For providers using brightwheel CRM, enrollment holds reserve an offered spot while a family decides or finishes paperwork, so it isn't offered to anyone else.
The held spot is removed from your Enrollment forecast's open count until the hold ends. If the family accepts, enroll their child. If not, you can offer the spot to the next family on your waitlist.
đ Not seeing holds and brightwheel CRM in your account? New schools see it automatically, while existing schools need to opt in. Learn how to opt in.
What happens during holds
During
While a hold is active, your forecast shows one fewer open spot for that room and date. This keeps your availability accurate, so you can answer other families without double-booking the same spot.
When it ends
If the hold ends and the child chooses not to enroll, the child is removed from the Forecast view and the spot they once held is freed up. Nothing else changes about the student or their place in the enrollment pipeline automatically.
If they donât enroll, we recommend moving them to the Lost column in the CRM > Leads view to indicate they are no longer interested.
Place an enrollment hold
Holds are placed from an open spot on your Forecast page, and they pull from the CRM waitlist for the program linked to that room.
Log in on the web
In the sidebar menu, click Enrollment > Forecast
Select an open tile in the month view, then the plus sign next to the open spots
Choose a family from your waitlist and select Hold
Add a hold length, their schedule type, any extra notes, then click Hold spot
View my active holds
From the Forecast view, each monthly tile will indicate any active holds for the month with the bookmark symbol. Click that tile to view the specific students with holds.
When the family responds
They say yes: Enroll their child in the held spot
They say no: Remove the hold (or wait until it ends) and offer the spot to the next family on your waitlist
đĄ Tip: Check your Forecast before a hold ends so you know which spots are about to open back up.
Enroll a child from a hold
If the student decided to enroll before the hold ends, you can manually override it and enroll them immediately.
In the sidebar menu, click Enrollment > Forecast
Select a tile with the bookmark symbol, indicating there is a hold
Next to the student with the hold, click the three dots
Select Enroll to enroll them right away
Remove or edit holds
You can always edit the enrollment hold details to change the date range, or remove it completely.
In the sidebar menu, click Enrollment > Forecast
Select a tile with the bookmark symbol, indicating there is a hold
Click the three dots next to student with the hold, then select Enroll to override it, Edit hold to make adjustments, or Remove hold to delete it
FAQs
How long can I hold a spot?
As long as you like.
Can I hold a spot for a family that isn't on my waitlist?
Not currently. Students must be listed on a waitlist to hold a spot for them.
Can I extend a hold?
Yes, you can edit a hold at any time.