You can mark a child as waitlisted through the enquiry profile, or through the pipeline.
Waitlisting a child through the pipeline
- Go to eyenquiries > Pipeline.
- Drag and drop the child’s enquiry profile to the Waitlist stage.
- In the pop-up window, edit the child’s name if necessary, and choose the Waitlisted Room.
- Click Save.
- Assuming no changes have been made to the default workflow automation settings, a window will pop up showing an email template to the parent informing them about the waitlist. You will have the option to edit the email, or choose a different template under Select Template.
- Click Submit, or Cancel if you don’t want to send an email. Cancelling the email will still waitlist the child.
Waitlisting a child through the enquiry profile
- Go to eyenquiries > Pipeline.
- Click on a child’s name to bring up their enquiry profile.
- Click on the
icon in the top right. - In the pop-up window, edit the child’s name if necessary, and choose the Waitlisted Room.
- Click Save.
- Assuming no changes have been made to the default workflow automation settings, a window will pop up showing an email template to the parent informing them about the waitlist. You will have the option to edit the email, or choose a different template under Select Template.
- Click Submit, or Cancel if you don’t want to send an email. Cancelling the email will still waitlist the child.
![Info](https://img.zohostatic.eu/zde/static/images/info.png)
The Waitlisted Room refers to the room the child will be added to if/when they are enrolled.