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Learning Pathway

Navigating OpenApply

Part of the Essential course collection
3 hours for CEUs

By the end of this learning pathway, learners will be able to:

Customize school profiles, academic structures, and user permissions to establish a foundation for daily operations.
Manage the applicant pipeline by filtering profiles, utilizing review modes, and organizing data with internal tagging and notes in the admissions and enrollment workflow.
Master both staff and parent perspectives to support families, manage parent-facing forms, and streamline checklist completion.
Configure forms and contracts with digital signatures, track document status, and automate re-enrollment communication at scale.
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This learning pathway is coming soon: Summer 2026

23 Lessons

OpenApply Daily Use Basics

Learn to configure personalized workspace filters, track daily analytics, and seamlessly manage student profiles from initial inquiry to enrollment, along with advanced workflows to support your daily use of OpenApply.

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OpenApply Platform Basics

Learn to configure OpenApply and manage the admissions workflow from inquiry to enrollment with this foundational guide.

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OpenApply Forms and Payments Basics

This micro-course provides fundamental training on configuring and managing digital signatures within OpenApply.

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OpenApply Events & Re-Enrolment Basics

A comprehensive guide to preparing, launching, and managing the re-enrolment process in OpenApply to ensure returning students are seamlessly confirmed for the upcoming academic year.

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OpenApply CRM Basics

Dive into OpenApply CRM with practical insights and step-by-step tasks to effectively manage your customer relationships and streamline your processes.

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Navigating OpenApply Learning Pathway

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