Add new admissions agencies to iSAMS and list agency branches under each agency. Applicants who are introduced to your school through an admissions agency are associated with the appropriate branch of the agency.
Admissions agency branches can also be added:
- From the Agent Manager module.
- When logging an admissions enquiry. See Add a New Applicant for more information.
To add an admissions agency, follow the steps below:
- Open the Marketing tab in the Admissions module and select Manage Agencies from the right hand menu. The Manage Agents screen is displayed:
- Click Add Agent in the top left of the screen. A popup window opens:
Complete the fields in the popup window:
Section Explanation Agency Details Enter a clear and concise name for the admissions agency. Branch Details Admissions agencies are listed as branches under a main agency name. You can add more branches and contacts once you have created the main agency.
- Enter a clear and concise name for the branch of the admissions agency.
- Enter the name of the main contact at the branch.
- Enter the email address and phone number for the branch contact.
Branch Address Enter the branch address details. Use the postcode finder as a shortcut for populating this section. - Click Create Agent. The agency and branch is listed in the Manage Agents screen:
The Manage Agents screen can also be accessed from the Agent Manager module.
You can now list more branches for the agency.
The agency branch is only listed as active once associated applicants are converted to pupils.
Add a New Branch to an Agency
To add a new branch to an agency, follow the steps below:
- Open the Marketing tab in the Admissions module and select Manage Agencies from the right hand menu. The Manage Agents screen is displayed:
- Either:
- Click All in the header bar to list all agencies.
or - Click on a letter in the header bar to filter agencies by the first letter of the agency name.
- Click All in the header bar to list all agencies.
- Locate the agency branch that you want to work with and click .
- Complete the fields in the popup window:
- Click Save. The branch is listed in the Manage Agents screen:
The Manage Agents screen can also be accessed from the Agent Manager module.
The agency branch is only listed as active once associated applicants are converted to pupils.





