LineLeader Manage Updates
Disenrollment: Automatic Actions on Delinquent Accounts:
Manage now acts on a family’s account status. When a family moves into a delinquency stage (Past Due, Overdue, or Collections), Manage can show parents a banner, send a stage-change email, restrict what parents can do in the app, and take automatic schedule actions. Before this release, account status was display-only and nothing happened when a family fell behind.
Parent messages: A banner in the parent app and an email when the family enters a new stage.
App restrictions: Block parents from adding, editing, or cancelling schedules and from submitting time off. Restrictions can be set on any stage, including Current.
Automatic schedule actions: End active schedules or delete future schedules. These run every night while the family stays in the stage, so a schedule that staff re-add is caught on the next run. Deleted future schedules can’t be recovered.
Because these actions can end or delete schedules automatically, we recommend reviewing your stage settings before turning this feature on.
Automatic actions apply to every child linked to the delinquent parent through a Family relationship. Authorized Pickup and Emergency Contact relationships aren’t affected.
This feature only runs at sites with the Disenrollment customization turned on. At other sites, account status still calculates and displays, but nothing fires. New child sites inherit their parent’s disenrollment settings.
Customizations:
enrollmentStatus/enabled: Enables the Child’s Enrollment Status setting
disenrollmentFlow/enabled: Enables the disenrollment portion of this feature
Refreshed PIN Check-In Kiosk:
The web kiosk check-in screen has a new design. Branding and instructions sit on the left, with the number keypad next to them. When QR check-in is turned on, a third column shows the QR code. The instructions change to match how your center checks people in: phone number then PIN, or PIN only.
White-label customers will see their own primary color in place of LineLeader purple. On portrait tablets with QR turned on, the QR section moves below the keypad, and on phone-width screens the page stacks into one column. A dedicated phone and portrait-tablet layout is planned for a later release.
Parent Led Registration (PLR): Editing a Cancellation Date:
Parents who have already set a cancellation date can now see it and change it from the parent web app. They can push the last day later, move it earlier (with a reason), or remove the cancellation. Before, the only option was to go through the cancel flow again, which looked like cancelling twice and caused confusion.
Moving a date later checks whether seats are still available, because they were released when the original date was saved. Moving it earlier releases the seats. Changes are staged with Undo and saved together with any attendance-day edits. Families with disenrollment restrictions can’t use the flow. This release covers the parent web app only. Mobile and an admin version are not included.
This release also updates how the end date is stored. New cancellations now store the parent’s actual last day, so billing matches the date the parent chose. Existing cancellations aren’t changed, but editing one through the new flow corrects it.
LineLeader Enroll Updates
Last Modified Date in Data Warehouse Files:
The leads, children, tasks, and locations data warehouse files can now include a lastModifiedDateTime column showing when each record last changed. You can use it to pick up only the records that changed since your last file drop instead of reloading every file in full.
What counts as a change: Leads, children, and tasks track changes whether they came from a staff member, an import, or an integration. Locations are included as well.
Column placement: The column is added as the last column in each file, so no existing column moves.
Off by default: The column is turned on per customer. Some customers read these files by column position, so they need time to update their import before it appears.
The status tracking file is unchanged and doesn’t get the column.
Status Reasons for Every Status:
Every enrollment status can now have its own Reason (a pick list) and Comment, set up in Family Hub Settings > Status Reasons. Before, only Wait List, Enrolled, Temporary Leave, Withdrawn, Lost Opportunity, and Rejected had reason fields. Now New Lead, Responsive, Tour Scheduled, Tour Completed, Registered, and custom statuses can have them too. This lets centers track sub-statuses, such as New Lead → Engaged, Contacted, or Dropping.
One reason per status: Each status has one Reason and one Comment for the whole family. When the family has children, they’re stored and shown on each child. A family with no children keeps them on the guardian.
Admin controls: Admins can show a reason, make it required, mark it integration-managed, and set its options and an optional default. Reasons for the newly supported statuses start hidden, so admins turn on the ones they want.
Workflows: Workflows can now set a status reason as part of an action, not just use it as a trigger.
Status reasons are Enroll-only for now and are turned on per customer.
Lock a Field After a Record Is Created:
Admins can now protect integration-managed fields, such as Inquiry Type and attribution fields, so staff can fill them in when they create a lead but can’t change them afterward. This keeps reporting on lead sources accurate. Integrations and the API can still update these fields at any time. The lock only applies to edits made in the Enroll screens. This feature is turned on per customer.
Custom Field Details in One Card:
In Family Hub Settings, expanding a custom field now shows its name, type, and option values together in one card, with an “Option values” heading and helper text. Before, these pieces sat loosely on the panel with no heading over the options.
Insight Dashboard Redesign:
The Insight Dashboard has been redesigned. The four conversion gauges are replaced by a Conversion Success funnel that follows families added in the selected period and shows how far they got: Tour Scheduled, Tour Completed, Registered, and finally Enrolled, Lost Opportunity, or No Outcome Yet. Summary cards show conversion between the key steps, and every row shows a cumulative percentage.
Clickable numbers: Every number on the page now links to the matching list in Families. “No Outcome Yet” gives centers a ready worklist of families still in progress.
Status Activity: A new section shows how many families moved into each status during the period, compared with the previous period.
New default view: The dashboard now opens on Last 60 Days instead of Last 7 Days, so a single center has enough data to be useful on load.
The funnel uses the same basis as the Conversion Success report, so the numbers match. Rejected and Pending families are left out.
Confirm Before Rejecting a Pending Family:
Rejecting a pending family on the Action Dashboard now opens a confirmation window first. Users choose a Rejected Reason (required) and can add a Rejected Comment. The window appears whether they click Reject on the row or in the View Family window. Before, one click rejected the family with no way to undo it.
Calendar Visual Refresh:
The Enroll calendar has a new look that matches the rest of the updated Enroll design, with a combined header and restyled event cards. This completes the calendar work that started with the shared design updates in September.
Logo Returns Corporate Users to the Top Level:
Corporate users looking at a single center can now click the Enroll logo in the top left to return to the corporate level. The legacy screens had this shortcut, but the new Enroll screens didn’t.