Enrolling a child
eyenquiries has integration with other eyworks software. If you have eymanage, eylog or eyengage as well as eyenquiries, you can transfer child information from eyenquiries by enrolling them. When this happens, information from the registration form becomes the basis for the child profile (a child profile form can also be sent out to parents to reconfirm details).
- Go to eyenquiries > Pipeline.
- Drag and drop an enquiry on to the Enrol child box in the bottom right of the screen.
- Fill in the form that appears.
- Click Save.
- Assuming no changes have been made to the default workflow automation settings, a window will pop up showing an email template to the parent confirming the enrolment. You will have the option to edit the email, or choose a different template under Select Template.
- Click Submit, or Cancel if you don’t want to send an email. Cancelling the email will still enrol the child.
You can view enrolled children in the pipeline by clicking on Filters > Status > Enrolled.
Related Articles
Moving an enquiry through the pipeline
When you receive an enquiry, it is automatically added to the Enquiry In stage of the pipeline. You can move an enquiry through the pipeline by dragging and dropping it to another stage. Dropping an enquiry into some stages will trigger an action. ...Navigating your pipeline
Your pipeline is your main way of tracking the progress of each of your enquiries. Let’s go through it from top to bottom. In the top left is the Filter button, and the Legend. The Filter lets you control what you see on the pipeline. The Legend is a ...Waitlisting a child
You can mark a child as waitlisted through the enquiry profile, or through the pipeline. Waitlisting a child through the pipeline Go to eyenquiries > Pipeline. Drag and drop the child’s enquiry profile to the Waitlist stage. In the pop-up window, ...The map and list views
The typical pipeline view is simply labelled “pipeline” in the system. This is the page you land on by default when clicking on the Pipeline tab. However, there are two other ways to view the information in your pipeline. Go to eyrecruit > Pipeline. ...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 ...