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 calendar screen to view visits on the calendar.
- Clicking on a visit in the calendar will take you to the enquiry’s profile.
Related Articles
Transferring an enquiry to another branch
If you feel an enquiry is better suited for a different nursery branch, you can transfer them. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on the icon next to the child’s name. Select a nursery ...
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 ...
Creating an invoice in eyenquiries
Sometimes, it's necessary to request payment from parents during the enquiry process, which is why eyenquiries has its own invoicing system. It shares some features with the eymanage invoicing system. Go to eyenquiries > Pipeline. Click on a child’s ...
Payment gateway settings for eymanage and eyenquiries invoices
If you have payment gateways enabled, then there will be a Pay Now button on invoices sent to parents, which they can use to pay the invoice using your chosen payment gateway. By default, the Pay Now button appears for both the parents of enrolled ...
Using the history log
The history log is a record of all the activity associated with a particular enquiry, including copies of emails sent to and from the candidate. You can see it on the enquiry’s profile: Go to eyenquiries > Pipeline. Click on a child’s name to open up ...