Track admission enquiries

Use the Admissions page to keep every admission enquiry in one place. You can add notes, plan follow-up calls, check papers and admit the child as a student when the family is ready.

Add a new enquiry

1. In the sidebar, open Admissions.
2. Click New enquiry. Use this for a parent who walked in or called.
3. Fill in the child's details and the Family and contact details.
4. Under About this enquiry, write What they asked about.
5. If you plan to call back, choose a Next follow-up date.
6. Click Save.

Follow up on an enquiry

1. Find the enquiry. Type in Search name, phone or ENQ no… to find it quickly.
2. Open it.
3. To record a call or meeting, add a Note about what happened.
4. To show how far the family has got, use Move to stage.
5. Every change is listed under History.

Check the family's papers

1. Open the enquiry and go to the papers the family sent.
2. For each paper, click Verify when it is correct.
3. Mark Original seen if you checked the original copy.
4. Use Return if you need to send a paper back. Undo reverses your last choice.

Admit the child as a student

1. Open the enquiry and click Admit as student.
2. Choose the Class and enter the Roll no. and Admission date.
3. Leave Admission no. blank to number it automatically.
4. If you charge one, enter the Admission fee (₹) and a Due by date.
5. Confirm. Then click Open student to see the new student record.

Good to know

• Enquiries with a follow-up due show on the dashboard, so staff remember to call families back.
• Staff can get a New admission enquiry alert in the bell when an enquiry comes in. The school can turn this alert on or off.
• The list of papers to ask for is set under Online form. See the article Open online admission on your website.
• For children under the RTE quota, see RTE quota admissions.