Adding an enquiry
When a parent fills out an enquiry form, they will receive a confirmation email through workflow automation, and the enquiry will automatically appear on your eyenquiries pipeline.
To view this enquiry:
- In the sidebar, go to eyenquiries > Pipeline.
- The new enquiry should have appeared under Enquiry In. The date of the enquiry will be listed under the enquiry name.
- Click on the new enquiry to view the profile. The information will have been automatically filled in using details from the submitted enquiry form.
Adding an enquiry manually
Sometimes, you may receive an enquiry through sources other than the online form. In those cases, you can input the enquiry information manually.
- From the sidebar, go to eyenquiries > Pipeline.
- Click on the
button in the upper right-hand corner and a pop-up window should appear from the right.
- Fill out the form with the enquiry information.
- Click Submit.
- You may get an automated pop-up window with a confirmation email for the reception of an enquiry. You can make edits to the email if you want, or just click Submit.
- A profile will be created for the child, and the enquiry will be added to the start of the pipeline.
Related Articles
Creating a payment in eyenquiries
You’re able to mark an invoice as paid through the Transactions section of an enquiry profile, or through the Invoices tab. Through the enquiry profile Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on ...Creating an invoice in eyenquiries
Sometimes, it's necessary to request payment from parents during the enquiry process, which is why eyenquiries has its own invoicing system. It shares some features with the eymanage invoicing system. Go to eyenquiries > Pipeline. Click on a child’s ...Customising fields in the enquiry profile
Some fields in the enquiry profile contain selectable options that can be customised by the user. These are mostly for internal reference, but some fields can be filtered in the pipeline. These fields are: Source, Contact, Reason, and Special Offers. ...Customising your enquiry form
At some point, you’ll probably want to customise eyenquiries’ default enquiry form to suit your specific needs. In the top right, click on > System Settings for the branch-level enquiry form, or > Global Settings for the company-level enquiry form. ...Creating a product/service for eyenquiries
If you need to request payment from a parent during the enquiry process, you can send them an invoice through eyenquiries. To do this, you first have to set up a product or service on the system, which defines what you invoice the parent for. ...