February 2023 Product Spotlight

Master enrollment like a rockstar this year 😎. Also, account switching is coming soon!

Claire Lee Lyall avatar
Written by Claire Lee Lyall
Updated over a week ago

The first flowers of the season are beginning to bloom, which signals the perfect time to get ahead of a big endeavor like enrollment this year.

Also make sure to check out ‘What’s New’ at the bottom of the newsletter. A long-awaited Account Switching update for staff who are also guardians is coming!

Easily see which families have paid registration fees with the Charges Report.

As many of you begin enrolling children for the upcoming school year, you can quickly confirm who has and has not paid registration fees using the Charges Report on brightwheel. If you use ‘Registration Fee’ as a Charge Category, you can go to the Charges Report and select the ‘Group by’ filter of ‘Charge Category.’ Learn more about this report here!

Make a great impression with new families using Admissions & Messaging.

Message prospective families and manage their enrollment forms all from the Admissions tab in brightwheel. This means new parents and guardians only need to be directed to one place for any questions or next steps they may have. You can even add custom notes that will stay on the child’s profile before and after they are enrolled!

Access real-time numbers for your enrollment pipeline with one click.

When you manage Admissions on brightwheel, you can quickly see which families have completed a tour, who has a desired start date in the next two months, and more. Aside from sorting by alphabetical order, you can also sort your admissions list by paperwork date, age, and whether a sibling is attending your program. Click the “Order By” link at the top of your student list to try this today.

  • *Coming Soon* Account switching for staff who are guardians! Thanks to feedback from our community, we are building the ability for staff members to easily switch back and forth between their staff and guardian accounts. Look out for this update in the coming months!

  • Tax questions: Visit our tax resource hub to answer any questions related to filing taxes (as a program or family member) for 2022.

  • Training recordings: If you missed our free brightwheel trainings on admissions, billing, check-in, and communication, no problem! You can access the recordings anytime here.

Have ideas for what we can feature in future newsletters? Let us know here.

Additional Resources

Did this answer your question?