Add a future student

TABLE OF CONTENTS

• Introduction
• Add a future student profile
• 1. Add student info
• 2. Add contacts
• 3. Link to an existing profile for a contact's spouse
• 4. Add a new contact's spouse
• 5. Add status and prioritisation

Introduction

Future students are students who have applied for, or enquired about, future enrolment.

School administrators can create profiles for future students so they’re available in Zunia when enrolment and the next academic year or period begins.

If you don't have all the details you need to complete the profile, you can add them later. And if you make a mistake, select Back to return to the details you want to change. Any edits you make are saved, so you don't have to re-enter them.

Add a future student profile

To add a future student profile, go to Student profiles > Future student profiles and select Add a future student.

1. Add student info

Under Person, add the Student info:

• Capture the student's Personal info and select Next.
  
  Name matches are flagged to avoid duplicating profiles, so if this student's profile has already been created, you can edit the details or transfer it to current students. To create a new record, make sure Create new record is selected and select Next.
• Capture the student's Background info and select Next.
• Capture the student's Application info or enrolment details and select Next. [Note 1]

2. Add contacts

When you've filled in the Student info, add a Contact person for emergencies.

If the contact person already exists in the system:

• Select Use existing, enter their name or ID and select Search. Then select the contact person from the list and select Next.

This takes you to enter your Contact options, so skip ahead to that below.

If the contact person is a company:

• Select Company then add the Company name and a contact person in Company attention. Select Next and skip ahead to Contact info: 

If the contact person is an individual, select Person and enter their Personal  info:

• Capture the contact person's Background info.
• Capture the contact person's Contact info.

Note: Select the 3 dots to mark a phone number as:

• Capture the contact's Contact options. [Note 2]

If you don't want to add a spouse, select Skip, don't add a spouse and skip ahead to Status and prioritisation.

If you want to add the Contact person's spouse, select Yes, add spouse as a contact and select Next.

3. Link to an existing profile for a contact's spouse

If the contact person already exists in the system:

• Select Use existing, enter their name or ID and select Search. Select the person from the list and select Next and now skip ahead to Status and prioritisation.

4. Add a new contact's spouse

To add a contact person's spouse:

• Capture the spouse's Personal info and select Next.
• Capture the spouse's Background info and select Next.
• Capture the spouse's Contact info and select Next.
• Capture the spouse's Contact options and select Next.

5. Add status and prioritisation

When you've filled in the info for the contact's spouse, fill in Status and prioritisation to capture where the future student is at in the application process:

• Select the relevant Status code / description.

When you've entered all the details, select Finish to add the future student's profile to Zunia.

After you've created a future student profile, you can transfer the profile to current students closer to when the student is due to start term.