🔒 To access Lead management, you'll need to have permission to Create children, Manage plans for children, and Access to extended child contact info

How to Find Lead Management

You can use Lead management to keep track of potential new starters, children you've enrolled at your setting, and booked tours. You can see your list of leads and interests by going to Enrollment in your sidebar.

Lead management can be viewed on center-level, or organizational-level if you are part of a group of centers.

How do I see an overview of new starters in my setting?

At the very top of your Lead management page, you'll see your key statistics, including:

Total leads
How many tours have been booked
How many children have been enrolled from your Lead management list, and
How many potential children have been lost

Underneath your key statistics, you'll see all interests. If you'd like to narrow down your overview, you can click on + Add filter. You can filter by:

Creation date
Child's start date
- This is the date entered in the Expected start date part of the child's lead management profile
Status
- You can choose from confirmed, contacted, enrolled, lost, new, viewed, or waiting list
Room
Activity
- These are actions you've taken, like calling the parent, completing a tour, or changing a lead's status
Site
- If you are part of an organization, you can add the Center filter and select specific sites you'd like to see on your Lead management list

💡 Lead management has a board view alongside the list. You can group by status or room, drag and drop cards to update them, and toggle between views and your preference is saved per browser

If you are part of an organization, you can view your leads by organization, or by center using the center dropdown on the right:

💡 If you'd like to download your list of leads, click on Export to create a CSV file of all your lead profiles and their information

How to Add a New Interest

To add a new enquiry:

Click on the New interest button
Enter the information you have about the child in the relevant fields
Check the Book showaround box to enter the details of the tour (this is where you show the child and their family around your center)
- You can always edit the tour time later, by opening up the saved interest form and hovering over the tour time
When you're finished, click Confirm

💡 If you are part of an organization, you'll only see the New interest button if you're viewing Lead management on center-level. So make sure you've not selected the entire organization in the center picker at the top

Recording a Tour Outcome

When a family books a tour through one of your forms, the tour shows on their enquiry under Calendar booking. You can see every tour they have booked from here, without having to open the form response.

To record a tour outcome, open the lead from your Lead Management list and find the tour under Calendar booking. From here, select the outcome:

Happened → the tour went ahead as planned
No show → the family didn't attend without cancelling
Cancelled → the tour was cancelled in advance

💡 Staff without permission to record tour outcomes can still see the tours on the enquiry and on the form response, but won't see the outcome buttons

This feature is available on sites that use calendar booking forms.

Creating a Child Profile from Lead Management

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 Lead management, this profile will open and you will be able to enter further details about the child and the requested billing plan. 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 it in Lead management) and click Enroll.

When you click Enroll, you'll see a list of the child's contacts. From here you can choose who to send a Famly login to and what level of access they should have, all in the same step. If a contact doesn't have an email address yet, you can add one right there. Sending the login is optional, so you can choose to skip it if you'd prefer to do it later

💡 If you use parent to-do lists, parents will receive their tasks, such as forms to fill in, as soon as they're enrolled. No waiting around for tasks to show up

Add an Interest Form to your Website

By clicking on Website form, you can encourage parents to send their child's information straight to your Lead management list from your website. All you need to do is:

Copy the link to your form
Share that link with interested parents or add it to your website

And that’s it! When parents click on the link, they’ll be redirected to a form where they can enter their information. When they submit, it’ll be automatically uploaded to your Lead management list and you’ll receive a notification to let you know you’ve got a new interest.

💡 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 😊

How to Delete 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.