Enquiry & Registration
38 articles
Complete guide: Applicants (enquiry and registration)An overview of the Applicants module, which digitises the enquiry and registration steps of student admission, with links to every guide.Enquiry module workflowHow an enquiry moves through the myschool Applicants module, from setup and form submission to follow-up, stages and reports.How to add sources of information in the enquiry moduleRecord how applicants heard about your school by adding the possible sources of information in Enquiry Settings.How to add counselor details in the enquiry moduleAdd employees or outside agents as counselors who follow up with each enquiry.How to do enquiry settingsAdd custom enquiry stages, counselors and sources of information from the Enquiry Settings page.How to activate enquiry for coursesOpen or close enquiries for selected courses in an academic year, so no enquiries arrive once admissions close.Settings in Applicants enquiryAn overview of the three enquiry settings pages — Enquiry Settings, Form Settings, and Active Years and Courses.How to get enquiry reportsAnalyse the enquiries you received with the counselor, source and course-wise reports in the enquiry module.Enquiry counselor reportSee how many enquiries each counselor handled in an academic year and how many are qualified, processed or rejected.Enquiry source reportSee how many enquiries came through each source of information in an academic year and their current state.Enquiry course-wise reportSee the number of enquiries received for each course in an academic year, broken down by qualified, processed and rejected.How to customise the enquiry formAdd, remove and reorder fields in the enquiry form, and collect details for up to three guardians.How to embed the enquiry form in your websiteCopy the enquiry form's HTML code and paste it into your school website to receive enquiries from more families.Can students apply for admission to courses directly from the website?Yes. With the applicant registration module, students can apply online for any course the admin has opened for registration.How to add custom fields to the student admission formCreate extra admission fields — text, text area, select box or check box — and set whether each is active and mandatory.How to deactivate or delete a custom admission fieldHide a custom admission field by making it inactive, or delete it if it hasn't been used to record student details yet.How to activate or deactivate a course for online registrationControl which courses applicants can register for online by activating or deactivating them in Applicant Registration.How to discard a registered applicantDecline an applicant's admission by selecting them in the course's applicant list and clicking Discard.How to search applicants by registration numberFind an applicant's record quickly using the registration number they received when registering for a course.How to allot an applicant to a courseReview registered applicants, mark fees as paid if admission approval is on, and admit them to a batch.What is the applicant registration module used for?Prospective students apply for admission through the registration module, and the admin manages the new academic year's admissions from it.Applicant registration settingsThe four steps to prepare applicant registration — active years and courses, course settings, Magic PINs and notifications.How to configure active years and courses for registrationOpen admission for a new academic year by choosing its courses, display names and application form fee.How to configure registration course settingsSet general or course-specific application instructions, the application form and application statuses for an academic year.How to customise the application formTailor the online application form for all courses or for a specific course, including adding new sections and fields.What are application statuses and how do I set them up?Understand the default Pending, Allotted and Discarded statuses and create custom statuses with optional email and SMS alerts.What is PIN-based registration and how do I set up PINs?PIN-based registration collects elective fees at registration using unique 14-digit PINs. Here are the three setup steps.How to specify a course subject amountAssign a fee to each elective subject of a course so applicants pay for their electives during PIN-based registration.How to configure the Magic PINsGenerate a set of unique 14-digit PINs for an academic year and courses, then track, deactivate or edit them.How to set up course-wise applicant registration and enable Magic PINOverride the general registration settings for one course — display name, fee, instructions, form, PIN access and electives.How to view the applicants registered for a courseOpen the applicant list for any registration course, filter it by status or date, and export PDF or CSV reports.How do applicants register for a course online?What applicants see on the online registration page, the details they must provide, and how they print and pay.How to register using PIN-based registrationHow applicants select a course, enter the PIN issued by the school, complete the form and proceed to print and pay.How to enable notifications in applicant registrationGet an alert for every new application, or a scheduled daily email digest of registrations.How to allocate a student to a batch via applicant registrationAfter admission is confirmed, allocate a pending applicant to a batch and assign the applicable fee categories.How to take reports for applicant registrationExport the applicants of any registration course as CSV, a detailed CSV or PDF at any point in the admission cycle.How to use statuses in applicant registrationTrack each application through your admission process — update its status, mark fees paid, allocate, discard, edit or download it.How to preview the registration formCheck how your customised registration form looks to applicants before sharing it.