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Changing a visit's status
Marking a visit as attended Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. You can see a list of visits under the Visits section on the right. Click on next to a scheduled visit to bring up a drop-down menu. ...
Booking a parent visit
Booking a parent visit through the pipeline Go to eyenquiries > Pipeline. Drag and drop an enquiry into the Visit stage. Fill in visit details in the pop-up window. Click Save. Assuming no changes have been made to default email automation settings, ...
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. ...
Using the calendar with eyenquiries
eyenquiries uses the system’s Branch Calendar, which is shared with eymanage. This makes it easier to plan visits around other events in the nursery. From the sidebar, click on the Branch Calendar . Check eyenquiries from the list just left of the ...
Introduction to workflow automation
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 be sped up ...
next to a scheduled visit to bring up a drop-down menu.