---
title: "Lead Status for New Families"
slug: "lead-status-for-new-families"
updated: 2026-04-17T20:59:19Z
published: 2026-04-17T20:59:19Z
canonical: "www.procaresupport.com/lead-status-for-new-families"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.procaresupport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Status for New Families

> [!NOTE]
> Navigation Changes
> 
> The **Leads** and **Registration** sections are now under **Enrollment**.

> [!NOTE]
> Procare Online Only
> 
> This article applies to the online version only (without desktop).

With Procare Online's [enrollment form](/procare-online/docs/creating-an-online-registration-form), you can have parents/guardians fill out an application, accept registration fees and track where the families are as they go from showing interest in your program to becoming actively enrolled. Alternatively, you can use the form as a way to track interest in your program via an inquiry form.

## Customize Statuses

### Create a Status

1. Go to **Enrollment > Configure**.

![navigation enrollment configure](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/navigation-enrollment-configure.png)
2. Click **Manage Lead Status**.

![manage lead status](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status1.png)
3. Click **Add Status**.

![add lead status](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status2.png)
4. Enter a name for the status.
5. Click **Create Status**. The new status displays at the top of the list.

### Edit a Status

1. Hover over a status.
2. Click **Edit** ![edit icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/edit.svg).![edit status](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status3.png)
3. Enter a new name for the status.
4. Click **Save**.

### Delete a Status

1. Click **Delete** ![delete icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/delete%20-%20blue.svg).![delete status](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status4.png)
2. Click **Yes, Delete** to confirm that you want to delete the status.

> [!WARNING]
> Note
> 
> - When a status is deleted, it is removed from all existing leads. This action cannot be undone.
> - System-defined statuses (**Waitlisted** and **Enrolled**) can be edited, but they cannot be deleted.

### Reorder Statuses

The order of the statuses in the list affects how the statuses display in **Leads** when selecting from the drop-down menu or filtering by status.

1. Click and hold **Reorder** ![reorder icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/reorder.svg) to the left of the status name.![reorder status](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status5.png)
2. Drag and drop the status to the location where you want it to display in the list.

## Change and Filter Lead Statuses

Once you create or edit statuses, you can use them to filter and change the status of leads directly on the **Leads** page.

### Filter by Status

1. Click **Status Filter** ![status filter icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status%20filter.svg).
2. Select the status you want to filter by. You can only filter by one status at a time.![status filter](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status6.png)
3. To remove the filter, do one of the following:
  - Click **Status Filter** ![status filter icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status%20filter.svg), then click the name of the highlighted status
  - Click **✕** on the filter label above the list

![remove status](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status7.png)

### Change a Lead Status

1. Click the name of the status in the **Status** column on a lead.
2. Select the status to change the lead to.

![status column](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status8(1).png)

### Schedule Enrollment Ahead of Time

When you change a lead’s status to Enrolled, you can enroll them immediately or schedule their enrollment for a specific date.

![enroll student](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status9.png)

If you choose to schedule their enrollment, you must select the room and date of enrollment. The lead will be automatically copied over to your active student roster on the selected date.

![schedule enroll](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/status10.png)

## Default Statuses

You can use our default status names and definitions or modify them to better align with your school’s processes.

| Status | Description |
| --- | --- |
| Toured | Families who have physically visited your center or have completed preliminary steps for enrollment. |
| Interested | Families who have shown a definite interest in enrolling in your center, but have not confirmed/reserved their spot yet. |
| Waitlisted | Families who would like to be enrolled or have paid to reserve a spot, but there is currently no space to enroll their children. |
| Admitted | Families who have received a spot at your center, but will not start immediately. |
| Enrolled | These children will be moved into the **My School > Students** section of the website and are no longer part of your enrollment pipeline. However, you can still access their registration form information here. |