Your waitlist keeps track of families who want a spot but are waiting for an opening. For example, if your toddler room is full, you can waitlist three interested families, put your first choice at the top, and enroll them as soon as a spot opens.
The Waitlist page connects directly to the Waitlisted stage in your pipeline and is organized by program, so you can see who is waiting for each one.
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.
Add a family to your waitlist
When adding a family to a waitlist, they are added to the bottom of that program's waitlist by default.
From the Leads view
Log in on the web
From the sidebar menu, go to CRM > Leads
Move the lead to Waitlisted
Choose the program the family is waiting for
Optionally send the waitlist email
Click Add to waitlist
From the Waitlist view
Log in on the web
From the sidebar menu, go to Enrollment > Waitlist
Click + Add lead
đĄ Tip: Set up your Waitlisted message template ahead of time so you can let families know they're on the list with one click. Go to CRM > Setup > Message templates.
View your waitlist
Go to Enrollment > Waitlist in the sidebar menu. For each family, you can see the child's age, whether they have a sibling, their desired start date, and how long they've been waiting.
Click any family to open the lead drawer. From here you can send an email, add notes, log a call, and update details.
Reorder your waitlist
Drag and drop families on the Waitlist page to change their order.
Enroll or move families from your waitlist
When a spot opens, you can enroll a family from the Waitlist page. When enrolling a child, brightwheel creates a student profile for each enrolled child and carries over their information.
Log in on the web
From the sidebar menu, go to Enrollment > Waitlist
Hit the checkbox next to the student(s)
Click Actions > Enroll
If you use Enrollment forecasting, you can also fill an open spot from your waitlist right from your forecast. Learn more: Forecast open enrollment spots.
FAQs
Why do I choose a program when I waitlist a family?
Your waitlist is organized by program, so families are grouped with others waiting for the same one.
Do I have to send an email when I waitlist a family?
No. Sending the email is optional, and you can send it later from the lead drawer.
Can I waitlist a child who is already enrolled?
Not yet.