Manage Enquiries

This section allows you to manage new enquiries at your service. New entries can be added via the admin portal or submitted using an Online Enquiry Form, which can be linked to your website.

💻 CRM > Manage Enquiries (or click on the Enquiries button on the dashboard)

1. Click on the + icon in the top right corner
2. Fill in the details of the Parent, Child and any additional comments.
3. Click Add Enquiry

You can search your waitlist for contact details or apply the following filters:

• Child Age (month slider)
• Status Filter (Current, Open, Waitlisted, Enrolled, Lost, Archived)
• Submission Date (Range)
• Start Date (Range)
• Click Filter Enquiries to apply

Click any of the table headings to sort the list in alphabetical or date order

• Send Waitlist Form - sends an email with the link embedded
• Send Enrolment Form - sends an email with the link embedded
• Archive - changes the status to archived
• Edit - allows you to add a note/comment, unsubscribe from email campaigns, or change the status
• Delete - permanently removes the record (cannot be undone or recovered later)
• Add to Mailchimp (Mailchimp integration required) - adds their email address to your linked contact list in Mailchimp

Enlarge Image🔎

Available tour bookings can be added to your enquiry form for parents to book when submitting the form. Follow these steps to add tour bookings to your calendar:

1. In the admin portal, go to Staff > Calendar
2. Click the + button in the top right corner (or click the button under the calendar: Add New Item To Calendar)
3. Enter the details of your Centre Tour 
4. Select the type as Centre Tour
5. Enter the Date and Times
6. Select repeating options (if any) to add spots on an ongoing basis automatically
7. Click Add to Staff/Centre Diary

Available tour dates and times can be selected when submitting the enquiry form:

1. You can view and download all fields from your enquiry form submissions by clicking on the Table icon in the top right corner
2. On the next screen, you can customise the fields you export by clicking the settings (gear/cog icon) and selecting what fields you want in your report
   
3. Export the fields selected as a CSV by clicking the document icon (middle of 3 buttons) in the top right corner

Give Feedback About This Guide