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Set a registered child's start date

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

Once a family registers, set the child's start date. The date shows on their Enrollment & CRM card as Scheduled.

Before you start

Steps​

  1. Open the child's Enrollment & CRM card.
  2. Tap Start Date. You can also tap the round button and choose Start Date.
    The Start Date row on Enrollment & CRM
  3. Under Select Start Date, pick the day.
  4. Tap Save.

Tips​

  • To change it, tap Start Date again. The sheet reads Update Start Date and shows the current date. Pick one under Select New Start Date and tap Save.