Managing Interested Families
Overview
The Interested Families list helps providers track and manage families who have shown interest in their program. Families appear here when they contact you, request or attend a tour, or apply to enroll.
From this page, you can:
- View families at different stages of interest (contacted, toured, applied, enrolled)
- Filter and search to prioritize follow‑up
- Access parent and child details
- Share your referral link with new families
- Manually add a family when needed
This list is designed to help you manage inquiries and move families toward enrollment.
How It Works
Families are automatically added to your Interested Families list when a parent:
- Sends you a message or inquiry
- Requests, schedules, or attends a tour
- Applies to enroll in your program
Each family appears once in the list, with a status that reflects their most recent activity. Selecting a family opens their detailed profile, including a timeline of actions and contact information.
Step-by-Step Instructions
View Your Interested Families List
- Log in to your Wonderschool Dashboard.
- In the left-hand navigation, click Interested Families.
Select Interested List.
You’ll see a table with information such as:
- Date added
- Parent name
- Child name and age
- Current status
- Referral source
Filter and Search Families
Use filters to focus on families at a specific stage:
- On the Interested Families page, open the View dropdown.
- Choose a status, such as:
- Contacted you
- Requested a tour
- Upcoming tour
- Attended tour
- Missed or canceled tour
- Applied to enroll
- Enrolled or waitlisted
- Use the Search field to find a family by name.
Filtering helps you quickly identify families who may need follow‑up.
View Details for a Specific Family
Click a parent’s name from the Interested Families list.
- The family detail page opens, showing:
- A Timeline of activity (contacted you, tours scheduled or canceled, applications submitted)
- Parent contact information, including email and phone number
- Child details, such as age, birth date, and any information the parent has shared
- The family’s desired schedule
From the family detail page, you can also take action using the Action menu on the timeline.
Available actions may include:
- Schedule tour – Set up a tour with the family
- Waitlist this family – Mark the family as waitlisted if you do not currently have availability
- Archive this family – Remove the family from your active follow‑up list while keeping a record
- Add to student list – Move the family to your student list when enrollment is ready
These actions help you manage next steps without leaving the family’s profile.
This view is especially helpful when preparing for a tour or deciding how to move a family forward in the enrollment process.
following up with a parent.
Share Your Referral Link
You can share your referral link so families can easily find and contact your program.
- From the Interested Families page, locate your referral link at the top of the page.
- Click Copy Link.
- Share the link with families via email, text, or your website.
Families who use this link will be added to your Interested Families list when they contact you or request a tour.
Add a Family Manually
If you’ve connected with a family outside of Wonderschool, you can add them to your list.
- On the Interested Families page, click Add Family.
- Enter the parent and child information.
- Save your changes.
The family will now appear in your Interested Families list for tracking and follow‑up.
Important Notes / Limitations
- The Interested Families list is for tracking interest and communication, not billing or enrollment management.
- A family appearing as Applied to enroll is not enrolled until enrollment is completed.
- Statuses update automatically based on parent actions and tour outcomes.
Important: Parents may use different words (for example, saying they are “enrolled” when they have only applied). Use the status shown in the Interested Families list to confirm where a family truly is in the process.
Common Questions
Why do I see different statuses for families?
Statuses reflect the family’s most recent action, such as contacting you, attending a tour, or applying to enroll.
Can I remove a family from the Interested Families list?
Families remain in the list so you have a record of past interest and communication.
Is this the same as my enrolled families list?
No. Interested Families includes families at all stages of interest. Enrolled families appear separately once enrollment is complete.
For help managing enrollment or billing, refer to the related Knowledge Base articles.
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