Send registration to a lead

• Director
• Admin
• Needs: CRM
• Desktop
• Phone
• Draft

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.

Sending registration creates a registration fee invoice for the family. Once it's paid, the child counts as registered.

Before you start

• Your school needs at least one registration fee in its billing rates for the school year.

Steps

One lead

1. Open the lead's Lead Information sheet, tap the round button, and choose Send Registration.

   Screenshot coming soon01 · /crm

   The lead's round button with Send Registration

2. Pick the registration fee under Select the registration fee to send to the child.
3. Tap Send Registration.

Several leads

1. On the CRM dashboard, tap +, then Send Registration.
2. Tick the leads, or select all. The list shows new leads and toured children.

   Screenshot coming soon02 · /crm

   Picking several leads to send registration to

3. Tap Continue to Registration Fee, pick the fee, and tap Send Registration.

Tips

• After you log a contact, Send Registration may be offered as the next step.
• To send forms with the fee, use Registration on the child's Enrollment CRM card. It adds the Send Registration Packet, Onboarding Packet and School Policy Book options. See Use a child's Enrollment & CRM card.

Troubleshooting

• "Nothing to Send." Every selected child already has this invoice.
• "Registration Sent" lists skipped children. Those children already had the invoice. The rest were sent.
• "No Registration Fees Found." Add a registration fee to the school's rates first.