Related Articles
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, ...
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. ...
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 ...
Editing cancellation reasons for visits
When marking a visit as cancelled on eyenquiries, you're prompted to select a reason for the cancellation from a list. You're given the choice between several standard reasons by default, but you can edit them, or add your own, by going to Global ...
Notification settings on eyenquiries
On eyenquiries, you can edit which users receive notifications, and which actions they receive notifications for. For example, you may set it up so that both eyenquiries Admin and eyenquiries Standard roles receive notifications for enquiries, but ...
next to a scheduled visit to bring up a drop-down menu.