Trevlac A&R
Demo Academy
Prospective Families
Lead Pipeline
AI Email Composer
Tag Library
DS
Demo Staff
staff@demoacademy.ca
Trevlac A&R
Demo Academy
Prospective Families
Lead Pipeline
AI Email Composer
Tag Library
DS
Demo Staff
staff@demoacademy.ca
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Trevlac A&R
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Add New Family
Contact
First Name
*
Last Name
Add a last name to complete the family record
Email Address
Adding an email makes it easier to follow up
Phone Number
How did they hear about us?
— Select source —
Website
Manual
Referral
Sibling
OpenHouse
SocialMedia
Other
Contact Type
Primary
Secondary
Emergency
Doctor
Add Child
Children
Sibling Relationships
Child __NUM__
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Legal Given Name
Legal Last Name
Gender
— Prefer not to say —
Male
Female
Non-binary
Prefer not to say
Goes By (preferred)
Date of Birth
Current Grade Level
— Select —
Pre-school
JK
SK
Grade 1
Grade 2
Grade 3
Grade 4
Grade 5
Grade 6
Grade 7
Grade 8
Grade 9
Grade 10
Grade 11
Grade 12
Current School
— Select —
Sibling already enrolled
Primary contact's relationship to this child
— Select —
Mother
Father
Guardian
Other
Grandmother
Grandfather
StepMother
StepFather
Secondary contact's relationship to this child
— Select —
Mother
Father
Guardian
Other
Grandmother
Grandfather
StepMother
StepFather
Additional details (optional)
Additional Details
Family Structure
— Select —
Intact
Separated
Divorced
Blended
Single Parent
Other
Campus
Household Notes
Rating (1–5)
— No rating —
1 — Low
2
3 — Average
4
5 — High
Notes
Family has given CASL consent to receive email communications
Second Contact (optional)
First Name
Last Name
Email
Phone
Contact Type
Primary
Secondary
Emergency
Doctor
Gender
— Prefer not to say —
Male
Female
Non-binary
Prefer not to say
Relationship Types
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Contact Types
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Current Schools
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