Manually Add and Manage an Enquiry
You can manually create a new enquiry or registration directly from the Enquiries dashboard. This is useful when a parent calls, walks in, or shares details offline and you want to record them in the system.
How to Add a New Enquiry
Go to Enquiries from the left panel.
Click + Add Enquiry in the top-right corner.
You will now see the enquiry form where you can enter the required details.
Enter Student Details
Fill in the basic information about the child:
Name
Gender
Status (for example: New, Interested, etc.)
Source (walk-in, website, referral, etc.)
Date of Birth
Program the parent is interested in
This helps you track where the lead came from and what program they are enquiring about.
Add Parent Details
Next, enter the parent or guardian information:
Mother details
Father details
Contact information
These details will be used for future communication and follow-ups.
Save the Enquiry
Once all required details are filled in, click Save.
A new enquiry (lead) will now be created and will appear in your enquiries dashboard.
Managing a Created Enquiry
After an enquiry is created, you can open the profile to manage all communication and follow-ups in one place.
Log Activities
You can keep track of all interactions with the parent, such as calls or emails.
Steps:
Open the enquiry profile
Click Actions → Add Activity
Select the activity type (call, email, meeting, etc.)
Add notes and the activity date
Save
This helps maintain a complete communication history for the lead.
Create and Assign Tasks
You can assign follow-up tasks to staff members to ensure timely action.
Steps:
Click Add Task inside the enquiry
Enter task description (e.g., Call parent, Send brochure)
Set a due date
Assign it to a staff member
Save
The assigned staff member will see this task and can complete it accordingly.
Upload Documents
You can upload any documents shared by the parent, such as forms or ID proofs.
Steps:
Click Add Document
Upload the file
Save
All documents will be stored inside the enquiry for easy reference.
Share Additional Forms
If you need more information from the parent, you can share forms directly from the enquiry.
For example:
Admission forms
Medical forms
Additional details forms
Parents can fill and submit these digitally.
About Section
The About section in the enquiry profile displays all important information in one place, including:
Student details
Parent details
Status
Source
Activity history
Tasks and documents
This gives you a complete overview of the enquiry and helps you manage the admission process smoothly.
For more detailed understanding please refer to this video: