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How to Add an Enquiry/Inquiry Manually

Written by Shivee
Updated today

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.

πŸ“ Where to Access

Go to: Enquiries/Inquiries Module β†’ Enquiries/Inquiries β†’ Add Enquiry/Inquiry

βž• Steps to Add an Enquiry/Inquiry

  1. Click on + Add Enquiry/Inquiry

  2. A form will open where you can enter the enquiry/inquiry details

πŸ“ Fill in Enquiry/Inquiry Details

You can enter the following information:

πŸ‘Ά Child Details

  • Child’s name and basic information

πŸ“Œ Enquiry/Inquiry Details

  • Enquiry creation date

  • Assign enquiry to a staff member

  • Select source and sub-source

  • Expected start date

  • Add any notes

πŸ‘¨β€πŸ‘©β€πŸ‘§ Parent Details

  • Mother’s information

  • Father’s information

βœ… Save the Enquiry/Inquiry

Once all details are filled:

  • Click on Save

Your enquiry/inquiry will be successfully created.

πŸ‘€ Viewing the Enquiry/Inquiry

After saving:

  • You can view all entered details

  • Click on the Profile to access the complete enquiry/inquiry information

πŸ“Œ 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

For more detailed understanding please refer to this video:

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