Receiving a registration form
When a parent sends in a registration form, they will receive a confirmation email through workflow automation, and you will receive an email with a link to their form. You can also see their registration form by clicking on
> View Registration Form in the enquiry profile after it's been submitted.
The information in the registration form will become the basis for the child profile when the child is enrolled.
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Sending registration forms
When and enquiry on your pipeline has reached the stage when they are ready to register a child with your nursery, you can send a registration form for them to fill out, which will form the basis of the child's profile once they're enrolled. You can ...
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. ...
Customising your enquiry form
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. ...
Creating document types in eyenquiries
Creating document types in eyenquiries is necessary if you want to allow parents to upload certain documents to the registration form. Some of the options available when creating a document type only apply for eymanage features, so in this article ...
Workflow automation in eyenquiries
Introduction When managing enquiries, there are certain actions that have to be repeated over and over again. Confirmation emails, phone calls, tasks – if there are things that recur in the process of moving an enquiry through the pipeline, they can ...