With NeatSchool you get accurate contact and profile information for the families in your program when they first enroll. This is thanks to our enrollment form filled by the parents themselves on their mobile phone, tablet or PC. You can see an example of one here and we most recently wrote about it here.
Now, periodically you need to make sure that the families in your program visit their portal and make the necessary changes to keep it up-to-date. In particular you told us that periodically you need to:
- have a way to remind parents or students to do so
- track who did it and who has not done it yet
- keep a record of who and when performed the review
Our update and review feature makes all these steps easy. When you turn it on, we tell the parents to visit and review their account profiles in the portal, then mark that they did so. Until they do so, a daily e-mail reminds the parents. Another e-mail and a report lets you know who are the ones who have not done it yet.
How do you start? From Settings, click, on Profile Review Settings and watch our 10 minute screencast that explains all the details.