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AdminsAdmissions
Check in tour families, book by phone and work the waitlist
A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.
How to check in tour families, book by phone and work the waitlist
- 1Click Admissions under People in the sidebar, then click Tours — today's visits are at the top
- 2Each time lists its families: adults coming, the children and their grades, and what they asked; click a child's name to open their admissions record
- 3When a family arrives, click Came (Talked for a phone call) — Came and No-show open an hour before the start; Came ticks Toured on the family's record and queues the thank-you for an hour after the visit
- 4Type your own line in "Add a line to the thank-you" and click Save, or click "Hold the thank-you" (and "Let it go" to release it)
- 5Click No-show for a family who didn't come — they get one note to pick another time; "Undo" puts it back
- 6For a parent on the phone, click "Book for a family", fill in the parent and child, leave "Email them a confirmation" ticked, and click "Book this time"
- 7Under a full time's waitlist, click "Book them in now" to seat a family over the limit, or "Remove from waitlist" to take them off without an email
- 8On the Dashboard, mark families from the "Tours today" card; families nobody marked show under "Needs you today"
Part of Admissions, enrollment & re-enrollment
A public application form that feeds a checkpoint pipeline, interviews with named interviewers, one-click enrollment, and spring re-enrollment that chases its own responses.
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