Admissions
This section allows you to define the core requirements for new prospects entering the admissions process. These defaults help ensure a consistent workflow and can be adjusted based on what your institution needs.
You can enable or disable the following requirements:
- Application Required – Requires a submitted application before proceeding.
- Letter of Offer Required – Requires a signed letter of offer before admission can move forward.
- Contract Required – Requires a signed contract before a prospect can be admitted.
These requirements will apply automatically to all new prospects moving forward. You can still adjust them manually for individual cases if needed.
The Admissions Checklist allows you to define the specific steps a prospect must complete before they can be enrolled. When enabled, all required checklist items must be completed in order to move forward with enrollment.
You can create checklist items such as checkbox confirmations, digital contract signatures, document uploads, emails or SMS messages to be sent, forms to be completed, letters to be generated or sent, and meetings to be booked or attended.
To add a new item, click the green New Item button. In the pop-up that appears, select the type of item, enter a title, and optionally include instructions. You can also check the Completion Required box to make the item mandatory before enrollment.
Once added, the item will appear in the checklist and can be reordered, edited, or deleted as needed.