Getting Started with Enrollio

Welcome to Enrollio! This guide will help you set up your childcare enrollment platform and start connecting with prospective families.

Foundational Setup

Start here to get your account configured and ready to manage enrollments.

Managing Families

• Create New Parent/Family Records — Add individual families manually to your database
• Import Existing Contacts — Bring your current parent list into Enrollio

Communication Setup

• Setup Email, Phone, and Text Messaging — Configure your communication channels to reach families
• Launch an Email Campaign — Send mass emails to prospective or current families
• Launch a Text Message Campaign — Reach families instantly via text

Enrollment Pages

• Launch an Enrollment Page — Create landing pages to capture tour requests and applications

Sales & Conversations

Stay connected with families across all communication channels.

• Connect Your Personal Inbox — Sync your email to manage all conversations in one place
• Setup Live Chat Widget — Let families chat with you directly from your website
• Setup Facebook and Instagram Messenger — Respond to social media messages from within Enrollio

Website & Content

Build your online presence to attract more families.

• Launch an Enrollment Site From Template — Start with a professionally designed childcare website
• Launch an Enrollment Site from Scratch — Build a custom site tailored to your center

Commerce & Payments

Accept payments and manage transactions seamlessly.

• Connect Stripe — Enable credit card and ACH payments
• Setup Payment Links — Send payment requests to families via text or email
• Create and Send Invoices — Bill families for tuition, registration fees, and more

Pro Tip: Start with the Foundational Setup section first. Once your communication channels are configured, you'll be ready to launch your first enrollment campaign.

Need help? Each article linked above includes step-by-step instructions with screenshots to guide you through the process.