This article applies to online version only (without desktop).
Once families have been added to your enrollment pipeline, you'll be able to take specific actions with their records.
Important: The "Enrollments" feature is for new families only. If a current family fills out the enrollment form it will create a duplicate student. For this reason, enrollments are not a good fit for summer camps or enrichment programs.
View / Edit Family Record
Select "View & Print" or click on the child's name to view their record information. This will take you to the profile view where all of the lead details will be listed on the left side and you will be able to view all activity on the right. You can also filter between messages and tasks by selecting the desired tab.
Please Note: The tabs across the top of the Lead Details page are premium features.
The recent activity feed will show all activities connected to this lead, including status changes, outgoing messages, payments received, and when the lead was archived or unarchived. Each activity will include the date, time, and the staff member who was logged in when that change was made.
Click on the printer icon to print the record, or the pencil icon to edit the information.
Receive Payments & Mark Families as Paid
You can choose to receive a payment for a family and mark them as paid. It's possible to mark them paid without indicating the payment amount by using the "Mark as Paid."
Families who have paid will appear with a green check and the amount will be indicated in blue.
To receive a payment, select the ellipses to the right of the leads name and then select receive payment.
Archive the Record
Archiving records work well when you want to clean up your enrollment pipeline or clear duplicate records.
Once Archived, to view the records, click on the ellipsis button in the upper right and select View Archived.
From the Archived screen, you can search for a lead or filter your leads by room, expected start date, lead source and more!
If you wish to view the lead profile screen, you must unarchive the lead first. To do this, click an ellipsis at the end of the row to unarchive the file.