You can manually create a new enquiry or registration directly from the Enquiries/Inquiries module . This is useful when a parent calls, walks in, or shares details offline and you want to record them in the system.
Adding an Enquiry/Inquiry Manually
You can manually add an enquiry in Illumine by entering the required details through the Enquiries/Inquiries section.
π Where to Access
Go to: Enquiries/Inquiries Module β Enquiries/Inquiries β Add Enquiry/Inquiry
β Steps to Add an Enquiry/Inquiry
Click on + Add Enquiry/Inquiry
A form will open where you can enter the enquiry/inquiry details
π Fill in Enquiry/Inquiry Details
You can enter the following information:
πΆ Child Details
Childβs name and basic information
π Enquiry/Inquiry Details
Enquiry creation date
Assign enquiry to a staff member
Select source and sub-source
Expected start date
Add any notes
π¨βπ©βπ§ Parent Details
Motherβs information
Fatherβs information
β Save the Enquiry/Inquiry
Once all details are filled:
Click on Save
Your enquiry/inquiry will be successfully created.
π Viewing the Enquiry/Inquiry
After saving:
You can view all entered details
Click on the Profile to access the complete enquiry/inquiry information
π Summary
Go to Enquiries/Inquiries β Add Enquiry/Inquiry
Fill in child, parent, and enquiry/inquiry details
Assign staff and source
Click Save to create the enquiry
View details in the Profile section