This screen is used to enter or modify details for a parent enquiry.
Using the Send Emails? Drop down list, you can choose to automatically send an email to the parents when a new enquiry is entered by selecting Yes, or do not send an email by selecting No.
If you are modifying an existing enquiry, you can set the enquiry to Archive status by selecting the Archive form the Archived drop down list. If this is a current enquiry, select No. You can re-activate a previously archived enquiry by changing the selection in this field.
Using the Status drop down list, you can set the status of this enquiry. The current status of the enquiry can be updated by selecting from this drop down box. If you are adding a new enquiry, the status will be set to New by default. Options are:
New – for new enquiries
Contacted – for those enquires where you have contacted the parents/caregivers and are waiting for a reply.
Tour Scheduled – for those enquiries where you have scheduled a tour of your service for the parents/caregivers.
Tour Completed – for those enquiries where the parents/caregivers have completed a tour of your service.
Registered – for those enquiries where the parents/caregivers have registered to attend your service.
Wait List – for those enquiries where the child has now been put on your service waiting list.
Enrolled – for those enquiries where the child has been enrolled at your service.
Lost Opportunity – for those enquiries where the parents/caregivers have decided not to take their enquiry any further with your service.
Using the Origin drop down list, you are able to specify where this enquiry originated from. Options are:
Walk-in – for those enquiries where the parents/caregivers have enquired in person at your service.
Reset to Blank – if you wish to reset the origin of this enquiry to null.
Website – if the parents/caregivers have made the enquiry via your website.
Email – if the parents/caregivers have contacted you by email.
Phone – if the parents/caregivers have made the enquiry by phone.
If the Enquiry originated from your website (linked to Infocare), the origin will automatically be set to "Website".
Using the User’s Comments field, you can insert any comments you wish to make for this Enquiry.
The Location drop-down list is used to specify where the person making the enquiry would potentially like to enrol their child/children.
For an individual service, or for a small group of services, the Location options could be each service. For larger organisations, these options can be defined as areas or regions.
Enquiries can be sent for processing directly to individual services or to specific services based on the area Location selected, or to a single service for head office processing.
Locations are defined by our Infocare team, so please contact the Helpdesk if you require any changes to these options.
Using the How did you hear about us drop down list, select the appropriate option. Options for How did you hear about us are defined in the Centre Options section of Infocare.
Using the Questions or Comments field, you can enter any questions or comments the parent/caregiver may have about this Enquiry.
Under Parent/Caregivers Details, in the respective fields, you can enter the First Name, Last Name, Phone, Mobile, and Email address for the parent/caregiver.
Under Residential Address, begin typing the address into this field. As you type, the system will suggest addresses from a list of valid New Zealand addresses. Click on the correct address suggested and the remainder of the address fields will be automatically populated.
Use the Input Address Manually check box if the address is not available in the “auto-complete” Address field.
If you have NOT selected "Input Manually", begin typing the address into this field. As you type, address matches will be suggested from a list of valid New Zealand addresses. Click on the correct address suggested and the remainder of the address fields will be automatically populated.
Address Line 1 field is only required to be entered if you have opted to input the address manually.
Address Line 2 field is only required to be entered if you have opted to input the address.
The City field is only required to be entered if you have opted to input the address manually.
The Postal Code field is only required to be entered if you have opted to input the address manually.
The Country field is automatically populated as New Zealand. You can change the selection in this field if required.
Using the Your Child’s Details section, you can enter details relating to the child/children who want to attend your service. If the family is enquiring about spaces for multiple children, you are able to add details for up to 3 children using the Your Child’s details, Second Child, and Third Child tabs.
Using the First Name field, enter the child’s first name. Using the Last Name field, enter the child’s surname. Using the Middle Name field, enter the child’s middle name if they have one. From the Gender drop down box, select the appropriate option. Using the Birth Date filed, enter the child’s birth date. This field can be left blank if the child who is being entered is not yet born. In the Starting Date field you can enter the proposed starting date for the child. This field can be left blank if the Starting Date is not yet known.
In the Desired Days of Care (AM, PM, or Both) section, you can choose which days of the week for both mornings and afternoons on which the parents/caregivers would like the child to attend. To choose days, click on the radio button for either AM, PM, or both for each of the days required. These fields can be left blank if attendance days and times are not known.
Once all the details on this screen are correct, click on the Update button to save this Enquiry.
For a Reminder about this enquiry to be displayed on the Notice Board for a particular date, click Set Reminder.
If you want to discard the information you have entered on this screen and return to the previous screen, click the Cancel button.
If you want to Delete this Enquiry record, click the Delete button.
If you want to enrol this child, click the Enrol Child button. Please note that children who are enrolled in a centre using the Enrol Child button will be placed in the Waiting List category in the selected service. If you want to move the child off the waiting list, you will need to Switch to the appropriate centre and move the child from the Waiting List to "Current Enrolments" or "Children not started".
To return to the previous screen, click the icon at the top left of the screen.
For further information or assistance call
0508 INFOCARE (0508 463622) or email email@example.com
© 2018 Infocare Systems Limited