What Is the Mobile Families Workspace?

The Families Workspace brings every detail, task, note, and activity for a parent or family onto one clean screen in the Enrollio mobile app. No more jumping between menus—contact info, tour history, enrollment status, and quick actions like Call or Text all live in one place.

Update to app version 3.9 or higher to manage your families faster, whether you're touring the center or working from home.

Key Benefits of the Families Workspace

This redesign helps you stay on top of enrollments without the usual back-and-forth.

  • All-in-one view: General info, tasks, notes, and full activity feed are now stacked under one roof—zero app-switching required.
  • Faster outreach: One-tap Call, SMS, or Email buttons mean you can respond to parents instantly.
  • Tabbed navigation: Switch from Details to Tasks & Notes without losing your place.
  • Bulk tagging: Organize hundreds of records in seconds—perfect for segmenting waitlists or tour follow-ups.
  • Future-proof design: The same patterns will roll into Enrollment Opportunities, Appointments, and beyond, so every screen feels familiar.
[SCREENSHOT: Side-by-side comparison showing the old list view next to the new consolidated workspace with tabs visible at the top]

Navigating the Families Screen

Get productive in under a minute with this quick tour:

  1. Open the Families tab in the Enrollio app (version 3.9+).
  2. Long-press any family tile to pop up the quick-action tray.
  3. Tap Details to explore folded sections—General Info, Additional Info, Actions, DND settings.
  4. Swipe to Tasks & Notes or Activities via the tab bar at the top.
  5. Multi-select (••• menu → Select) to tag families in bulk.
[SCREENSHOT: Families screen showing the tab bar with Details, Tasks & Notes, and Activities tabs highlighted]

Tabs Breakdown

Each tab keeps you focused on what matters right now, while deep history stays one swipe away.

Details Tab

View and edit general fields, custom values, actions, and DND toggles without opening your laptop. Everything syncs instantly back to the web platform.

Tasks & Notes Tab

Track to-dos and meeting notes tied to each family—so nothing slips through the cracks. Perfect for logging tour impressions or enrollment follow-ups.

Activities Tab

Scroll a chronological feed of calls, appointments, form submissions, payments, page visits, and more. Get full context before you call a parent back.

[SCREENSHOT: Activities tab showing a sample timeline with icons for calls, tours, and form submissions]

Tag Management & Bulk Actions

Tags keep your database organized and power targeted text campaigns. Multi-select makes upkeep painless.

  1. Tick check-boxes to highlight multiple families.
  2. Use the bottom action bar to Add Tags or Remove Tags—changes sync instantly to the web platform.
  3. Coming soon: additional bulk actions like Delete, Assign, and DND toggle.
Pro Tip: Use tags like "Tour Scheduled," "Waitlist - Infant," or "Sibling Discount" to segment families for follow-up automations.
[SCREENSHOT: Multi-select mode with three families checked and the bottom action bar showing Add Tags and Remove Tags buttons]

Custom Values at the Family Level

Custom values personalize your outreach at scale—store child's age, preferred start date, or other details right on the family record so every text or email feels tailored.

  • Add or edit under Details → Additional Info.
  • Reference the value in any text or email template with the usual {{custom_value}} syntax.
  • Custom values travel everywhere the family record travels, including automated campaigns.

Quick-Action Tiles

When speed matters, long-press beats digging through menus.

  • Call launches your phone dialer.
  • SMS opens the in-app text composer.
  • Email triggers your default mail app.
  • Book Appointment connects to your tour calendar.
  • Collect Payment routes to the built-in payment sheet.

Actions inherit the device defaults you already trust—no extra setup required.

[SCREENSHOT: Long-press quick-action menu showing Call, SMS, Email, Book Appointment, and Collect Payment buttons]

Frequently Asked Questions

What app version do I need?

Enrollio mobile app v3.9 or higher on iOS or Android. If you're using a white-label version, request the 3.9 build from support.

Can I switch back to the old view?

No—the legacy layout has been retired to keep the app fast and make room for new features.

Do web tags sync to mobile instantly?

Yes—tags are real-time. Edit on your computer and you'll see the change on mobile in seconds (and vice versa).

Does multi-select work offline?

You can select families offline, but the tag update queues until you're back online.

How many tags can I bulk-apply at once?

Up to 500 families and 10 tags per bulk operation—limits prevent accidental overload.

Are custom values available in automations right away?

Absolutely—once saved they're accessible in Automations, Email Builder, and SMS Composer.

Next Steps

  1. Update your Enrollio mobile app to version 3.9 or higher.
  2. Long-press a family tile to explore quick-actions.
  3. Tag in bulk: select three families → Add Tag → choose "Tour This Week".
  4. Share feedback with Enrollio support—your insights shape future releases!