This guide will assist you with the information on the waitlist and how to appropriately action them.
TABLE OF CONTENTS
- Lead Management
- Waitlist
- Check Availability
- Make Offer
- Offered
- Accepted
- Completed
- Lost Opportunities
Select Lead Management from the Enrolment menu
Select the centre you are wanting to view
Lead Management
You can the view each field by selecting that tab or filter by care type or days
Waitlist
This will show you list of new waitlist enquiries that you have received for the centre selected. Selecting the drop down option on the enquiry will display the information of the request.
Check Availability
This will take you to the Enrolment management section with the child information pre-poulated, allowing you to see if the age of the child matches availability you have in the classes, based on their set up.
Make Offer
Enter the class, fee and start date, (end date is optional) you are offering the child
Select the frequency and days that you are offering
You can send offer, the parent is emailed the offer
Offered
This will show a list of entries that you have offered a position to. By selecting the drop down on the entry you can see all the details associated with the waitlist request and offer sent, and resent the offer if required.
Accepted
This will show any families that have accepted the offer, but have not completed the enrolment form
Completed
This will show any families that have submitted the enrolment form and the account is now visible in Kangarootime
Once the parent has accepted the offer they are prompted to complete the enrolment form and once they successfully submit the account will create in Kangarootime
Lost Opportunities
This will show any waitlist enquires that you have actioned as lost
You can then:
Create the CCS Enrolment for child
Apply a billing cycle to individual account
Add children to QKFS program if eligible Queensland service
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