Using Enroller as a School

A helpful guide to each stage of the Enroller workflow from a Schools perspective

22 articles in this collection
Written by Andy Harris and Mike Rose

Getting Started

Adding and Managing Users in Enroller

How to add new Users to your Enroller account and manage the permissions they have

Written by Mike Rose
Updated over a week ago

Adding and Managing your Agents in Enroller

How to add and manage agents in Enroller so they can apply on behalf of students to your institution.

Written by Andy Harris
Updated over a week ago

Editing your School User Profile

How to edit the details in your profile, including changing your password

Written by Mike Rose
Updated over a week ago

Creating a new Invoice Template

Save yourself time when creating an Invoice by setting up your Templates

Written by Mike Rose
Updated over a week ago

Managing the Application Settings

How to edit and manage your Application settings

Written by Mike Rose
Updated over a week ago

Managing the School Settings

How to edit and manage your School settings

Written by Mike Rose
Updated over a week ago

Manage your Enquiries

Manually add or receive direct enquiries into Enroller to ensure nothing is forgotten

Written by Mike Rose
Updated over a week ago

Pipeline: Current Applications vs Archived Applications

Understand what information you are shown in these areas of Enroller

Written by Mike Rose
Updated over a week ago

Adding an Application that was received outside of Enroller

Add all your applications into Enroller so that they can be managed in one place

Written by Mike Rose
Updated over a week ago

The Application Workflow

Reviewing an Application

You've just received your first application. What now?

Written by Mike Rose
Updated over a week ago

Proposing an Interview

Propose some interview times for the other party to choose from.

Written by Mike Rose
Updated over a week ago

Creating a Provisional Offer of Place and Invoice

Create and send an Offer and Invoice to the applicant.

Written by Mike Rose
Updated over a week ago

Creating a Confirmed Offer of Place and Receipt

The payment from the student or family has been received, what is next?

Written by Mike Rose
Updated over a week ago

The Visa Stage

Receive Visa progress and evidence before the student's arrival

Written by Mike Rose
Updated over a week ago

The Pre-Arrival Stage

Add any final details or document to share with the applicant

Written by Mike Rose
Updated over a week ago

Re-Enrolling Students in Enroller

Hints and tips to help you re-enrol students

Written by Andy Harris
Updated over a week ago

Helpful Tips

Accept payments online in Enroller, powered by Flywire

We've partnered with the payment platform, Flywire, so that secure payments can be made and reconciled with ease through your Enroller.

Written by Mike Rose
Updated over a week ago

eTap upload process

Export your Enroller application data and upload this into eTap

Written by Andy Harris
Updated over a week ago

Exporting the student's information into a spreadsheet

You are able to Export the application information into an excel document. Follow the steps below.

Written by Mike Rose
Updated over a week ago

Helpful Tips when using the Enquiries section

Hints and tips to help you when you've received or added a new enquiry

Written by Mike Rose
Updated over a week ago

KAMAR upload process

Export your Enroller application data and upload this into KAMAR

Written by Mike Rose
Updated over a week ago

Send Enrolment Summary to the student's parents email address

At the Pre-arrival stage, you can send a copy of the Enrolment summary directly to the student's parents.

Written by Mike Rose
Updated over a week ago