Brightwheel CRM is where you capture and manage prospective families from their first inquiry through enrollment. If you already have prospective families in brightwheel, you can easily migrate these families into CRM, without re-entering anything.
đ Learn more about brightwheel CRM and what it offers.
What's changing if you migrate
Once you migrate, you'll gain access to CRM features that help you manage prospective families and enrollment. Students with a status of Prospect, Applied, Toured, or Waitlist that you select will move to the new CRM Leads page.
đ© No student data, programs, waitlists, or packets will be deleted. As long as you migrate your students, you'll find them in similar places in CRM.
A few tabs will also change:
Waitlists moves to Enrollment > Waitlist
Admissions Dashboard stays where it is for now. It will eventually be retired as CRM > Leads becomes your place to manage your enrollment pipeline. We'll share the timeline well in advance, and you can keep using the Dashboard until then.
What's staying the same
Your student profiles: Migrated students keep their existing profile. When you enroll a lead, brightwheel links to that profile instead of creating a second one.
Your packets and forms: They're still available under Paperwork.
Your timing: Migrating is your choice. You can keep using Admissions until it's retired, and we'll notify you well in advance of any changes.
Migrate your students
Log in on the web
In the sidebar menu, hit Admissions
Click Migrate in the banner at the top
Select the students you want to migrate and confirm
After you migrate, go to CRM > Leads to see your students in their new stages. Migrated students won't appear in the migration list again.
Note: If your list is empty, you don't have any eligible students. Check that their status is Prospect, Applied, Toured, or Waitlist and that they were updated in the last six months.
Get started with brightwheel CRM
Once you've migrated, visit Getting started with brightwheel CRM for setup steps. From there, you can explore our other brightwheel CRM resources.
FAQs
Do I have to migrate?
No. You can keep using Admissions until it's retired.
Will I see duplicate students after I migrate?
No. When you enroll a migrated lead, brightwheel links to their existing student profile.
Why are some students missing from the migration list?
Only students with a status of Prospect, Applied, Toured, or Waitlist who were updated in the last six months can be migrated. Students you've already migrated don't appear again.
How do I add prospective families after I migrate?
Use CRM instead of the Students list.
Where did my waitlist go?
Go to Enrollment > Waitlist. Waitlisted families also appear in the Waitlisted column on your Leads page.
Where did my packets go?
The Admissions packets tab is now called Packets and is under Paperwork.