When you are ready to re-enrol students who would like to stay at your school for longer than the period initially enrolled for, Enroller makes it easy to issue a new offer of place and invoice to the Agent or Student.

There are two ways in which you can re-enrol students, one for those who have enrolled previously through Enroller and another for those who were enrolled outside of Enroller. See below for more details;

For students that have previously enrolled via Enroller:

  1. Log in
  2. Click on 'Pipeline' 
  3. Select 'Student Summary'
  4. Select the filter dropdown (shown below) and select 'Enrolled'

   5. From here, click on the 'Re-enrol' box (shown below), this will create a new application that will appear at the Offer Stage in the Current Applications Pipeline. 

tip: You can click on all students you would like to Re-enrol from this screen before going to the Current Applications pipeline screen to create the Offers and Invoices.

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For students that have previously enrolled outside of Enroller:

  1. Download the file by clicking on this link, in the top left corner click on File > Download > Microsoft Excel (.xlsx). 
  2. Fill in the information (you should be able to export these fields from your SMS)
  3. Email this spreadsheet to info@enroller.co.nz no later than 3 days before you require these students loaded into Enroller to create Offers and Invoices.
  4. Enroller will confirm via email once these students have been loaded into your system.
  5. You will need to then link these students to your registered agents, this can be done via the students profile screen (after clicking on the students card in the pipeline) and the clicking in the top right corner of the screen 'Link to Agent'.

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Please note: Students will appear with green text if they are re-enrolments, new enrolments will continue to be in black text. 

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