• Knowledge Base
  • Update History
  • Feature Requests
  • Sign-In
  • Knowledge Base
  • Update History
  • Feature Requests
  • Sign-In
home/Knowledge Base/CRM
Popular Search:Enroll a child

How to enroll a child from the CRM

105 views March 29, 2020 0

Overview

This guide will show you how to enroll an entry from the CRM into a full Kindertales profile.


Enrolling a Child from the CRM

Selecting ‘CRM’ in the main menu will take you to the main inquiry list

1. Select ‘CRM’ in the main menu or use the top of page search to locate the CRM entry you wish to enroll.

2. Expand the CRM record and change the stage to ‘Enrolled’ or click the plus button in the Enroll column on the Inquiry list.

3. Provide the required details regarding the enrollment and click submit.

4. You will be taken to the ‘New Profile’ page and the information, excluding gender, will already be populated for you. Make any required adjustments and click ‘Create Account’

 

 

 

Related Articles
  • CRM Overview
  • Transfer a Child to Another Location
  • Reviewing an Inquiry entry in the CRM
  • How to review Scheduled Tours
  • How to Customize your Inquiry and Application Forms
  • How to configure your Application Fee
CRM
  • How to enroll a child from the CRM
  • CRM Overview
  • Reviewing an Inquiry entry in the CRM
  • How to review Scheduled Tours
  • How to Customize your Inquiry and Application Forms
  • How to configure your Application Fee
View All 15  
Popular Articles
  • Adding and Verifying Your Bank Account
  • How to Share Access to Kindertales with Family and Friends
  • Accessing Your Tax Receipt
  • How to add a Program
  • Contactless Check-In & Out Process for Children
KB Categories
  • Meal Planning
  • Getting Started
  • Account Set Up
    • Admin Tab
  • Billing
  • Enrollment
  • CRM
  • Classroom
  • Child Management
  • Classroom Management
  • Enrollment Management
  • Reports
  • Messages
  • Parent Resources
  • Settings
Our Mission

To provide caregivers with the tools needed to spend less time managing the facility and more time sharing their love and knowledge with the children they care for. At Kindertales we’re dedicated to enhancing and enriching the early childhood experience.

Kindertales Knowledge Base
  • Home
Kindertales.com
  • Home
  • Features
  • Support
  • Contact