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How To Manage Admission Enquiries

Manage admission enquiry leads, follow-ups, and status tracking from the Front Office workspace.

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Last updated: March 25, 2026

This guide shows how to use the Admission Enquiry workspace inside Front Office.

Short summary

Admission enquiries are the starting point for many admissions follow-ups. The workspace keeps the lead list, status filters, and enquiry drawer together so front office and admissions staff can track the same record from first contact through follow-up.

Best for

Front office staff and admissions teams that need to track prospect leads and enquiry status.

Requires

Access to Front Office and enquiry permissions for view, add, edit, or delete actions.

Result

Admission enquiry records stay organised with the correct source, class interest, and follow-up dates.

Before you start

Confirm the source list already contains the values you need.
Confirm the target class exists if the enquiry is linked to a class interest.
Collect the contact details and follow-up note before creating the record.

Front Office -> Admission Enquiry

Step 1: Open the Admission Enquiry workspace

Go to Front Office in the sidebar and select Admission Enquiry.

Admission Enquiries workspace with filters and add enquiry action. — The workspace shows class, source, status, and date filters plus the add enquiry action.

Use this page to:

review active and historical enquiry leads
filter by class, source, status, and date range
follow up on active prospects
open an existing enquiry for review or edit

Step 2: Create or update an enquiry

Click Add Enquiry to open the drawer.

Add Enquiry drawer with contact, source, class, assignment, date, and notes fields. — The enquiry drawer captures contact details, source, class, assignment, dates, and notes.

Complete the main fields:

Name
Contact
Email
Address
No. of Children
Source
Reference
Class
Assigned To
Date
Follow-up Date
Description
Note

Use Create Enquiry to save the record. If the contact number already exists, the drawer may warn about a duplicate enquiry before you continue.

Step 3: Review the saved record

After saving:

Return to the list view.
Use the filters to narrow the enquiry set.
Confirm the status, class interest, and source are correct.
Open the row again if you need to edit or delete it.

Important notes

Important: Admission enquiries are not just a contact list. They are the operational lead record that admissions staff use for follow-up and conversion tracking.

Verification checklist

The enquiry uses the correct source and class interest.
The follow-up date is set before the record is handed off.
The saved row appears in the Admission Enquiry table.

Expected result: admission leads are logged in Front Office and ready for follow-up.

Troubleshooting

Issue	Likely cause	What to do
Save fails	A required field is empty	Fill the missing contact, source, class, or date field
Duplicate warning appears	The same contact already exists	Review the existing enquiry before creating a new one
Source options are missing	Front Office setup is incomplete	Add the missing lookup value from the Setup workspace
The row does not appear after save	Filters are too narrow	Reset the filters and search again

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