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.
