Booking a parent visit

Booking a parent visit through the pipeline

1. Go to eyenquiries > Pipeline.
2. Drag and drop an enquiry into the Visit stage.
3. Fill in visit details in the pop-up window.
4. Click Save.
5. Assuming no changes have been made to default email automation settings, a pop-up will appear with an email template to the parent, confirming the booking. You will have the option to edit the email, or choose a different email template under Select Template.
6. Click Submit if you want to send the email. Cancelling will still add the visit.

Booking a parent visit through an enquiry profile

1. Got to eyenquiries > Pipeline.
2. Click on a child’s name to bring up their enquiry profile. 
3. Click on the  icon next to Visits.
4. Fill in visit details in the pop-up window.
5. Click Save.
6. Assuming no changes have been made to default email automation settings, a pop-up will appear with an email template to the parent, confirming the booking. You will have the option to edit the email, or choose a different email template under Select Template.
7. Click Submit if you want to send the email. Cancelling will still add the visit.

Upcoming visits are shown in the Visits and Upcoming Activities sections of the candidate profile, and in the Branch Calendar.

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