Profile Settings

An admission manager can edit options for various fields used on candidate profiles and checklists. Manage the options from Enrollment management, select Admissions, Admissions setup, and then Candidate Profile Settings.

Expand a field's row to see the current options. You can Add new types, Edit existing types, and Delete unused types. If a type is not yet ready to be used or if it has been used, but should not be used in the future, you can clear the Active check mark to hide the option. To control how options for each type appear in drop-down menus, drag and drop the value into a new sort order.

A candidate may drop out of the admissions process for a variety of reasons. Create reasons to track why the candidate was inactivated, such as

  • did not complete application

  • withdrew application

Connection types indicate how a candidate heard about your school from another individual. For example, a candidate might

  • have a relative associated with the school

  • be referred by someone associated with the school

During the admissions process, the candidate and candidate’s family might attend one or more events. The event type typically indicates the purpose of the event. For example:

  • open house

  • school fair

  • presentation

Tip: To create or manage events specific to the enrollment process, refer to admissions events.

An admissions manager can define the types of financial aid offered by the school. For example:

  • Grant

  • Second child discount

  • Honors scholar award

  • Need-based

  • Government aid

  • Performing arts scholarship

Tip: Learn more about Financial Aid.

Admissions managers can define the terminology that is used for financial aid decisions. For example:

  • Granted

  • Denied

  • Waitlisted

Tip: Learn more about Financial Aid.

During the admissions process, the candidate and candidate’s family typically meet with someone for one or more interviews.

The interview type can indicate the purpose, location, or method for the interview. It could also indicate who conducted the interview. For example:

  • on campus interview

  • phone interview

  • webcam or Skype interview

  • athletic or coaches' interview

Note: When admissions staff complete an interview, they can select a rating from 1-10.

Can add new Interview Participant Types under this category.

Select Edit and then add a new type after entering theName. Selecting +Add will create it and display it in the list. You can also set it to active or inactive (based on if the field is enabled or not).

To delete an entry, select the Delete option and once saved, it will be removed. Please remember that deleting a field is permanent and can't be undone.

Can add new Miscellaneous File Types under this category.

Select Edit and then add a new type under Name. Selecting +Add will create it and display it in the list. You can also set it to active or inactive (based on if the field is enabled or not).

To delete a Misc File Type, select the Delete option and once saved, it will be removed. Please remember that deleting a field is permanent and can't be undone.

In the event a candidate declines a school's invitation to matriculate, it is important to capture the reasons why. For example:

  • Not enough financial aid

  • Does not want to be on wait list

  • Selected different school

  • Moved

  • Athletics program too small

Your school probably requires candidates to ask people they know to write a letter of recommendation. For example, candidates might be recommended by

  • an alum

  • a board member

  • a coach

  • a current faculty

  • a current family

  • a former family

  • a teacher

  • a religious leader

Tip: You can also enable these people to submit letters of recommendation for candidates online.

Use school program types to track specific programs that are non-academic. For example:

  • English as a second language (ESL)

  • Learning services (LSP)

  • PK AM, PK PM, PS 4 Day AM, PS 3 Day AM

This information appears on a candidate's admissions profile under Candidate Information.

School types indicate which of your "schools" a candidate currently attends, previously attended, or wants to attend. For example:

  • current

  • previous

  • summer

  • applied to

Special relationships indicate how a candidate is connected to individual(s) associated with the school. Consider tracking whether a candidate

  • has a development interest

  • has a sibling at the school

  • is the child of an alum

  • is the child of a board member

  • is the child of a trustee

  • is the child of a faculty member

This information appears on a candidate's admissions profile under Candidate Information.

During the admissions process, the candidate and candidate’s family typically visit your school at least one time. The visit type can indicate the purpose for the visit or who met with the student for the visit. For example:

  • student tour

  • family tour

  • shadow

  • testing

  • interview

  • meeting

Can add new Visit Participation Types under this category. Potential examples include International, Student, Coach, Faculty, and more though this list is very much school specific.

Select Edit and then add a new type under Name. Selecting +Add will create it and display it in the list. You can also set it to active or inactive (based on if the field is enabled or not).

To delete an entry, select the Delete option and once saved, it will be removed. Please remember that deleting a field is permanent and can't be undone.

Refer to Ethnicity Types.

Refer to Religion Types.