How can I create a new enrollment process?

New enrollment process in MyKidReports allow preschool owners and staff to manage potential enrollments efficiently. By creating a structured process, such as adding forms, document requests, and fee details, you can gather all necessary information about prospective students. This ensures a seamless workflow for onboarding new children into your program. With organized processes, you can save time, reduce manual tasks, and enhance communication with parents, making admissions smoother and more professional.

Step 1: Log in to your MyKidReports account.

Step 2: Navigate to the Admissions section on the left menu. Click on Process under Admissions.

Step 3: Click on the "+ Create New Process" button in the top-right corner.

Step 4: Fill in the required details.

(a). Enter a Process Name

(b). Add Forms for the Process

1. Under Forms, click on "Add a form".

2. Select a form from the options provided (e.g., "Student's Details Form") or click

"Create a new form" if needed.

3. Click Add to save the form to the process.

(c). Add Document Requests

1. Scroll down to Document Requests and click on "Add a document request".

2. Enter the Document Name and add a note for parents if needed.

3. Click on "Add Document Request" to save.

Step 5: After adding all necessary forms and document requests, click on the "Save Process" button.

Step 1: Log in to your MyKidReports account.

Step 6: After adding all necessary forms and document requests, click on the "Save Process" button.
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