There are multiple ways to enroll families on Kinside. You can start by creating a new spot, from an existing spot, from the waitlist, Families page, Enrollments page, etc. We've made it incredibly easy to do the thing that means the most pretty much everywhere on Kinside.
From the Enrollments page
- Navigate to your Enrollments page, then select + New enrollment.
- This will open an Enrollment modal, where you can either select an existing family (perhaps someone who is already on your waitlist or who recently toured) OR add a new family (who may have interacted with you in person, but isn't yet on Kinside).
- In this next section of the Enrollment modal, you have the option to trigger multiple OR no actions. It's up to you. Required fields here are Expected start date, Tuition, and Frequency. End date is helpful if this is, for example, a summer program enrollment that you know ends on a specific date.
In addition, you also have the option to:- Invite the family to set up tuition Autopay
- Invite the family to schedule a tour
- Send the family registration forms
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Request a deposit
Or nothing - just mark this child as enrolled. In this instance, I chose to send registration forms and request a deposit, which we'll see on the next screens.
- In the Registration forms section, you have the option to select from existing forms OR upload new ones. Anything you upload here will be saved to your Documents section for later.
- Next add any fees you'd like the family to pay as part of their enrollment. In this case, I've included first month's tuition, an annual deposit, and a materials fee. You can also remove line items by clicking the trash can icon. When you're ready, click Continue.
- And your enrollment has been triggered. On the final screen, you'll see a recap of everything that is associated with this enrollment. In this case, the family has been sent an offer email with registration forms for them to download, sign, and send back to you, as well as a payment link. You'll receive a notification as soon as the payment has been completed.
- Furthermore, you'll see this new enrollment logged on your Enrollments page. From here you have the ability to:
- Mark as enrolled: This takes the enrollment from pending to complete. This will also happen automatically once the payment we requested has been paid.
- Edit enrollment: This is helpful if, for example, the family's start date changed.
- Cancel enrollment offer: We get it. Sometimes things don't work out and an enrollment needs to be canceled. This will send an email to the family letting them know.
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If you do need to cancel an enrollment for a family who was on your waitlist, you can send them back to the waitlist in their same position while you cancel. Just make sure to check the box Return child to waitlist in the Cancel modal.
Enrolling from an open spot
- Navigate to your Programs page and select the spot for which you'd like to start an enrollment by clicking on the ••• (overflow menu).
- From the overflow menu, select Offer to family. This will open the same Enrollment modal we covered above, but with the family already selected. Follow the steps from there.
- Once your spot has been offered, you'll see an update to the status on the Programs page. When the enrollment is marked as complete, the spot will disappear from this page, as we know that it is now full.
Enrolling from the Waitlist
- Navigate to your Waitlist page and expand the waitlist card for the family that you'd like to enroll. Select Enroll.
- Again, this will open the Enrollment modal. Follow the steps from there!
Enrolling from the Families page
- Navigate to the Families page. Here you have the option to start a new enrollment via the + New enrollment button or by clicking into the ••• overflow menu in a family row and clicking Enroll.
- Follow the steps from there.
You'll also find you can enroll families from other Kinside pages, such as:
- Home
- Leads
- Messages
- Tours
Have any questions or need some help? Reach out to us via chat, or email us at support@kinside.com.