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Applicaa Futures

Applicaa Futures
Applicaa Futures – Destination Tracker: How it works and data sharing
Applicaa One
Applicaa One stats on your dashboard!
ApplicaaOne Student Review System: Staff Guide
Completing your ApplicaaOne profile
How much does ApplicaaOne cost for my Sixth Form or College?
How to Update Your Advanced ApplicaaOne School Profile
One Reference - Student Grades Import
One Reference - Student Import

ApplicaaOne Knowledge Base

Adding a child to your Parent/Carer account
Adding grades to a child’s profile from a Parent/Carer account
ApplicaaOne Student Review Community Guidelines
Creating a Parent/Carer account
Explore Future Careers with the Career Hub on ApplicaaOne
How do I inform my previous school about which institution I’ve enrolled in?
How does the MatchingHub work?
How long does my offer last on the matching hub?
How long will it take for me to hear from Sixth Forms in the Matching Hub?
How many Post-16 institutions can I apply to on ApplicaaOne?
How quickly must I accept my offer through the Matching Hub?
How to Accept or Decline Offers: A Step-by-Step Guide
How to Apply to Sixth Form or College with ApplicaaOne
How to Edit Your ApplicaaOne Profile and Add Your Grades
How to Link Your Applications to a Non-Applicaa Sixth Form or College in Your ApplicaaOne Account
How to Mark Courses as Favourites on ApplicaaOne
How to Rank Your Applications
How to Register for Events Hosted by Schools and Colleges on ApplicaaOne
How to Search for Courses on ApplicaaOne
How to Search for Schools or Colleges on ApplicaaOne
How will schools contact me through the matching Hub?
Is there a cost to use ApplicaaOne?
Managing your child’s applications via a Parent/Carer account
Ranking your child’s applications via a Parent/Carer account
Submitting an application for a child via a Parent/Carer account
Unlinking a child from a Parent/Carer account
What does Quick Apply mean?
What happens if I do not get a place on the Matching Hub?
What happens if I don’t receive an offer through the Matching Hub?
What happens if I have three separate email addresses? For example, my school email address , my personal email address; and my Parent has made other applications on my behalf.
What is ApplicaaOne?
What should I do if I’m not happy at my Sixth Form or College? Can I switch?
Where to Find Your Completed Applications
Who is ApplicaaOne for?

Bursary Settings

Automatically closing Bursary+ applications that exceed the threshold
Bursary bands, Fees and Equity
Bursary+ Equity Table Calculations

Bursary16+

Where to Access Bursary16+ Training Resources

Checks, Troubleshooting & Go-Live

DFE Audit checker
DFE Checklist
How to link your Bursary form to your school website
How to send a quick email to a group via Bursary16+ platform
How to update email design - header & footer for Bursary16+
How to view sent emails, their content and status on Bursary16+
Linking your bursary platform to your Admissions+ platform
Troubleshooting guide: Bursary bands are not showing in student profile
What do the email statuses mean in the bursary platform?

Communications and Renewals

Bursary New Cycle Form
Bursary+ Renewals - Independent School
Email Templates to Check Before Going Live - B+ (Independent Schools)
How to Close and Open Your Bursary+ Form
How to Copy Data from an Existing Bursary Application
How to Email a Partner Separately for Financial Declarations

Course 1 - First Impressions

Activating Google Translate
Admissions+ Navigation
Applicaa Journey
Daily Email Digest settings
Filtering Applicants
How To Configure Landing Page
How to Add Logo and Background Photo
How to Add Students to an Application Group
How to Add a Prospectus and FAQs
How to Bulk Export Student Information as a PDF
How to Change Page Theme
How to Choose Which Columns to View in a Student List
How to Edit the Parent Homepage (Not Post-16)
How to Edit the Student Homepage (Post-16)
How to access your remaining Admissions+ onboarding tasks?
How to add a Popup Message on Landing Page
How to add a dashboard card in Admissions+
How to create, update & monitor tasks
How to enable Two-Factor Authentication
How to export attached documents or photos to a zipped file
How to quickly check application status
How to set up an Application Group
How to update the school's menu colour
How to use 2FA Authenticator App for logging in
How to use the Dashboard features
Reports: Chart Filters
Reports: Charts
Reports: Dashboard
Single Sign-On (SSO) for Staff (Google & Microsoft Accounts only)
Step Status Report
Things to consider for your initial setup - courses 1 & 2
Updating/uploading your school's privacy policy
Uploaded Files: how to link documents to parent/student homepage (without needing access to a submitted Application Form)
What does Recent Activities do?

