Managing enquiries
Adding a user in eyenquiries
Users are anyone who has access to the eyworks system. Users are given access to different parts of the system depending on their role. In the top right, click on > System Settings. Click on the Users tab. Click on the icon in the top right. Type in ...
Customising gender identity in eyenquiries
You can customise what options appear in the Gender Identity field of the enquiry profile through settings. In the top right, click on > Global Settings. Click on eyenquiries in the sidebar. Go to Child Profiles > Gender Identity. Click on the icon ...
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 ...
Creating rooms/groups in eyenquiries
Rooms/Groups represent the physical rooms you have in a nursery. You can select which room an enquiry is assigned to when editing their profile. If you have eymanage as well, this is the room the child will be assigned when they're enrolled. In the ...
Checking an enquiry's UTM Parameters
UTM parameters are pieces of code that you can add to the enquiry API to track how parents found the enquiry form. You can check these on the enquiry profile. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. ...
Rescheduling a visit
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. Click on Re-Schedule. Select ...
Sending bulk emails
Sometimes, you need to send the same sort of email to multiple people, and doing it individually is too time-consuming. Fortunately, eyenquiries allows you to send emails in bulk. Go to the Messages tab for the branch you're looking at. Click on the ...
Creating tags for enquiries
Tags are a functionality that exist across multiple eyworks products, which allow for greater categorisation of staff, children, etc. But here we'll be talking specifically about creating new tags as a way of categorising enquiries. Go to > System ...
Customising lost reasons
When marking an enquiry as lost, you have to choose a reason for it from a drop-down menu. The items in this menu can be customised in settings. Go In the top right, click on > Global settings. Click on eyenquiries in the sidebar. Click on the Lost ...
Marking an enquiry as lost
Through the pipeline Go to eyenquiries > Pipeline. Drag and drop an enquiry onto the Mark Enquiry as Lost box in the bottom left of the screen. In the pop-up window, choose a reason why the enquiry was lost from the Lost Reason field, and type a ...
Waitlisting a child
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, ...
Enrolling a child
eyenquiries has integration with other eyworks software. If you have eymanage, eylog or eyengage as well as eyenquiries, you can transfer child information from eyenquiries by enrolling them. When this happens, information from the registration form ...
Sending an email to an enquiry
eyenquiries lets you set up automatic emails through workflow automation (find out more), but when the need arises, you can also send emails manually from an enquiry's profile. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their ...
Adding a note
You can use Notes on an enquiry’s profile to add additional details about an enquiry. Go to eyenquiries > Pipeline. You can find the Notes to the right of the profile. Click the button. Type your note into the field that appears below. Click Save. ...
Completing, skipping, and deleting an activity
You’re able to remove an activity from the Upcoming Activities list by Marking as complete, Skipping, or Deleting it. From the profile Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Under Upcoming Activities ...
Adding an activity
Activities act as a to-do list for each enquiry, to remind you what still needs to be done for each of them. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. In the top right, go to the Upcoming Activities ...
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 ...
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, ...
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 ...
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 ...
Adding tags to an enquiry
Tags are a good way of keeping track of children with specific requirements or circumstances. Tags can be filtered, and also fit into various aspects of system functionality. When a tag is added to an enquiry, if the tag is also relevant to children ...
Customising fields in the enquiry profile
Some fields in the enquiry profile contain selectable options that can be customised by the user. These are mostly for internal reference, but some fields can be filtered in the pipeline. These fields are: Source, Contact, Reason, and Special Offers. ...
Updating an enquiry's profile
An enquiry profile is where information about an enquiry is stored on the system. Some of the fields are automatically filled in when an enquiry is created, using information from the enquiry form. Fields can also be filled in or edited after an ...