How to Make an Offer Place

Via Waitlist Dashboard

Filter to locate the waitlist profile.  On the right side, of the profile listing, under actions, click the Edit pencil button. This will provide a drop-down action so you can select OFFER PLACE.

Via Carer Summary / Profile

Locate the child's profile. At the upper right corner of the profile, there is an action selection where you can click Offer Place

Confirm the name and birth date of the child. Then enter the details of the offer including the bond/advance fee amount (if required), the room offered, the start date, the offer expiry date, and the days that are being offered.

Note: If the offer has not been confirmed by the set offer expiry date, the system will expire the offer and place the child back to waitlisted status.

Finally, review the email, make any changes required, and then click on the Send button.

Note: If you have attachments in your offer email template, they are not viewable in this preview. But they will be sent to the parent. This assumes that you have already set up your standard offer email template and added any relevant attachments. If you haven't customized your email template, click here to learn how.

You will be returned to the waitlist summary page where a copy of the email is viewable in the interaction history. You are now ready for the next step, see How to Confirm an Offer.

What is the difference between an Offer Letter and a Confirmation Letter?

Offer letters generally detail the terms and conditions a family needs to comply with to secure enrolment with a service. These conditions may be in the form of a:

a) Bond payment

b) Enrolment fee

c) Written acknowledgment/response

d) Signed agreements and forms

When a family has complied with the terms and conditions of an offer letter, services will need to Confirm the enrolment, see How to Confirm an Offer. Confirmations are formal correspondence that notifies a family that a place has been secured and rearticulates the enrolment days and commencement dates that a family is agreeing to.

In some cases, services may like to bypass offers and confirm a position more immediately. This may be necessary if a family has accepted a position on-the-spot e.g. by paying a bond/fee or completing enrolment forms straightaway.