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Where do I find Lead management in Famly?
The Lead management feature - designed to keep track of potential future children joining your center, can be found by clicking on the Attendance icon in the sidebar, then Lead management.
How do I get an overview of potential new starters in my center?
Once a lead is added, it will show up on the overview table, where you'll be able to see details such as
The date the lead was entered
The child's estimated start date
The status of the lead
The child's name
The child's contact
The room the child will start in
This information can be downloaded as a CSV file for your records.
N.B. an overview of key enquiry statistics is not available on Famly Free
How to add a new interest
To add a new Interest:
Click on New Interest on the righthand side
A new window will open (see below), where you will be able to add the child's details
If you wish to book a showaround time for the family to see your setting, check the Book showaround box and enter the relevant details
When you're ready, click create. This will add the child to the Lead management overview
Creating a child profile
Once you have completed the information in the New interest form, a profile for the child will be created. If you click on the child's listing in the Lead management overview, this profile will open and you will be able to enter further details about the child and the requested booking pattern. This means you will be able to give the child's parents a quote for their childcare.
Once this interest has been confirmed and you're ready for this child to be registered at your center, open the listing from the Lead management overview, select their starting room and click Enroll.
N.B. Famly Free does not offer the possibility to add a source, booking method or reason