There may be a few parents who expressed interest in your program, but were unable to fill out the enrollment form. Perhaps they called in to ask some questions, or they dropped by for a visit but wanted to think about it before filling out the form.
Don't worry! We have a way for you to keep track of these parents too.
Manually Add Parent / Student Information
If you have a parent who hasn't filled out the online enrollment form but you want to include their information in your enrollment pipeline, you can add their information using the "New Enrollment" button in the upper right of the Enrollments page.
This may be something you'll want to do for parents who have showed interest in enrolling but aren't quite ready to commit yet. As long as they're on your Enrollment List either under the Toured or Interested status, you'll have a visual reminder to check in with that family.
After clicking the button, you'll see a form that where you can fill out:
- Student Name
- Assigned Room
- Expected Schedule
- Expected Start Date
- Registration Status
- Parent 1 Name, Email, and Phone Number
- Parent 2 Name, Email, and Phone Number
Please note that this information isn't as extensive as when the parents fill out the enrollment form.
If the parent were to fill out the enrollment form after you've added them using the New Enrollment button, it will currently create a duplicate line for the family in your Enrollment list. You can archive the version that you had originally created.
In a future update, any duplicate entries will be automatically taken care of by the enrollment system, so keep an eye out for that :)