Course 2 - Profiles

Add another child to an existing parent
Adding a student's reference to their profile
Admissions+ Enquiries & Leads Guide
Approve enquiries to start an application
Customise your student profile overview
Default role permissions (PDF)
Distance Calculation feature
How can I see registered Parents/Enquiries?
How do I edit a student's application?
How does student preference ranking work?
How to Change or Edit a Student's Email Address
How to Confirm a Student's Account on Their Behalf
How to Export Parent Data from Table
How to Export Student Information as a PDF
How to Safely Update Your Email Address in the Password & Security Area
How to Skip Registration Payment
How to add Staff/Teachers
How to add tags to filter students
How to change a student's internal/external status
How to change application status
How to change or import email addresses in bulk
How to change parent's email address
How to colour code students
How to create a test account?
How to delete an applicant or a parent?
How to edit details in the Parent's Profile
How to edit details on behalf of the student/parents?
How to filter Parents?
How to grant parents permission to view and edit an application form
How to handle declined/withdrawn applicants
How to impersonate an account?
How to import students into your platform from a CSV
How to link a student to a parent
How to make and save notes on a student's profile?
How to manage duplicate accounts
How to manage unsubscriptions
How to manually add people
How to manually merge profiles
How to manually or automatically follow up with incomplete applications
How to move an applicant to a different application form
How to prepare your CSV file to import students & parents (if you use an MIS we don't integrate with)
How to quickly view student references
How to reset password for Parent and Student
How to update existing applications using a CSV import
How to use the student profile
Importing Tutor Groups or Form Groups for Internal Students (not Year 12)
Importing additional data for existing applicants
Importing your internal Year 11 students from your MIS into Admissions+
Merging duplicate profiles - rules
Overview of student Application statuses
Parent Guide to completing A+ form
Parent Profile Overview
Parent''s Guide: Creating an Enquiry in Admissions+
Permissions
Student guide to applying via A+
Updating Key Contacts, Super Admins, and Removing Departing Staff
What does Skipped Payment do?
Why a student is not showing in declined list

Course 3 - Application process in detail

Add a UDF
Closing Applications, Disabling Submissions, and Managing Editing Permissions
Creating calculated properties in order to rank applicants by your entry/admissions criteria.
Feeder Schools Area: Process and Key Steps
Global Form Settings
How to Customise an Application Form
How to Download a Blank Copy of Application Form
How to add Hyperlinks
How to add and edit questions
How to control who can access a phase
How to enable applicants to list additional qualification types when adding their grades
How to enable/disable sending emails to students?
How to link your form to your school website
How to make a subject change on an application form, or at offer stage, and inform the student
How to manage Parent Registration
How to reopen an application form to the applicant after submission
How to set up and use payment and fees in your Admissions+ system.
How to set up the policies and agreement step
How to specify a minimum number of parent/carer contacts
How to upload policy/consent documents in the application form
How to use digital signatures
New Application Form View
Parent/Carer requirements (Additional settings)
Setting a Date of Birth Range for your applicants
Stand Alone Phases
Student profile photo/ avatar
Things to consider as you progress with your training and configuration - courses 3 & 4
Tips for processing completed applications
Toggleable/Conditional Questions
Vital data transfer checks before launching your form

