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THE ULTIMATE HOW-TO GUIDE

Childcare Enrollment Made Easy: Guide to the Best Software for Multisite Orgs

Is your staff time-strapped and struggling to follow up? More than 1 in 4 childcare teams spend the equivalent of one day per week on lead follow-up — and they’re still not capturing all the available opportunities to grow revenue.

ROI, Enrollment mangement

Preschool enrollment management software: the ROI of a streamlined process

Digital. Responsive. Personalized. These aren’t just buzzwords. Families’ expectations are changing fast, and so is the process of enrolling them in your preschools, centers, or out-of-school (OST) time programs.

For actively scaling childcare businesses with leads coming in from multiple locations, the right enrollment software can deliver several key benefits. Let’s take a look:

  • More Revenue Opportunities 
  • Faster Time to Registration
  • Better Parent Experience 
  • Greater Scalability
  • Stronger Competitive Edge

What questions should you ask when selecting a vendor?

When it comes to technology, there’s never a shortage of options. So how do you choose?

Depending on the size of your operations and your current enrollment goals, you’ll want to look for an enrollment management software that offers quick onboarding and user-friendly features that can be configured to meet your needs.

In this section, we’ll share key questions to help you narrow down your shortlist and choose the best enrollment software for your business.

question on computer

Customization and scalability

No one likes receiving generic blanket emails, and no one likes sending them either. With the ability to tailor your scripts and templates and standardize enrollment processes across multiple locations and brands, your enrollment staff can send messages that feel personal and local (never “corporate”).

Here are some questions to consider:

  • Can we customize the forms, workflows, and communication templates to suit the needs of each center?
  • Is there a place where we can store logos, brand colors, and personalized templates for easy access across locations?
  • Can we test different messages to see which discounts, scripts, and templates work best at each location?
  • How can we set the right tour availability for each center?
  • Is there a way to control tour duration, lead time, and buffers?
  • Can we schedule tour reminders to be sent to staff and leads?
  • Can users across locations customize their views and workflows within the software?
  • How scalable is the software in terms of accommodating growth and changes in enrollment volume or operational requirements over time?

Centralized center management is the bedrock of any successful multisite business. Look for a vendor that makes customization easy at the center level, while helping you maintain central oversight and control.

Data security and compliance

It goes without saying that your enrollment software must be secure and completely compliant with relevant regulations to help safeguard sensitive information about children and families.

Ask the vendor to clarify the following questions:

  • How is sensitive data, such as personal information and payment details, secured within the software?
  • Does the software comply with relevant data protection regulations, such as GDPR or HIPAA?
  • What measures are in place to prevent unauthorized access to confidential information?
  • How does the software handle data backups in case of system failures?
  • Are there customizable user permissions to ensure the right staff has access to the right information?
  • How can we manage and delegate permission preferences within the platform?
  • How can we streamline permissions across multiple locations?
  • Can we create, manage, and update user permissions in bulk?

Strong data encryption, compliance certifications, and robust access controls are a must. The right software provider will run regular security updates and data backups to ensure security and compliance.

data
enrollment software, childcare business

5 simple steps to choose the right enrollment software for your childcare business

When it comes to features and functionalities, we’re a world away from the pen and paper systems of the past. So how do you know which features and use cases to prioritize?

Here are five straightforward steps to help you pinpoint the best enrollment management tool for you.

1. Clarify your needs

Before you do anything else, take a minute to jot down the key changes you’re hoping to make in your enrollment process. Do you need to ramp up enrollments? Optimize classroom rations? Save staff time? 

The right enrollment software will tick multiple boxes, but if you’ve already got a “north star” goal or vision in mind, this can be a great way to filter through your options.

Julie Roy is a former multi-site owner, ECE exit strategist, and business consultant. But during her time as a childcare owner, she went from 300 to 1,000 students almost overnight. Growth was the goal, and she had knocked it out of the part. But there wasn’t enough time to create the systems she needed in order to scale faster.

“In the first month, we realized we weren’t tracking anything, we weren't tracking KPIs for enrollment, we weren't tracking how many people were coming in, papers were getting lost. We had all these directors taking calls. There was no consistency, no phone script,” says Julie.

For her, the guiding star for streamlining the enrollment process wasn’t just revenue. It was also about scalability. “We scaled from 0 to 10 schools in just three years,” says Julie.

2. Evaluate your options

Each platform will have different features and considerations to weigh out. Set a 30-90 day period dedicated to conducting demos or trials to start getting a real feel for what each one has to offer. 

List out the pros, cons, and pricing for each software. It’s also a great idea to seek out feedback from other preschools or centers that have had success with the platform for a firsthand perspective on the benefits, as well as any potential drawbacks or onboarding challenges.

3. Choose a solution you can scale with

Even if your immediate north star goal is to simply streamline team communication or get back to parents faster, it’s important to get the 5-year view of what growth looks like with the software.

Keep in mind that the benefits of any new technology aren’t limited to hard ROI like increased enrollments and revenue. The best software will be the one that frees up time and strategic bandwidth for your childcare team, so that each person can perform at their full potential each and every day.

“Year over year, we’ve been able to see about a 60% increase in the total number of tours booked at the center level [due to the enrollment team]. We’ve also been able to give our directors time back to focus on other center priorities such as hiring, interfacing with families, observing classrooms, and giving a quality tour once a family comes into their centers,” says Barbara Lamere-Oliva, CRM Director at Child Development Schools.

4. Appoint an implementer

Even the most user-friendly software out there will take some time to learn. Whether you’re a national franchise with a dedicated VP of Enrollment overseeing 30 centers or an owner rapidly scaling from five centers to 10, it’s important to designate one member of the leadership team who is entirely dedicated to learning, onboarding, and optimizing the new system.

Ask this person to spend 3 to 5 days updating your workflows, scripts, and email templates, and getting to know the new system before introducing it to the rest of the team.

Work with your vendor’s account manager to establish a structured training plan and encourage your implementor to become the key advocate for the software within your organization. As you roll out the new system, this person should also establish a process for sharing knowledge, promoting adoption, and capturing feedback from staff. 

workflow, automation

5. Set aside time for hands-on training

Resistance to change is par for the course with any new process or procedural change. Nip it in the bud by giving your staff a full day to play around and get to know your system.

Once they’ve got an overall feel for how things work, you can roll up your sleeves and start training them on the workflows you expect them to follow.

 

“We took a full day together as a team to get it set up. We went through all the emails and customized them to our language. Then we sat down and did the same thing with our teachers. We just wanted them to know what it was and how it worked so that if we said something like, ‘Oh, I'm working on CRM right now,’ they understood what we were doing and why we were doing it,” says Jen Slavin, Director of Coaching, The Child Care Success Company

Jen is a big believer in using the tools you invest in. She put the time in from the beginning to really get to know the system and make sure the entire team is confident using it. According to her, it’s a big reason she was able to scale successfully from 3 to 9 locations.

Cut down time and resources, level-up the brand experience

Implementing a new enrollment software system can be transformative. Not just for your revenue, but also the experience you offer parents and staff.

To modernize the enrollment journey and continue to scale the business profitably, focus on finding a preschool enrollment software that gives you time-saving automations, but never at the expense of brand experience.

From capturing leads to simplifying billing, LineLeader helps streamline operations and increase enrollments across multiple center locations. Take the first step towards a seamless enrollment journey. Request your personalized demo today. 

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