01

Create enrollment period for new track year

Why important?

To comply with State regulations by announcing enrollment at 60 days of opening date.

Keep it simple—copy last year's settings.

Learn How
Start parent countdown

02

Review sales funnels messaging timelines

Why important?

To ensure family experience is optimal and messaging is accurate.

Sales Funnel Guide
Set up auto-decline
'Days to enroll' timeline

03

Add onboarding dates

Why important?

To attract new and potential families with social activities and informational events.

These dates show to families in their parent portal. These are the dates specifically important to onboarding new families such as back-to-school night, first day of school, summer family event, etc. .

Learn How

04

Review lottery dashboard

Why important?

Make sure spots are not being held up by stale applications.

Before you run your first lottery, we suggest reviewing to "zero out" the following categories (items 2-3 will hold up available spots):

Application Holds
Offer Pending v Offer Accepted
Review before next lottery
SIS records not found in lottery