a lead you no longer need.

Completed enrolments appear on the Enrolments tab, where Active enrolments can be marked, transferred or cancelled.