You can manually create a new enquiry or registration directly from the Enquiries 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 Manually
You can manually add an enquiry in Illumine by entering the required details through the Enquiries/Inquiries section.
š Where to Access
Go to: Enquiries Module ā Enquiries ā Add Enquiry
ā Steps to Add an Enquiry/Inquiry
Click on + Add Enquiry
A form will open where you can enter the enquiry details
š Fill in Enquiry Details
You can enter the following information:
š¶ Child Details
Childās name and basic information
š Enquiry/Inquiry Details
Enquiry creation date
Assign enquiry to a staff member
Select source and sub-source
Expected start date
Add any notes
šØāš©āš§ Parent Details
Motherās information
Fatherās information
ā Save the Enquiry
Once all details are filled:
Click on Save
Your enquiry/inquiry will be successfully created.
š Viewing the Enquiry After saving:
You can view all entered details
Click on the Profile to access the complete enquiry/inquiry information
š Summary
Go to Enquiries ā Add Enquiry
Fill in child, parent, and enquiry details
Assign staff and source
Click Save to create the enquiry
View details in the Profile section