Changing a visit's status

Changing a visit's status



Marking a visit as attended
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. You can see a list of visits under the Visits section on the right. 
  4. Click on  next to a scheduled visit to bring up a drop-down menu.
  5. Click on Attended 
  6. In the pop-up window, click Save to mark the visit as attended in the profile and the calendar.
OR
  1. Go to eyenquiries > Pipeline.
  2. Drag and drop the enquiry into the Post-Visit Follow Up stage.
  3. In the pop-up, make sure Mark Scheduled Visit as Attended has been checked.
  4. Click Save.
You cannot drop an enquiry into this stage if there is no record of upcoming or past visits.
Marking a visit as No Show
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. You can see a list of visits under the Visits section on the right. 
  4. Click on  next to a scheduled visit to bring up a drop-down menu.
  5. Click on No Show.
  6. In the pop-up window, click Save to mark the visit as a no show in the profile and the calendar.
Marking a visit as Cancelled
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. You can see a list of visits under the Visits section on the right. 
  4. Click on  next to a scheduled visit to bring up a drop-down menu.
  5. Click on No Show.
  6. In the pop-up window, click on the Reason field to choose a reason for the cancellation.
  7. Click Save to mark the visit as cancelled in the profile and the calendar.
Deleting a visit
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. You can see a list of visits under the Visits section on the right. 
  4. Click on  next to a scheduled visit to bring up a drop-down menu.
  5. Click on Delete.
  6. Type DELETE into the pop-up window.
  7. Click Delete.

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