Audience: Counselors, front office, admissions coordinators
Duration: ~1 hour
Prerequisites: Getting started · Counselor guide
Learning objectives
- Track formal applications alongside pipeline leads
- Schedule and record campus visits
- Use admission settings and programs on the public listing
- Hand off enrolled students to ERP
1. Applications
Route: /school-panel/applications
- Lists application forms submitted from your school profile or campaigns.
- Link each application to an existing lead or create one.
- Status mirrors your admission policy (submitted → under review → accepted → enrolled).
Works with leads inbox (/school-panel/leads) — see Leads inbox.
2. Visit scheduling
Route: /school-panel/visits
- Book open house, campus tour, or counselor meetings.
- Confirm visit on lead timeline; automations can send reminders (Communications playbook).
- Mobile counselors log visits from
/school-panel/mobile/home.
3. Programs & admission policy
| Route | Purpose |
|---|---|
/school-panel/programs |
Grades, streams, intake capacity |
/school-panel/admission |
Admission rules shown to parents |
/school-panel/listing |
Public profile preview |
/school-panel/directory-listing |
Directory SEO and enquiry forms |
Parents discover you on skolzo.com; enquiries land in CRM automatically.
4. Tasks & SLA
| Route | Purpose |
|---|---|
/school-panel/tasks |
Counselor to-dos |
/school-panel/sla |
Response-time targets |
Leadership monitors SLA in Principal guide.
5. Enrolment handoff
When a child is accepted:
- Complete Convert to Student on the lead (Counselor § Convert).
- Finance picks up fee plans in ERP Finance guide.
- Class teacher sees the student in
/erp/students.
Practice exercise
- Create a visit for a demo lead and mark it complete.
- Move an application to accepted and convert to student.
- Verify the student in ERP.
Troubleshooting
Application not linked to lead — Match parent email/phone on the lead record or merge duplicates in leads inbox.
Visit reminders not sent — Check automations and WhatsApp templates (Communications playbook).