Family Applications and Enrollments from inquiry to first day

• Record new-family inquiries.
• Store contact information for prospective families.
• Manage waitlists and admission status.
• Update each family’s progress toward enrollment.
• Invite parents to complete enrollment information.
• Collect family applications and enrollment packets.
• Review and approve submitted packets.
• Return packets for missing information.
• Publish school tour times for families to book.
• Send permission-based email reminders.
• Review follow-up drafts before copying them into your email.
• Assign rooms and maintain enrollment records.

Use Enrollment for prospective families and Children for children already in your care. Keep inquiries and next steps visible so the team can follow up without losing track of a conversation.

Families can submit enrollment information through their account. Staff review submitted packets and return incomplete information for correction before approving the packet.

Set up school tour times for families to book from your published website. Email reminders can follow up with permission, and reviewed follow-up drafts help staff write without sending anything automatically.

1. Record the prospective parent and track the family’s status.
2. Invite the family to complete its enrollment information.
3. Review the packet, request corrections if needed, and approve when ready.