The Online Enrolment Info Capture is used to record the information about a student and their booking at the time of enrolment. When this feature is set up, after an enrolment takes place a Portfolio Item will be created against the student’s contact record with a PDF file attached containing the booking information.

For more information, please see our help article Info Capture.

The template used to capture Online Enrolment Information should contain all relevant contact and enrolment fields that you would like to record at the time of enrolment. You will need to have one template that contains fields for workshop enrolments and another that is used for class enrolments. You can also create another template that is specifically used for a particular enrolment configuration if you wish to.

Example Document

enrolmentInfo-1