Course 4 - Communications & Events

Advanced Filter Function for Events
Automations
Campaigns
Event Waitlists Feature
Events Area Overview
How Parents or Students can see their events
How To Send Test Emails
How to Change Your Email Name Display
How to Create an Event
How to Manually Add Guests to an Event
How to Send a Welcome Email to Students and Parents
How to Send the Parent Confirmation Instruction Email
How to add a QR code or other images into an email template
How to create a new event question template
How to create a new event registration form
How to create a view and add columns to your Event Guests table
How to create an event and make it visible on Landing Page, Student and Parent Homepage
How to create and edit email templates
How to customise your event email
How to filter event registrants based on event registration form responses
How to publish and unpublish an event
How to send a quick email to a group
How to set an event with multiple days and times
How to update email design - header & footer
How to use the SMS feature (PDF)
How to view sent emails, their content and status
Inbox
Linking Email Templates to Expected Year Groups (In-Year Admissions)
Messages Summary Area
New Communications Guide
Overview of events using calendar function
QR Codes for Event Attendance
Settings & Compliance
Sort Your Email Templates into\_Folders
Templates (Enhanced)
Update to Communication Logs Area
Updating "From" email address and "Reply To" email address
Vital email templates to check before going live
What do the email statuses mean?

Course 5 - Checks, Troubleshooting & Go-Live!

Applicaa Community
Help Hub Support
How to Create a Test Application
How to Generate a QR Code for School Form URLs
How to open and close your application form
How to submit a feature request or product feedback.
Importing LA Offers as an ATF and sending welcome emails to Parents
Importing Parents and Students Into Admissions+
Things to consider ahead of going live - course 5
What to check if students/parents are unable to start/proceed with an application?
Which information and settings get copied when a new form is created in your platform?

Course 6 - Timetable & Options (Yr 9 & 12)

A little bit about GCSE Options
Efficiently Assigning Bands on GCSE Options Module (Year 9)
GCSE Options Journey Overview
GCSE Options Setup Guide & Training
How to Manually Allocate Students to Classes in the GCSE & Year 12 Options Model
How to export an overview of course numbers
How to upload student choices in the Yr 12 Options module
How to use Class Management feature
How to use Timetable Forecasting (12mins)
Ignoring Subjects When Modelling on GCSE Options (Year 9)
Setting rules for your timetable configuration
Subjects Summary
Things to consider ahead of meetings, offers and timetabling
Timetables Area - Timetable Forecasting
Timetables Area - Timetable Overview
Timetables Area - Unallocated Applicants (Resolve clashes)
Year 12 Options Guide
Year 9 Integration - importing and exporting

Course 7 - Meetings & Offers

Bulk Upload of Offer Videos and Images
Exporting Meeting Notes
How a Student Accepts or Declines an Offer
How students accept a meeting invitation
How to Update Offer Status
How to add students to a meeting
How to check offer status of the students
How to conduct a student meeting
How to create a Guidance Meeting or Parents' Evening
How to edit your offer template
How to export a register for meeting sessions
How to record a student's meeting responses
How to remove students from a meeting
How to send meeting invitations
How to send offers
Meetings Area - Invitation Automation Feature
Meetings as a compulsory phase
Meetings, Offers and Timetabling training guide
Offer Courses Listing
View, edit and manage student meetings

Course 8 - Transition Features & Taster Days

Exporting Tutor Group allocations from the Sorting Hat into Arbor
Exporting Tutor Group allocations from the Sorting Hat into Bromcom
Exporting Tutor Group allocations from the Sorting Hat into iSAMS
How to manually change an applicant's Taster Day sessions
Importing Tutor Group allocations from the Sorting Hat into SIMS
Rules on collecting data
Sorting Hat
Student Transition Tool
Taster Days full training guide
Things to consider ahead of your transition events and taster days
Transition (Post-Enrolment) Features Training
Using the Transition Tool to export to SIMS

Course 9 - Sixth Form Enrolment

Bromcom Virtual School Configuration
Common uses of the Enrolment Test System
Creating an Enrolment Day Email Template
Download the Enrolment App
Enrolment Checklist
Enrolment Day Overview for Staff
Enrolment FAQs
Enrolment Navigator
Enrolment Report
Enrolment Settings
Enrolment Troubleshooting
Enrolment Walkthrough
Example CSVs for importing student grades
Grade Import Rules CSV
How to Auto-Allocate Classes
How to Colour-Code Details to be Checked
How to access your Test Enrolment Site
How to change your embargo time for enrolment
How to copy settings from your Enrolment Test Site to your Live Site
How to customise your Enrolment Form
How to enrol students & check numbers
How to import internal students' grades
How to set red flag and colour code settings for use at enrolment
How to use Decline Enrolment Function
How to use Details to be Checked
How to use Enrolment Waiting area
How to use Ready to Enrol
How to use the waiting list during enrolment
Multi-Enrolment Prevention
Student Enrolment Guide
The Matching Hub
Updating a Student's Enrolment Status
What if? A visual guide to enrolment options.

