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Mobile App - Transferring Incoming Calls

What is Inbound Call Transfer on Mobile?

When you're on the go, you can transfer incoming calls to other staff members directly from the Enrollio mobile app. Choose to hand off the call immediately (blind transfer) or stay on the line to provide context (warm transfer).

This feature gives you flexibility when handling calls from parents, prospective families, or partners while away from your desk.

Key Benefits of Mobile Call Transfers

Mobile call transfers help your team collaborate smoothly, especially when you're out of the office or touring the facility.

  • Transfer calls seamlessly from your mobile app
  • Choose between warm or blind transfers based on the situation
  • Stay in the conversation to provide important context when needed
  • See and manage all call participants directly from your phone
  • Leave the call without ending it for others
  • Remove or disconnect other participants if needed

How To Transfer Calls on the Mobile App

Follow these steps to transfer an incoming call to another team member.

Step-by-Step Instructions

  1. Answer the Incoming Call
    Pick up any incoming call from the Enrollio mobile app.
  2. Tap the Transfer Button
    Tap the Transfer button in the top-right corner of the call screen.

  1. Select the Recipient
    Choose a team member from:
    • Your Staff List
    • Parents/Families (contacts)
    • The Dial Pad
    • Recent Calls
  2. Choose Transfer Type
    You'll be prompted to choose between:
    • Warm Transfer – Stay in the call to provide context or introduce the caller
    • Blind Transfer – Instantly hand off the call and disconnect

  1. Manage Call Participants (For Warm Transfers)
    Slide up the participant panel from the bottom of the screen. You can:
    • Leave the call without ending it
    • End the call for everyone
    • Remove individual participants (like another staff member)

Warm Transfer vs Blind Transfer

Understanding the difference helps you choose the best approach for each situation.

Warm Transfer

Keeps you on the line during the transfer. This is ideal for:

  • Introducing another team member to a prospective family
  • Providing context about the parent's question or enrollment status
  • Supervising or monitoring important conversations

Blind Transfer

Instantly transfers the call and disconnects you. Best for:

  • Quick handoffs when you don't need to stay involved
  • Transferring to voicemail or external numbers
  • Routing calls to the right department or staff member
Pro Tip: Use warm transfers when handing off complex enrollment conversations or introducing a prospective family to your director. Use blind transfers for routine routing like sending a billing question to your office manager.

Smart Participant Management

You can dynamically manage who stays in the call and when — directly from your phone.

From the participant panel, you can:

  • View all participants via a scrollable bottom sheet
  • Leave the call without ending it for others
  • Remove another team member from the call
  • End the entire call for all participants if needed

Frequently Asked Questions

What's the difference between outbound and inbound transfers?

Inbound transfers are used when you're receiving a call and want to pass it to someone else. Outbound transfers occur when you initiate a call and want to involve another person.

Can I transfer calls to external numbers?

Yes! You can use the dial pad to transfer to external phone numbers if permitted in your user settings.

Is this available on all mobile versions?

This feature is supported on Enrollio mobile app version 3.97.3 and above. Make sure your app is updated to access this feature.

Can I return to the call after transferring it?

No, once you complete a blind or warm transfer (and leave), you cannot rejoin the conversation.

Will the caller know they are being transferred?

There is no system-generated notification, but if you speak during a warm transfer, the caller will hear your voice and may understand the context.

Next Steps

  • Update your mobile app to version 3.97.3 or above for access
  • Train your team on when to use warm vs blind transfers
  • Check that user permissions allow call transfers
  • Explore other mobile phone features such as call tracking and call routing
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