eyenquiries: Sending a registration form

eyenquiries: Sending a registration form

You can either send a registration form through the pipeline, or from an enquiry’s profile. 


Through the pipeline

  1. Go to eyenquiries > Pipeline.
  2. Drag and drop an enquiry into the Registration Form stage.
  3. A window will pop up showing an email template with a link to the registration form. You will have the option to edit the email, or choose a different template under Select Template.
  4. Click Submit.

Through a profile

  1. Go to eyenquiries > Pipeline.

  2. Click on a child’s name to view their enquiry profile.

  3. Click on the in the top right.

  4. In the confirmation email, click Send. 

  5. A window will pop up showing an email template with a link to the registration form. You will have the option to edit the email.

  6. Click Submit.

Warning
Note: When editing the email, do not delete [[LinkRegistrationform]] or [[ButtonRegistrationForm]], as these are the links for parents to access the registration form.