Brightwheel is continuously adding powerful tools that can be used to manage the full funnel of enrollment from initial interest to site visits to active enrollment into a program

The key to remember is that in order for parents to create an account, you have to invite a parent with an email address or phone number. But once you do that, the parent can run with it.

Suggested steps:

  1. Add Student: Can include just their name
  2. Assign to Program: Assign the student to the relevant program to be enrolled in
  3. Set Status: You can set the student status to Prospect, Toured, or Waitlist to track and filter your potential students across platforms
  4. Add Parent: Can include just name and email address or phone number
  5. Send Invoice (optional). Once you've added a parent, you can send an invoice for application fees, tuition, etc

That's it. From there, parents can:

  • Create an account
  • Add their own personal information
  • Add their child's full information - including profile photo, contact info, emergency contacts, allergies, etc.
  • Invite other parents/guardians
  • Add a payment method and pay invoices
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