Managing and updating enquiries
The enquiries list page is where all enquiry management & updates take place!
How to update an enquiry status?
To update an enquiry status is quick and easy.
More > Enquiries > Click into the specific enquiry > Click the current status on the left > A drop-down menu will appear where you can select the updated status > Once selected the enquiry will be updated.
Inputting & logging additional notes such as emails & calls.
When managing your enquiries you are able to add personalised notes, log emails and calls. This will enable nurseries to keep a good record of information.
How do I log additional notes, emails & calls?
Adding a note
More > Enquiries > Click into the specific enquiry > Click add note > Input the date & time > Type the notes > Click save notes.
Adding an email
More > Enquiries > Click into the specific enquiry > Click log email > Input the date & time > Type the email or copy and paste your email > Click log email.
Adding a call
More > Enquiries > Click into the specific enquiry > Click log phone call > Input the date & time > Type the notes from the phone call > Click log phone call.
Once you have booked the viewing with the parent you can input this into the system.
More > Enquiries > Click into the specific enquiry > Click viewing > Input the viewing date & time > Input the specific staff member that will lead the viewing > Update the status to 'booked'.