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 and know the lead’s/child’s current status…. 

  • On the “Home” tab, either click the lead’s/child’s status tab or click the status 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 the “Children” section, click on the row containing the child to be Registered or Enrolled.

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

Step 4: On the “Modify Child” screen, click on the “Child Status” field to expand the drop-down menu. Click to select “Registered” or “Enrolled (Started)”. 

If a “Status Change Alert” window pops up, provide whatever info is needed.

Step 5: On the “Modify Child” screen, click on the “Expected Class” field to expand the drop-down menu. Click to select the class you expect the child to join. 

Step 6: Then click the “SAVE” button at the bottom or click “Save” in the upper right toolbar.

Did this answer your question?