Customer training timetable & in depth guides.

Accessing your Applicaa System on a Mobile Device
Customer Training Timetable - Group Training
Data+ User Guide
Exams+ Journey Overview
Exams+ New Cycle Guide
How to Archive Form and Request Permanent Deletion (if required)
MAT Dashboard
MAT Dashboard Overview
Nursery Journey Overview
Onboarding process and training for Admissions+
Onboarding process and training for Bursary 16+
Parent Guide to completing an Exams+ registration
Preparing your In Year Form for the new cycle
Preparing your Year 7 or Reception with SIF for the new cycle
SIF Journey Overview (Supplementary Information Form)
Secondary, Primary , Middle & Upper School Journey Overview
Service Level Agreement
Setting up your new cycle - Reception/Primary
Sixth Form Journey Overview
Staff Handover
Transferring your students' data from your MIS to Admissions+ for Data Collection (Data+) - available for schools using SIMS or Arbor
Vital Checks ahead of your new cycle - Year 7
Vital checks ahead of launching your new application cycle for Year 12
Vital checks ahead of your Nursery new cycle
Who can help?
Year 7 and Primary refresher training

Data & Integrations (IT & Data Managers)

2025 Updates to Arbor Data Transfer
Address Mapping
Analysing subject eligibility
Arbor Integration
Arbor MIS Admissions+ API Guide
Bromcom Integration
CTF/File Request Area
Can all applications be imported into SIMS using the Admissions+ SIMS APP?
Checks to make ahead of exporting data to your MIS
Classes Management, Reporting and Exporting
Contact Matching and Duplicate Prevention in MIS Exports
Data Transfer - Arbor
Data Transfer - Bromcom
Data Transfer - SIMS
Data Transfer - iSAMS
Deleting or clearing cookies from Google Chrome
Do all versions of the APP auto-update? (Text only)
Duplicate Agencies
Duplicate Contact Area
Events Analysis
Exporting Applications from Admissions+ to First Media
FAQs on SIMS / Admissions+ app upgrade
Feeder Schools Analysis
First Media Integration Guide
Frequently Asked Questions
How to Add Marketing Sources Question to Enquiry and Registration Forms
How to Perform VLOOKUPs in Excel
How to change your default email settings
How to check whether your applicants have a unique identifier in A+
How to export data from A+ as a CSV
How to import Incomplete applications to your MIS
How to import classes into your MIS
How to import student and contact data into your MIS from Admissions+
How to upload a file in Admissions+ to share information with Applicaa in line with GDPR policy
Importing and updating MIS Lookups
Importing internal students from Bromcom to Admissions+
MIS Migration Guide: Are you considering switching your Management Information System (MIS)?
Map View
Meet Emma - your AI Assistant in Applicaa
Overview
Pipeline View
Properties
Reports Area
SIMS Integration
Should I import my ATF into MIS first?
Sixth Form Admissions Compliance
Summary Page
When to Import CTFs
Which fields go to which places in SIMS? (PDF)
iSAMS Integration (for state schools)

First Media

School Staff Guide: Managing Sixth Form Applications with First Media and Applicaa Admissions+

