Synergetic: Enquiry and Future Students
This course explores the key differences between Enquiries and Future Students in Synergetic, equipping participants with the skills to create, manage, and track prospective student information throughout the enrolment journey.
Description
IMPORTANT:
We now offer tailored training for schools instead of training labs on fixed dates, giving your team practical support shaped around your needs, experience levels, roles and processes.
Book a discovery session so we can build a practical training plan that gives your team the right support at the right time.
When making your booking, please use the code 'Futures' in the ticket # field.
Target Audience
This course is designed for school staff who manage the enrolment process within Synergetic and are responsible for handling enquiries and future student records. It is ideal for admissions, enrolments, and administrative staff who need to efficiently manage prospective student information and support the end-to-end enrolment lifecycle.
Learning Outcomes
This course provides a comprehensive overview of how to manage the enrolment process within Synergetic, from initial enquiry through to future student progression.
Participants will learn how to capture and maintain prospective student information, manage applications and enrolment deposits, and effectively track each stage of the enrolment lifecycle. The course also covers how to support decision-making through student status management, prioritisation, and communication workflows.
By the end of this course, participants will be able to:
- Process and maintain enrolment enquiries
- Process applications and maintain future student records
- Manage enrolment deposits
- Maintain and update student statuses
- Track and manage activities related to the enrolment process
- Configure enrolment priorities and ranking
- Transition future students to current students
- Create communications (email and postal)