Step 1: Find the child. There are several options: 

Option A: 

  • Start typing the child’s name or the lead’s name, phone number or email address in the upper right search bar. 
  • Click the child’s or lead’s name when it appears. 

Option B: If you’re logged into a specific location….

  • On the Home tab, click the “All Active” status tab.
  • Click the lead’s/child’s row in the resulting list.

Option C: If you’re logged into a specific location…. 

  • On the “Home” tab, either click the Wait List status tab or click the Wait List column in the “Active Opportunity Pipeline” chart. 
  • Click the lead’s/child’s row in the resulting list.

Step 2: On the “Manage Lead” screen, under “Children”, click the row the child is on.

Step 3: On the “View Child” screen, click the “EDIT” button at the bottom or “Edit” in the upper right task bar.

Step 4: On the “Modify Child” screen, change the child status from “Wait List” to whatever the child’s new status is.

Step 5: If a pop-up window appears, fill it out.

Step 6: Click “SAVE”.


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