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.
On the left-hand side, click on the eyenquiries tab.
Click Enquiry Form Setup.
There are two columns where you can make changes. The Public column affects fields in the enquiry form parents fill out. The System column affects fields in the enquiry form you add to the system manually.
Check the appropriate boxes:
Mandatory for fields that must be filled out before the enquiry can be saved
Optional for fields that appear on the form, but don’t need to be answered to save the enquiry.
Hide for fields you don’t want to appear on the form.
eyenquiries allows you to customise your registration form to fit your setting’s needs. In the top right, click on > System Settings. On the left-hand side, click on the eyenquiries tab. Click Registration/Child Profile Form Setup. Go through Child ...
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 > ...
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. ...
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. ...
You can customise what options appear in the Gender Identity field of the enquiry profile through settings. In the top right, click on > Global Settings. Click on eyenquiries in the sidebar. Go to Child Profiles > Gender Identity. Click on the icon ...