brightwheel

[For Admins] Learn how to set up CRM by building message templates, forms, and tours.

Getting started with brightwheel CRM

[For Admins] Learn how to customize the emails brightwheel CRM sends to families.

Customize and manage CRM message templates

[For Admins] Learn how to customize and share your CRM enrollment forms and packets.

Set up CRM lead forms and send additional forms

[For Admins] Learn how to set CRM tour availability.

Set up CRM tour availability and settings

[For Admins] Learn what types of notifications you'll receive with CRM.

CRM notifications

[For Admins] Learn how to collect tour, application, and registration fees from prospective families before they enroll.

Collect fees from prospective families with CRM

[For Admins] Learn how to move your recent prospects and waitlist to brightwheel CRM and what changes when you migrate.

Migrate to brightwheel CRM

Audrey

CRM setup

Create a custom design with text, images, and links

Brightwheel Website

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Purchase Experience Curriculum

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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