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🚀
Getting Started
Introduction, core concepts, and first-time setup to get you up and running.
5 articlesBrowse →
📊
Dashboard
Widgets, templates, and filters to customize your admissions overview.
5 articlesBrowse →
📋
Rosters
Enquiries, applicants, students, families, and all roster management.
16 articlesBrowse →
📌
Kanban & Table Views
Visual board and table layouts with filtering, sorting, and bulk actions.
5 articlesBrowse →
🔍
Duplicate Management
Detect, merge, and link duplicate applicants and families.
3 articlesBrowse →
📝
Forms
Build multi-step forms with conditional logic, themes, and public URLs.
9 articlesBrowse →
📈
Reports
Preset and custom reports with filters and export options.
5 articlesBrowse →
🔀
Pipelines & Stages
Configure pipelines, stages, statuses, and applicant progression.
5 articlesBrowse →
⚡
Workflows
Automate actions with triggers, conditions, and execution logs.
6 articlesBrowse →
✅
Checklists
Track applicant requirements with configurable checklists.
4 articlesBrowse →
✉️
Email Templates
Manage templates with dynamic variables and send test emails.
3 articlesBrowse →
📦
Import & Export
Import applicants via wizard and export data in multiple formats.
3 articlesBrowse →
🔔
Notifications
Notification center, preferences, and email notification settings.
3 articlesBrowse →
📄
Contracts
Create, send, and manage enrolment contracts. DocuSign signing, Google Drive auto-archive, clause library, contract builder.
15 articlesBrowse →
💬
Chat Inbox
Multi-channel inbound: WhatsApp, WeChat, Telegram, Viber, Messenger, Instagram. Templates, blocking, linking to leads.
14 articlesBrowse →
🔌
Integrations
DocuSign, Google Calendar + Drive, Zoom, Meta, WhatsApp, WeChat, Telegram, Viber, GTM, Meta CAPI — per-school and per-user.
12 articlesBrowse →
🔧
Developer API
HTTP API for Make.com, n8n, custom scripts. API keys, webhooks, rate limits, idempotency, OpenAPI reference.
7 articlesBrowse →
📅
Task Calendar
Calendar views for activities, follow-ups, and task management.
3 articlesBrowse →
👨👩👧
Parents & Families
Parent records, family linking, and deduplication.
3 articlesBrowse →
⚙️
Configuration
School profile, campuses, programs, fees, integrations, and more.
12 articlesBrowse →
👥
Users & Permissions
Manage users, roles, and access control for your team.
3 articlesBrowse →
🖥️
System
Activity logs, audit trail, workflow logs, and accessibility.
4 articlesBrowse →
💬
Support
Common issues, troubleshooting, glossary, and how to get help.
4 articlesBrowse →