How to add an enquiry

What it's for

When a family gets in touch — by phone, email or in person — log them as an enquiry so you can follow up, book a tour, and track them through to enrollment.

Where to find it

Admissions → New Enquiry

Step-by-step

1. Go to Admissions.
2. Click New Enquiry.
3. Enter the child's details and the parent's contact information.
4. Choose the program they're interested in and the enquiry source (for example,

Website, Walk-in or Referral).

1. Save the enquiry. It appears in your Pipeline at the Enquiry stage.

Tips & limits

• Adding several at once? Use the Import button on the Admissions page to bring

enquiries in from a spreadsheet.

• Once an enquiry is in your pipeline you can Schedule a Tour or Convert it

straight from its row.

• You can assign an enquiry to a staff member so it's clear who's following up.

Related articles

• How to set up your online enquiry form
• How to schedule and track tours
• How to convert an enquiry to an enrolled child