Getting started

Activating Google Translate in Your Bursary+ Platform
Activating two-factor authentication (2FA) or Single Sign-on in your Bursary16+ platform
B16+ Demo Video
B16+ How to add logo and background photo to Landing Page
Bursary+ Pre- Launch and Overview
Bursary+ Training Guide
Bursary16+ User Guide
Global Form Settings in B+
Guide to Adding and Editing Questions in B+
How to Add Child Allowance
How to Add Hyperlinks in B+
How to Add Liabilities as a Question in Your Bursary Form
How to Add Notes to a Student's Profile in B+
How to Add Students to an Application Group in B+
How to Add a Dashboard Card in Bursary+
How to Add or Set up School Bursary Bands
How to Choose Which Columns to View in a Student List in B+
How to Configure Your Bursary+ Landing Page
How to Create a Test Account in B+
How to Customise Your Bursary Application Form
How to Delete an Applicant or a Parent in B+
How to Edit the Parent Homepage in Your Bursary+ Platform
How to Edit the Student Homepage in Your Bursary16+ System
How to Edit/Customise my Bursary Form Questions
How to Export Student Information as a PDF in B+
How to Filter Parents in B+
How to Impersonate an Applicant's Account and When to Use It
How to Link Your Bursary Form to Your School Website
How to Link a Parent to a Student in B+
How to Manually Add People in B+
How to Update Information in a Parent's Profile
How to Update the School's Menu Colour in Your Bursary+ Platform
How to Use Digital Signatures in B+
How to Use the B+ Dashboard Features
How to access your remaining bursary onboarding tasks
How to add a pop-up message on your bursary application form landing page
How to add bursary FAQs for students
How to change your bursary page theme
How to change your timeout setting
How to configure your Bursary 16+ landing page
How to create a test account in your Bursary 16+ platform
How to create, update and monitor tasks in your Bursary16+ system
How to impersonate a bursary account
How to update the menu colour of your bursary system
How to upload or update your school's privacy policy in your Bursary 16+ form
How to upload your bursary policy in the application form
How to use digital signatures in your bursary application form
How to use the Bursary16+ dashboard features
How to use the student bursary profile
Parent Profile Guide
Student guide to applying for a bursary and making requests
Toggleable / Conditional Questions in Bursary16+
Toggleable/Conditional Questions in B+
Tracking and Following Up on Incomplete Bursary+ Applications
Understanding Recent Activities and Recent Applications in Your Bursary+ System
Uploading Your School's Privacy Policy in Your Bursary+ Platform
Uploading and Linking Files to the Parent/Student Homepage in Your B+ System

