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Separate product offering of standard courses versus CDA Pathway

Ability to sell only the standard courses separate from CDA pathway and ability to bundle when needed.

Limit User ID/Login to specific center, sharing not allowed

At this time, when we create credentials for a center to use, there is nothing stopping them from using it for all of their locations. Our pricing is assessed per center and right now there is no way to monitor and control the usage for multiple c...

The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Online/digital registration forms including a modifiable core structure to collect key data from parents enrolling their students - Must include digital document and signature support (Data collection, official document sharing, document execution)

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

Geostamp completed form and document submissions

Security driven
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

enrollment paperwork that can be completed fully online

allow parents to complete enrollment paperwork online
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

be able to receive completed and signed enrollment forms

I can file current documentation
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Ability to trigger pre-registration forms individually, in batches, or in bulk to enrolled families to initiate pre-registration for the next school year.

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to trigger creation of tasks based on certain form/document submissions for both leads and enrolled families

Set accurate follow up
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to trigger automation email based on certain form/document submissions being either received or accepted (Example: Uitilize start date upon acceptance of a pre-registration to trigger final enrollment documentation process 2 weeks prior to start date)

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0