Program Setup

In this guide, you will learn

• About the enrollment feature
• An overview of how to set up an enrollment program
• How to use Program Details and Settings

About Enrollment

The Enrollment feature allows you to create and manage the application process for students interested in attending your school or program. This feature can be used for any class or program that requires an application process, such as school years, field trips, classes, or extracurricular activities. It simplifies the process by automatically generating applications and allowing you to customize them to fit your program's needs.

Creating an Enrollment Program

Follow these steps to set up an enrollment process:

1. Create a New Program

• Navigate to the Enrollment section in the Admin panel and click + Add New Program.
• Enter a specific name for your program (e.g., "[School Name] Fall Semester 2026").
• Add Admission information as needed, such as the name and email of the person managing the admission process.
• Choose an existing Term or create a new one.
• Click Create to access your program and start adding details and options.

2. Program Setup

• Program Details: Fill in the relevant details about your program in the Program Details tab. Be sure to save each section after making changes.
• Program Options: In the Program Options tab, create at least one program option (e.g., Half-Day Enrollment, Full-Day Enrollment). See the Program Options help doc for more info.
• Application Questions: Once your options are set up, you can customize the application questions by selecting included and required fields and adding custom fields. See Application for more info.
• Settings: Go here to manage admission information, application fee, status change emails, and submission emails.

3. Sharing the Application

After customizing the application, click View Application Form, copy the url, and share it with potential applicants through email, social media, or your website.

4. Manage Applications in the Funnel

Submitted applications will appear in the list in the Funnel tab with the Received status. Review each application and change its status to Under Review, Needs More Info, Waitlisted, Accepted, or Not Accepted. You can send custom email notifications to inform applicants of their status.

See Application Funnel for more info.

Program Details and Settings

Program Details Tab

The Program Details tab lets you enter information about your enrollment program that will be visible to applicants on the application form. You can include as much or as little information as you like, depending on what your program requires.

The tab is divided into several sections. Each section must be saved individually after making changes.

• Program Basics: Enter key program details such as application deadline and admission manager contact information.
• Application Fee: Specify whether your program has an application fee. If required, applicants must pay online. To enable this, set up online payments in the Billing section.
• Tuition Payment Options: Gather information about how the applicant plans to pay for tuition.
• Images & Attachments: Upload any files or images you'd like to share with applicants. These might include brochures, program calendars, or welcome letters.
• Display Options: Choose whether or not to display this program’s options in the Application Information section. Options will always be shown on the application for selection.
• More Program Information: Use this section to share any additional details about your program.

Settings

Access your program settings by clicking the Settings button in the top right corner of any enrollment program screen.

The settings modal includes:

• Program Basics – Edit the program name and admission manager info.
• Application Fee – Set an optional or required fee (requires online payments to be enabled).
• Status Change Emails – Customize emails sent when applicant statuses change (e.g., Under Review, Accepted).
• Email Templates – Customize submission confirmation emails, with or without payment receipts.