Sharing the enquiry form
eyenquiries generates a personalised link that can be used to access your setting’s enquiry form. This can be sent out to parents, or inserted into your website.
- In the top right, click on
> System Settings for the branch-level enquiry form, or
> Global Settings for the company-level enquiry form.
- On the left-hand side, click on eyenquiries.
- Click on the Enquiry Form Setup tab.
- Click Enquiry Form URL in the top right.
- Click the
icon to copy the link.
- Paste the link on your website or in emails.
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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. ...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. ...Receiving a registration form
When a parent sends in a registration form, they will receive a confirmation email through workflow automation, and you will receive an email with a link to their form. You can also see their registration form by clicking on > View Registration Form ...Updating an enquiry's profile
An enquiry profile is where information about an enquiry is stored on the system. Some of the fields are automatically filled in when an enquiry is created, using information from the enquiry form. Fields can also be filled in or edited after an ...Marking an enquiry as lost
Through the pipeline Go to eyenquiries > Pipeline. Drag and drop an enquiry onto the Mark Enquiry as Lost box in the bottom left of the screen. In the pop-up window, choose a reason why the enquiry was lost from the Lost Reason field, and type a ...