Leads & tours

The Leads page helps you manage prospective families who have contacted you but have not yet enrolled. Track phone calls, website inquiries, referrals, tours, and follow-ups so no potential enrollment slips through the cracks.

Adding a lead

1. Click + Add lead.
2. Enter the parent's contact information and basic details about the child.
3. Optionally record their desired start date, referral source, notes, and a follow-up reminder.
4. Click Add lead to save them to your enrollment pipeline.

Managing your pipeline

Update each lead's status as they move through your enrollment process, such as New, Contacted, Tour Scheduled, or any other stage your daycare uses. The summary badges at the top provide a quick overview of how many families are in each stage.

Follow-up reminders

Set a follow-up date whenever you need to contact a family again. Overdue follow-ups are highlighted, helping ensure no inquiry is forgotten.

Activity timeline

Every lead includes an activity timeline where you can record calls, emails, tours, messages, and other interactions. The timeline creates a complete history of your conversations so you always know the last contact, what was discussed, and what should happen next.

To log something, open a lead (Edit) and use the timeline card:

1. Pick what you did — Called, Left voicemail, Emailed, Messaged, Tour, Sent packet, or Note.
2. Add an optional note (e.g. "Left voicemail — will try Tue" or "Tour scheduled for Jul 18").
3. Click Add; it appears at the top of the timeline with the date.

Wylari also logs key moments automatically — lead created, status changes, moved to waitlist, and converted — so the history stays complete without extra typing.

Waitlist or enroll?

If a family is interested but you're currently full, click Waitlist to move them to your daycare's waitlist while preserving all of their information and activity history. When they're ready to enroll, click Enroll to create their family and child records automatically—no re-entering information required.

Searching

Use the search box to quickly find leads by parent name, child name, phone number, or email address. The pipeline filter lets you view only the leads in a specific stage.