Adding, or creating, a family profile
Adding, or creating, a family profile in Vacancy.care Dashboard > + New Family Families are the lynchpin of Occupancy CRM . Made up of parents, children and opportunities, e verything revolves around family profiles. Store everything in one conv...
Adding a child
Adding a child in Vacancy.care Dashboard > Families If a family is already saved in Vacancy.care and you wish to add a child. Start at the families page. If the family does not yet exist in Vacancy.care see Add a family in Vacancy.care . 1. From ...
Adding a new lead
Adding a new lead (or opportunity) in Vacancy.care Dashboard > Families Leads - or opportunities - are assigned to individual children. They move through the sales funnel - ideally to become enrolments. If a parent and child is already saved in Va...
Emailing and tracking
Emailing and tracking through Vacancy.care Dashboard > Families Emailing via Vacancy.care is simple and there's an added advantage.... every message you send is securely stored within a family's profile. Accessible whenever you need to refer to p...
Utilising SMS
Utilising SMS through Vacancy.care Dashboard > Families Contact families by SMS via Vacancy.care. Every message sent is stored within a family's profile - available historically at any time. Accessed from the dashboard, select Families from the ...
Importing a current waitlist
Importing a current waitlist Got a current waitlist you'd like to import? We can help! We can import your waitlist for you, to give you a head start using Vacancy.care. Please email your list through to support@vacancy.care for us to assi...
Importing current families and leads
Importing current families and leads So you've got enrolled families. You have a list of leads. You really want to get stuck in using Vacancy.care ... but just have no time to load everything in? We can help! We can import everything for you! Y...
Best practices > relevant contact details
Best practices > relevant contact details Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines. When initially adding contact details into Vacancy.care for a family, be sure to include...
Best practices > utilising the family portal
Best practices > utilising the family portal Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines. Linked to Occupancy Vacancy.care is a family portal that will save you time and ef...
Best practices > collect regular feedback
Best practices > collect regular feedback from enrolled families with satisfaction surveys Want to get the most out of Occupancy Vacancy.care? More benefits with less work...? Follow these best practice guidelines. Requesting f eedback from you...
Best practices > family reviews are a great marketing tool!
Best practices > family reviews are a great marketing tool! Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines. Vacancy.care provides you with the means to gather reviews from your f...
The Families page
Families page Dashboard > Families An overview of all families stored within Vacancy.care . Families can be stored and accessed here, irrelevant of whether they have an enrolled child in the service or not. Icons used throughout Vacancy.care ...
Best practices > corresponding with families
Best practices > corresponding with families through Vacancy.care Want to get the most out of Occupancy Vacancy.care? More benefits with less work...? Follow these best practice guidelines. In an ideal world, all correspondence with families wo...