Enrolment journey

The family record

Everything about one family on one page: enquiry details, children, communication, tasks, documents and the full timeline.

A family record on the Overview tab: header pills, action buttons, Story so far, Enquiry details, children, open tasks and lead score
Fig. 11A family record on the Overview tab: header pills, action buttons, Story so far, Enquiry details, children, open tasks and lead score
On this page
Header and actionsOverviewChildrenCommunicationTasksDocuments

Header and actions

  • Pills show the centre, stage (one per child if they differ), heat score, start window, priority, risk and source.
  • A banner appears when the family matched the bad-debt report, with the date it was checked.
  • Action buttons: Add correspondence, Email, SMS, Tour, Offer and Delete.

Overview tab

  • Story so far: an AI summary of the timeline in one paragraph, saved on the record so the next consultant catches up quickly. Press Refresh to rewrite it. Always check details against the record.
  • Enquiry details: primary contact, phone, email, centre, second guardian, preferred start, source, estimated value (with how it's calculated), when the enquiry arrived and the assigned consultant.
  • Consultant notes: standing notes on the family, dated on the timeline each time they change.
  • Recent activity, children, open tasks (tick them off in place) and the lead score broken into engagement, responsiveness, recency and start-date intent.
The 'Edit enquiry details' drawer
Fig. 19The 'Edit enquiry details' drawer

Edit enquiry details

  1. Press Edit details on the Enquiry details card.
  2. Correct guardians, family name, phone and email, and record how the family may be contacted (email, SMS, phone).
  3. Reorder centres of preference. Moving the 1st centre re-places the children into its rooms by age.
  4. Change start date, priority, consultant, source or attributes, then Save changes.
Contact preferencesOnce a preference is recorded, automations and bulk messages skip a channel that's off. A person sending one message is warned rather than stopped, because a tour time still has to reach the family.

Children tab

Family record, Children tab, with per-child stage pickers
Fig. 12Family record, Children tab, with per-child stage pickers
  • Each child shows age, date of birth, room, days, requested start and when they were last contacted.
  • Each child has its own stage picker once there are siblings. Follows the family keeps them in step.
  • Nurtra suggests the room the child fits by their start date and shows that room's vacancies.
  • Add child adds a sibling.

Communication tab

Family record, Communication tab: the SMS conversation and communication history
Fig. 13Family record, Communication tab: the SMS conversation and communication history
  • The SMS conversation, with a Reply by SMS button. Family replies land here as they arrive and create a task for the consultant.
  • The full communication history: calls, emails (with opened status), stage changes, tasks, tours and notes.
  • The family's contact preference and when it was recorded.

Tasks tab

Family record, Tasks tab with the Open / Mine / Completed / All filter
Fig. 14Family record, Tasks tab with the Open / Mine / Completed / All filter
  • Filter Open, Mine, Completed or All.
  • Each task shows the child, type, due time and owner, with Edit and Delete.
  • Reassign a task here, for example to hand a tour to a colleague covering that day.

Documents tab

Family record, Documents tab with the 'Belongs to' and 'Category' pickers
Fig. 15Family record, Documents tab with the 'Belongs to' and 'Category' pickers
  1. Choose who the file belongs to: the whole family or one child.
  2. Choose a category: enrolment form, immunisation record, medical/allergy plan, birth certificate, court order or other.
  3. Press Upload. Files up to 10 MB.
  4. Press View to open a file through a short-lived private link.

Withdraw, reinstate and delete

  • Withdraw (enrolled families): records the reason, leaving date and a note. See Withdrawn.
  • Reinstate: CRM managers only.
  • Delete: archives the family with a reason. Restore it from Deleted leads on the Leads list.

Updated 2026-11-06 · nurtra.ai