brightwheel

Audrey

Manage enrollment from first inquiry to future openings. Keep prospective families moving with forecasting, paperwork, tours, and much more. 

Enrollment, Paperwork & Admissions

[For Admins] Learn about brightwheel CRM to seamlessly manage your leads, tours, and waitlists.

What is brightwheel’s Customer Relationship Manager (CRM)

Manage enrollment from first inquiry to future openings, all in brightwheel.

brightwheel CRM (Customer Relationship Manager)

[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

[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 request a fee from a lead, such as a tour fee, and track whether it's been paid.

Request payment from families in 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

CRM setup

[For Admins] Learn how to add leads, customize your leads view, and use the lead drawer to edit student details.

Add and manage leads in brightwheel CRM

[For Admins] Learn how to move families through your enrollment pipeline, send stage emails, and enroll a lead.

Move leads through your CRM pipeline

[For Admins] Learn how to add families to your waitlist, reorder them and enroll them when a spot opens.

Manage your waitlist in brightwheel CRM

CRM pipeline management

[For Admins] Learn how to forecast open spots and availability, schedule transitions, hold spots, and fill openings from your waitlist.

Forecast open enrollment spots and availability

[For Admins] Learn how to schedule enrollment transitions due to schedule changes, program/room transfers, and withdrawals.

Schedule and manage enrollment transitions

[For Admins] Learn how to hold a spot for a family who is still deciding, so the spot is removed from your enrollment forecast.

Place enrollment holds

Know who wants a spot, see where you’ll have room, and keep classrooms full.

Enrollment forecasting 

[For Admins] Learn how to view upcoming tours, mark a tour complete or a no-show, reschedule, postpone, or cancel a tour.

Manage tours in brightwheel CRM

CRM tours

[For Admins & Managers] Learn how to build general, enrollment, registration, or admissions forms to collect key information from families.

Create digital forms

[For Admins & Managers] Learn how to share digital Forms with your families via invitation or a URL link.

Share digital forms

[For Admins & Managers] Learn how to view submitted forms, request changes from families and approve forms.

Review form submissions

[For Admins & Managers] Use our Shared Files feature to create and share important documentation with your families and staff!

Share files & documents with families

Create and share with families digital forms, packets, document requests, contracts, and more.

Paperwork & enrollment forms

[For Admins & Managers] Learn how to use Document Requests for the easy exchange of family info and tracking of documentation

Create Document Requests

[For Admins & Managers] Learn how to upload your PDF contract and share with families to collect signatures and parent names.

Create Contracts

[For Admins & Managers] Learn to use Fillable Documents to share paperwork with families to complete in brightwheel.

Create Fillable Documents

Create other form types

[For Admins + Managers] Learn how to speed up enrollment with brightwheel's pre-built form templates!

Overview of form templates available in brightwheel

[For Admins & Managers] Learn how to access our collection of pre-made form templates to fulfill state paperwork requirements.

Use pre-built state form templates

[For Admins + Managers] Learn how to access pre-built general enrollment forms in brightwheel.

Use pre-built general enrollment form templates

[For Multi-site Admins] Learn how to create organization-wide forms for easy sharing across all your schools.

Build form templates across multiple locations (for multi-sites)

[For Admins + Managers] Learn how to access forms & paperwork templates shared by your organization.

Create forms from an organization template (for multi-sites)

Form templates

[For Admins & Managers] Learn how change form titles, welcome messages, due dates, and more.

Edit digital forms

[For Admins & Managers] Learn how to make a new copy of existing forms.

Duplicate a form

[For Admins + Managers] Learn how to print completed forms and packets.

Print forms

[For Admins + Managers] Learn how to export or download responses from submitted forms.

Export form submissions & responses

[For Admins & Managers] Learn how delete a form and prevent submissions by closing the form

Close or delete a form

[For Admins & Managers] Learn how to use preset and custom fields in forms to collect information and automatically update student profiles

Types of fields available on forms & paperwork

[For Admins & Managers] Learn how to add due dates and expiration dates to forms and paperwork.

Set paperwork due dates & expiration dates

[For Admins & Managers] Learn how to collect more than one digital signature from guardians and parents on paperwork

Collect multiple signatures on forms

Manage forms & paperwork 

[For Admins + Managers] Learn how to create a new admissions packet and share it with families.

Create & share admissions packets

[For Admins] Learn how to duplicate, edit, reorder, and delete packets

Manage admissions packets

[For Admins] Learn how to add a submission fee for families to admissions packets.

Add a submission or registration fee to packets

[For Admins + Managers] Learn how to monitor shared packets, review submissions and approve.

Monitor & approve packet submissions

[For Admins] Learn how to waive submission fees for admissions packets.

Void admissions packet fees

Learn how to bundle and send multiple forms with Admissions packets   

Admissions packets 

[For Admins + Managers] Gain an overview of brightwheel admission features to make student enrollment a breeze!

Overview of brightwheel Admissions features

Use student statuses and programs to organize vital student information and achieve a holistic view of your Admissions pipeline.

Gain a holistic overview of your admissions pipeline

[For Admins + Managers] Learn to use Waitlists to manage program openings and who to admit for a particular program.

Manage program waitlists

[For Admins + Managers] Learn to manage students using programs to better understand enrollment, capacity, and project future resourcing.

Create Programs & assign students

Admissions

[For all Staff] Learn how to build digital sign-up forms for families to sign up for events, room supplies and more!

Create Sign-up sheets for events, supplies, parent-teacher conferences & more

[For all Staff] Learn how to send digital sign-up forms to families, to sign up for events, admission tours, room supplies and more!

Share Sign-up forms with families

[For all Staff] Learn how organize signups for parent-teacher conferences.

Coordinate parent-teacher conferences

[For all Staff] Learn how to view who signed up for program activities, form responses and remove sign-ups

View & manage family sign-ups

[For all Staff] Learn how to edit, duplicate, close or delete Sign-ups.

Manage sign-up forms & access

[For all Staff] Learn how to export, download and print sign-up responses.

Export and download sign-ups

Sign-up sheets for program events & activities 

Create a custom design with text, images, and links

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