Independent Schools' Knowledge Base

2025 Updates to Arbor Data Transfer
Add a UDF
Adding a Configurable Note to the Footer of a Bill Estimate
Adding a Student's Reference to Their Profile
Admissions+ Navigation
Admissions+ SIMS App Guidebook
Application Journey Overview
Approving Enquiries to Start an Application
Arbor Integration
At which statuses will applications sync to SIMS?
Bromcom Integration Guidebook for Year 12
Bromcom MIS Admissions+ Export Guide (1 min) + PDF Guide
Bromcom Training Webinar Recording (1 hr)
Bromcom: How to Create a Third-Party API User for Admissions+
CTF/File Request Area
Can All Applications Be Imported into SIMS Using the Admissions+ SIMS App?
Checks to Make Ahead of Exporting Data to Your MIS
Communication Logs Area
Creating Calculated Properties to Rank Applicants by Entry/Admissions Criteria
DOB Setting to Determine Expected Year Group
Default Role Permissions (PDF)
Distance Calculation Feature
Do All Versions of the App Auto-Update?
Download the SIMS App
Duplicate Contact Area
Email Templates to Check Before Go-Live
Events Area Overview
Example Fees Data
FAQs on SIMS / Admissions+ App Upgrade
Fee Data
Filtering Applicants
First Media Integration Guide
Full Onboarding Training - Independent / International Schools
Global Form Settings
Go-Live Checks - Independent & International Schools
How a Parent Accepts a Student's Interview or Meeting Invitation
How to Add Another Child to an Existing Parent
How to Add Hyperlinks
How to Add Logo and Background Photo
How to Add Staff/Teachers
How to Add Students to an Interview/Meeting
How to Add Tags to Filter Students
How to Add a Dashboard Card in Admissions+
How to Add a Popup Message on the Landing Page
How to Add a Prospectus and FAQs
How to Add a QR Code or Other Images to an Email Template
How to Add and Edit Questions
How to Bulk Export Student Information as a PDF
How to Change Parent's Email Address
How to Change Your Timeout Setting (1 Min)
How to Change or Edit a Student's Email Address
How to Change the Page Theme
How to Check the Offer Status of Students
How to Conduct a Student Interview
How to Configure the Landing Page
How to Create Email Templates for Events
How to Create a New Event Question Template
How to Create a New Year of Entry (7 mins)
How to Create a Test Account
How to Create an Event
How to Create an Event and Make It Visible on the Landing Page, Student, and Parent Homepage
How to Create an Interview, Guidance Meeting, or Parents' Evening
How to Create, Update & Monitor Tasks
How to Create, View, and Add Columns to Your Event Guests Table
How to Customise an Application Form
How to Delete an Applicant or a Parent
How to Delete or Clear Cookies from Google Chrome
How to Edit Details in the Parent's Profile
How to Edit Details on Behalf of Students/Parents
How to Edit the Parent Homepage
How to Edit the Student Homepage (Post-16)
How to Enable Applicaa on SIMS CONNECTED
How to Enable/Disable Sending Emails to Students
How to Export Attached Documents or Photos as a Zipped File
How to Export Parent Data from Table
How to Filter Event Registrants Based on Event Registration Form Responses
How to Filter Parents
How to Grant Parents Permission to View and Edit an Application Form
How to Impersonate an Account
How to Import Students Into Your Platform From a CSV
How to Install and Run the Admissions+ SIMS App (5 mins)
How to Install the Admissions+ SIMS App
How to Link Your Form to Your School Website
How to Link a Student to a Parent
How to Link an Email Template to an Event
How to Make and Save Notes on a Student's Profile
How to Manage Duplicate Accounts
How to Manage Parent Registration
How to Manually Add People
How to Manually Merge Profiles
How to Manually or Automatically Follow Up with Incomplete Applications
How to Prepare Your CSV File to Import Students & Parents (If You Use an MIS We Don't Integrate With)
How to Quickly View Student References
How to Quickly View Student References
How to Raise a Support Ticket
How to Record a Student's Interview Responses
How to Remove Students from an Interview/Meeting
How to Reset a Password for a Parent or Student
How to Reset a SIMS ID or Status
How to Send Emails to Parents
How to Send Interview/Meeting Invitations
How to Send Test Emails
How to Set Up Payments (7 mins)
How to Set Up an Application Group
How to Set Up and Use Payment and Fees in Your Admissions+ System
How to Set Up the SIMS App via SCOMIS (Hosted SIMS)
How to Stop New Applications and Control Whether Applications Can Be Edited
How to Submit a Feature Request or Product Feedback
How to Update Email Design – Header & Footer
How to Use the SMS Feature (PDF)
How to View Sent Emails, Their Content, and Status
How to View, Edit, and Manage Student Interviews
How to allow parents to skip deposit payments in the Offer phase
How to choose if school names are created in SIMS
How to send Offers
How to test SIMS Sync before launch
How to use the New Filter Function in Admissions+
Importing Parents via CSV
Importing Tutor Group Allocations from the Sorting Hat into SIMS
Importing Your Internal Students from Your MIS into Admissions+
Independent & International Schools Group Training - Admissions+
Independent School Journey
Known SIMS People
MIS Migration Guide: Are You Considering Switching Your Management Information System (MIS)?
Managing Concessions in Admissions+
Meetings, Offers and Timetabling training guide
New Communications Guide
Offer Contract Phase - Bill Payer Settings
Offer Contract Phase Setup
Offer phase - Offer letters
Parent Guide to Completing the A+ Form
Parent Profile Overview
Parent''s Guide: Creating an Enquiry in Admissions+
Parent's Guide to Admissions+
Parent/Carer Requirements (Additional Settings)
Phase View & Step View
Reopening the “Contract Signature” Step of the Offer Contract
Reports in Admissions+ (How to Guide)
Reports: Charts
Reports: Dashboard
Restricting Enquiries
Reviewing Your Admissions+ Platform - Independent & International Schools
SIMS App Installation and System Requirements
SIMS Sync Setup (Independent & International Schools Only)
SIMS Sync detailed information
SIMS Sync vital checks
SIMS Sync: Adding a New Contact (Independent Schools Only)
Staff access permissions
Student Profile Photo/Avatar
Syncing Event Information to SIMS
Toggleable/Conditional Questions
Two-Factor Authentication
Typical Form Phases for Independent Schools
Updating Key Contacts, Super Admins, and Removing Departing Staff
Updating Withdrawal Reasons in SIMS and Configuring Offer Letter Options
Updating the "From" Email Address and "Reply-To" Email Address
Updating/Uploading Your School's Privacy Policy
Uploaded Files: How to Link Documents to the Parent/Student Homepage (Without Access to a Submitted Application Form)
Vital Data Transfer Checks Before Launching Your Form
What Do the Email Statuses Mean?
What Does Recent Activities Do?
What Is Step View?
What to Check if Students/Parents Are Unable to Start or Proceed with an Application
Where to Access Bursary+ Training Resources
Which Fields Go to Which Places in SIMS? (PDF)
Which URLs to Whitelist When Setting Up the A+ SIMS App
iSAMS API Set-up
iSAMS Export Guide for Independent Schools
iSAMS Integration Guide for Independent Schools
iSAMS Integration for Independent Schools

