Dashboard
Pipeline by stage
Applications by source
Entry years
Notifications
Today's follow-ups
Recent activity
My work
Assigned work
Assigned records
Tasks and follow-ups
Enrolment form
Form editor
Page fields
Choose a page, then add or reorder its questions. Submission-critical questions are locked.
Pipeline
Application pipeline
Records
Enrolment records
0 selected
| Student | Category | Course | Stage | Owner | Follow-up |
|---|
Page 1 of 1
Tours
Tour bookings
Tour forms
Form Library
Fields
Add a tour time
Create a date/time families can choose on public forms.
Upcoming availability
Published tour times, booking capacity, and visibility status.
Calendar summary
Grouped by day for quick planning.
| Student | Tour date | Time | Status | Entry | Owner |
|---|
Scholarships
Scholarship signups
Scholarship forms
Academy Forms
Fields
| Student | Academy | Entry | Status | Submitted |
|---|
Reports
Admissions reporting
Stage performance
Course demand
Owner workload
Stage bottlenecks
Email queue
Account
Your account
Account setup required
Change password
Two-factor authentication
Admin
Admin tools
Connections
TASS API
System health
Setup checklist
Data
Export CRM data
Download all enrolment records as a JSON backup or CSV report.
Import CRM data
Restore a previous JSON export. This replaces the records currently stored in this browser.
Access
Admin users
Permission matrix
| Role | Access |
|---|---|
| Admin | All records, users, exports, backups, templates, retention, reports, sensitive links, merges, email queue. |
| Senior admissions | All admissions work, sensitive links, public edit review, duplicate merge, manual email queue. |
| Admissions | Create records and edit records assigned to them or unassigned records. |
| Read only | View records and reports only. |
Active sessions
Operations
Archived records
Audit search
Duplicate review
Job monitor
Data quality
Settings
System settings
Styling
Enrolment CRM
Admin and public form preview
These colours and the logo apply to the admin area and all public forms.
Client Profile
Email Delivery
Locale And Security
Workflow Defaults
Public Links And Data Protection
Email Subjects
Templates and retention