Enrolment & Registration

Turn a stack of forms, emails, and spreadsheets into a self-running enrolment pipeline that confirms students in minutes.

75 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Student enrolment and registration involves receiving inquiries, sending course information, collecting completed forms, verifying eligibility, and confirming enrollment. Manual coordination across email, spreadsheets, and documents creates delays, data errors, and lost applicants.

Automation captures inquiries automatically, routes forms to applicants, verifies eligibility against prerequisites in real time, and sends confirmations without coordinator intervention. The result is faster enrollment, fewer errors, and higher completion rates.

Key features
Capture student inquiries from email, phone, and web forms into a single record
Send course information and enrolment forms automatically to applicants
Verify eligibility and prerequisites against stored policies without manual review
Request missing or incorrect information and track responses automatically
Update master enrolment records and sync with accounting and CRM systems
Generate and send confirmation emails with payment and orientation details

How The Automation Works

The full workflow, from trigger to completion.

1. New Inquiry Receivedtrigger

A prospective student submits a contact form, email, or phone inquiry. The automation captures their name, email, phone, and course interest.

2. Create Student Record

A new contact record is created with the applicant's details, course interest, and inquiry date.

3. Send Course Info and Form

An automated email is sent with course details, fees, and a link to the enrolment form, personalised with the student's name.

4. Collect Form

The applicant completes the enrolment form online. Responses are logged automatically in a linked Google Sheet.

5. Verify Eligibility and Data Quality

The automation reviews the submitted form against eligibility rules (age, prerequisites, required documents) and flags any gaps or ineligibility for human review.

6. Eligible and Complete?

If the application is eligible and all required fields are complete, proceed to confirmation. Otherwise, send a request for corrections.

7. Send Confirmation

An automated confirmation email is sent with course start date, payment details, orientation link, and next steps.

8. Update Master Enrolment Sheet

The student record is automatically added to the master enrolment Google Sheet and linked to the course cohort.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
75hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

Map This Automation

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