List of Topics Covered in This Guide

Children grow older and leave your services & programs. You must replace them to stay in business. LineLeader Enroll makes keeping your classes and wait lists full both easy and routine.

Any parent or guardian with a child that might become enrolled may be referred to as a “lead” in the system from time to time, however generally we refer to them as a family.

There are six active statuses, shown below. Moving families through them gets them closer to enrolment.
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​Please note: these statuses are customizable so they may be named slightly different in your system.

Most statuses are intuitive, but let’s define two:

Engaged: you’ve given and received communication with the family.

Registered: the child is scheduled to begin attending your service.

Keep your LineLeader Enroll clean and don’t waste time—if a family ghosts you, mark them as “Lost Opportunity”.

Families enter LineLeader Enroll in two ways:

Automated Leads are occasionally spam; they start as pending until you screen them.

Look at the Families name. Click on the "Action" button to view more information.
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1) Accept the pending family if they seem like two different families.

2) Reject the pending families, it will disappear and the existing family/s will remain.

3) Merge the families, you'll then get one record with the most up to date information.

Archiving Test Data
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Find the Family. If needed, add a child. Click the child, edit the child, and change the status to “Rejected or To Be Deleted”. This archives the child. Archiving all children archives the Family.

Enter every legit lead into LineLeader Enroll.

Entering Families is a two-step process.

Fill out as much as possible.

In the beginning, child info is nice-to-have, not need-to-have. When done entering Family info, click “Add child” if you have child info. Click “Add Family” otherwise.

Families will appear within multiple sections of LineLeader Enroll, it's important you are aware of where to find your families information, quicky and easily. There are a couple ways to do this:

Once found, you will be able to edit their information, add a child, assign tasks and send communications etc.
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Tasks are things you need to do with a Family (current or future). When you Log an Event, these are things that happened (past).

For example, to call a family tomorrow, create a “phone call” task today. Tomorrow you’ll get a reminder to call the family. If you call and receive their voicemail, you’ll complete the task by using the “called-left message” result type (And you’d maybe create another “phone call” task for the next day.)

All tasks should eventually end up completed with Result types saved. You can have an event logged without tasks, however. For example, you could create a log event “email received” if a family emails you unexpectedly.

With any family, goal #1 is to give them a tour, and goal #2 is to get them registered/enrolled or waitlisted. Schedule tasks to make those goals happen ASAP. Here’s how:

Step 1: Find the Family in LineLeader Enroll.

Step 2: If creating a new task, click “Add" in the Action Dashboard, or navigate to the " To Do" or "Future" tabs in the Family Hub. If creating a new event, click the “Add Log” icon in the "Guardian Name" card within the Family Hub.

Step 3: Select the “Task Type” or “Event”. Then fill out the rest of the form. The system can send reminders to families or staff for upcoming tasks if you want.

Tasks needing completion appear on the “To Do” tab in the Action Dashboard or within the Family Hub.

To view, edit or complete a task, click on the "Action" button

Then pick a “Result Type” and add comments if you want to, update the “Status” if you need to, and then click “Save" or "Save + Add Task".

Finally, if the family is still active and isn’t waitlisted or registered yet, make sure they have at least one assigned task. If they don’t, add a new task.

LineLeader Enroll automates many tasks. See for yourself: create a new family, assign it a "tour/meeting" task for today's date, and then mark the tour complete. Then find the family and note that the status automagically updated to Tour Completed”.

This happens because a Workflow Automation says whenever a tour/meeting task is completed, change the status to “Tour Completed.” Completing tour/meeting task triggered the workflow, and status updates are the result.

See your Workflow Automation by clicking Automation>Automation. Save time: create your own whenever you find yourself doing repetitive tasks.

LineLeader Enroll produces several reports; explore the “Reports” tab to discover which reports have information you’re interested in. While exploring, you might consider these six.

http://educate.lineleader.com/en/articles/6418465-lineleader-enroll-best-practice-for-standard-reporting

(The above information is also available in this printable one-page quick reference guide.)
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For further assistance, please email support@lineleader.com or reach out to your Customer Success Advocate.

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