Getting Started
- Getting Started Video
- Complete System Training Video
- Dashboard Set-Up Tasks
- Editing Centre Profile Information
- Setting Up your Service Type
- Creating a Centre Email Signature
Waitlist Forms
- Booking Policy (Long Waitlist Form Only)
- Getting Started with the Waitlist Form and embedding into a website
- How can I edit the email response for Waitlist Forms?
- How can I manually approve waitlist requests? (Pending Feature)
- How can I control which enquiries can book a tour after they submit a form?
- How can I track my lead conversion rate for my forms?
Custom Lead Forms
Manage your Contacts
- Global Searches
- How to Manually Add a New Waitlist
- Editing a Waitlist
- Expiring Leads
- Managing Duplicate Leads
- Copying a Waitlist
Enrolment Automation
- Collecting Fees via Xplor Debit Success
- How to make an Offer of a Place
- How to Confirm an Offer
- How to Cancel an Offer
- What is the difference between an Offer letter and a Confirmation Letter?
- How to edit an offer to parent
Tour Scheduling
- Tracking Tour Booking Form Submissions
- Online Tours Feature - Video Tutorial
- How to Set Up a Tour Booking Calendar with Time Slots
- How do I Display my Tour Booking Form on my Website?
- How do I Customise Email Templates for Tour Notifications?
- How to Delete a Timeslot in the Tour Booking Calendar
Email Campaigns
- How do I share a marketing campaign template with my centres? (multi-centre users only)
- How do I create and send a one-off email campaign?
- How do I create & send an automated email campaign?
- How do I create and send a bulk offer campaign?
- How do I create and edit an email marketing template?
- How to create a new campaign template and add attachments?
SMS
Performance Reporting
- Dashboard Report
- Lead Pipeline Report
- New Leads Report
- Lead Source Report
- Lead Conversion Events Report
- Lead Conversion Rate Report
Task Management
Parent Portal
- Creating Your Parent Portal Account
- Signing In to the Parent Portal
- Parent Portal: Waitlist Tab
- Parent Portal: Pay Waitlist Fee
- Parent Portal: Pay Waitlist Fee with Debit Success
- Parent Portal: Bond/Advance Fee Payment with Debit Success
User Management
Integrations
Troubleshooting Guides
- My families cannot maintain their active status, the link in the email does not work.
- My SMTP settings are not working.
- How do I add or update my billing information?
- Why is my form not working on my website?
- I forgot my password, how do I reset it?
- Why are my emails landing in spam/junk folders?