• 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 send an Application to a CRM entry

38 views May 8, 2020 0

  1. Go to CRM
  2. Select the child from your Inquiry or Waitlist
  3. When the child’s information expands, move to the green box on the right called “Application and Waitlist Management”.
  4. Click the green “Send Application” button

Related Articles
  • How to configure, record and report on End of Care reasons
  • 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
CRM
  • How to send an Application to a CRM entry
  • 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