company logo
School Knowledge Base
  • Login to Kindertales
CRM
  • Getting Started
    • Admin Tab
    • Billing Setup
    • Operations Setup
    • Enrollment Setup
  • Meal Planning
  • Account Set Up
  • Billing
    • Accrual Accounting
  • Enrollment
  • CRM
    • Forms
    • Inquiry Management
    • Enrollment
    • CRM Settings
  • CRM+
  • Classroom App
    • Child Check-In / Check-Out
    • Staff Check-In / Check-Out
    • Logging Data
    • Reviewing Information
  • Child Management
    • Child Profile
  • Reporting
    • Power BI
  • Messages
  • Settings
  • Add-Ons
    • MarcoPolo Learning
    • Events
      Back to home
      1. School Knowledge Base
      2. CRM
      • Getting Started
        • Admin Tab
        • Billing Setup
        • Operations Setup
        • Enrollment Setup
      • Meal Planning
      • Account Set Up
      • Billing
        • Accrual Accounting
      • Enrollment
      • CRM
        • Forms
        • Inquiry Management
        • Enrollment
        • CRM Settings
      • CRM+
      • Classroom App
        • Child Check-In / Check-Out
        • Staff Check-In / Check-Out
        • Logging Data
        • Reviewing Information
      • Child Management
        • Child Profile
      • Reporting
        • Power BI
      • Messages
      • Settings
      • Add-Ons
        • MarcoPolo Learning
        • Events

      CRM

      Your CRM journey starts here. Explore guides, features, and tips for seamless childcare management.
      • CRM Overview

      Forms

      • How to Get a Direct Link to Your Inquiry and Application Forms
      • How to Configure Your Application Fee

      Inquiry Management

      • Reviewing an Inquiry Entry in the CRM
      • How to Schedule a Tour for a CRM Entry
      • How to Review Scheduled Tours
      • Communicate With Family in Inquiry Manager / CRM
      • How to Create a New Inquiry Entry in the CRM
      See more

      Enrollment

      • How to Add a CRM Entry to the Waitlist
      • How to Send an Application to a CRM Entry
      • How to Enroll a Child From the CRM
      • Linking a CRM Record to an Existing Kindertales Profile

      CRM Settings

      • How to Manage Your Referral Channels
      • How to Embed Your CRM Inquiry or Application Forms in Your Web Site
      • How to Create a Custom Inquiry Form
      • How to Create a Custom Application Form
      company logo
      Kindertales Knowledge Base
      • Login to Kindertales