Families often reach out to several schools at once, and a quick reply can make a big difference. CRM notifications alert admins the moment a family submits an inquiry or books a tour, so you can respond while their interest is fresh.
đ Not seeing brightwheel CRM in your account? New schools see it automatically, while existing schools need to opt in. Learn how to opt in.
Types of notifications
New inquiries
When a family fills out your interest form, or other packets, you'll get a notification.
Selecting the notification opens up the form details so you can follow up.
Scheduled tours - coming soon!
When a family schedules a tour, you'll get a notification letting you know. Selecting it opens the Tours page so you can see the details and prepare for the visit.
Where to see notifications
You'll get both an in-app notification and an email for new inquiries and scheduled tours.
FAQs
Can I turn off notifications for CRM?
Notifications can't be turned on or off for individual users just yet. We plan to add more options in the future.
Who receives CRM notifications?
All Administrators.