🔄Admin
Managing Your Lead Pipeline
Track prospective families from first contact through enrollment.
📝
Enrollment & Forms
Set up lead management, customize enrollment forms and packets, review submissions, and configure automatic guardian account creation for new families.
📊Admin
Understanding Enrollment Funnel Analytics
View conversion metrics across each stage of your enrollment pipeline.
🛠️Admin
Creating Custom Enrollment Forms
Build custom forms to collect family information during enrollment.
📦Admin
Bundling Forms into Enrollment Packets
Combine multiple forms into a single enrollment packet for families to complete.
✅Admin
Reviewing Form Submissions
View, approve, and manage completed form submissions from families.
📥Admin
Bulk Importing Leads
Import multiple leads at once using a CSV file.
👪Admin
Managing Guardians and Family Relationships
Set up guardians, link them to children, and manage family access.