Maintenance and Reporting

Adding applications to the ‘Archive’ folder on the parent dashboard in Bursary+
Bursary Commitment Report
How to Quickly Check Bursary Status
How to Reset a Parent's Password in Your Bursary+ System
Overview of bursary statuses & how to change them

Bursary daily email digest settings
Customise your student profile overview in Bursary 16+
Example csv to import bursary students
How do I edit a student's details on their bursary application?
How to add or remove students in bursary application groups
How to add tags to filter students in Bursary16+
How to check a student's submitted Bursary Application
How to colour code your Bursary students
How to export data from B16+ as a CSV
How to export student bursary information as a PDF
How to follow up with incomplete bursary applications
How to make and save notes on a student's bursary application profile
How to manually add applicants into your Bursary16+ platform
How to set up a bursary application group and allocate students to it
How to update existing bursary applications using a csv import
Overview of bursary statuses & how to change them
Reports in Bursary16+
Understanding Recent Activities and Recent Applications in your Bursary16+ system
Where can I see all the Bursary Applications?

Sixth Form Only

Centralised References
Course import sample CSV
Creating Blocks and Classes
Creating Pathway Options for Courses
How a referee completes a reference request
How to Add/Remove and Hide/Unhide Courses
How to activate reserve course option
How to configure reference form settings
How to create an automated reminder for incomplete referee forms
How to edit a qualification or course
How to edit questions on a student reference request
How to import applicants' subject choices in bulk from CSV
How to import subjects/courses
How to manage awaiting reference request
How to manually add courses/subjects
How to manually change a student's subject choices once submitted
How to restrict course selection by grades
How to set up multiple reference types
How to set your Specific Requirements
How to use the Entry Test function
Importing Tutor Groups or Form Groups for Internal Year 12 Students
Linking to course content
Updating Courses Step in Application form
Year 12 Student Account Creation

Staff and Student Settings

Activating Google Translate in your Bursary16+ platform
How to add staff into your bursary platform
How to assign people to approve the request
How to change a student band by discretion
How to edit a student's email address on their bursary application
How to reset password for a Student in Bursary16+
How to stop new bursary applications, and control whether students can edit submitted applications
Where do I edit questions on Student's Initial Registration?

Student Requests & School Expenses

How to Approve, Decline or Change the status of Requests
How to Enable Bursary Request Notification
How to add an Expense
How to create bursary requests on behalf of the student
How to export all students' bursary requests
How to send an email to notify student about their request status
How to submit a Bursary Request (Staff guide only)
How to submit a Bursary Request (Student Guide)
How to update the Bursary Request form

Subscriptions and Upgrading

Applicaa Guide to Billing
Applicaa Terms & Conditions
Find out more about Applicaa products
What is the 1:1 Training Service?

Your Second Cycle and Beyond

How to create or update your academic year in Bursary16+
How to renew a student (Bursary renewable)
How to update school bands for the next cycle
Vital checks ahead of your New Cycle for B16+

SIMS Sync Setup (Independent & International Schools Only)

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