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Where do I find Lead Management in Famly?
To keep track of potential future children joining your center, you can use the Lead Management tool. You can find it by logging in to Famly, clicking on the Attendance icon and then selecting the Registration → Lead management tab.
How do I see an overview of potential new starters at my center?
Once you're in the Lead management tab, you will see your key statistics along the top (as below).
Below this, you can see the details of children who may potentially start at your center. You can filter by:
Creation date
Status
Potential child start date
Source (how they found your center)
Pricing group (based on the plan they would be put on, were they to start at your center)
How to add a new lead
You can log new leads in Famly to keep on top of contacting potential parents, and make enrolling a new child a smooth process. To add a new lead:
In the Lead management tab click on New Interest on the right-hand side. A pop-up will open (as below)
Enter the information you have about the child in the relevant boxes
If you wish, book a showaround time for the family to see your center
When you're finished, click create. This will add this child to the list of potential starters in Lead management.
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 tab, this profile will open and you can 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 you're ready for the child to start at your center, all you have to do is open the Profile (by clicking on the lead) and click Enrol on the bottom, right.
Add an Interest Form to your Website
You can use the Website Form link in Lead management to allow interested parents to send their information to Lead management in Famly straight from your center's website. To set this up:
In Lead management click on the Website form link, to the right of the screen
A new window will open with the unique link for your center
You can either
- copy the link and share it with interested parents directly
- add it as a link on your website.
Note: Due to security reasons it is not possible to embed this form onto your website. Please share via the link instead!
If you're looking to share more about Famly on your website, check out our page of logos, pictures, and videos that'll help parents get to know us better. 😊
Removing an Interest
To remove an interest, click on the entry from the overview and find the '...' on the top right of the pop-up. From here, select Delete from the dropdown.
