Enrolment enquiries

Work through new enquiries, add one from a phone call, and turn an enquiry into a family.

Updated 18 October 2026

Why this exists

Enquiries arriving by form, phone and walk-in are easy to lose track of, and a family who waits too long for a reply may enrol elsewhere. For front desk and admin staff, every enquiry sits in one list with tabs for where each one is up to. When a family is ready to start, you turn the enquiry into a family without typing their details again.

Every enquiry from your public enrolment form lands under People > Enrolment enquiries. You can add your own for a phone call or a walk-in, and turn an enquiry into a family when they are ready to start.

Before you start

You need families.edit. Enquiries are part of your centre's tutoring tools, so the page shows only when your centre has them.

Work through the list

Open Enrolment enquiries.
Use the tabs: New, Contacted, Converted, Declined and All.
Press an enquiry to read it, including any answers to your enrolment form's extra questions.
After you speak to the family, press Mark contacted.

Add an enquiry from a call or walk-in

Press Add enquiry.
Fill in the parent's name, and an email, a mobile number or both.
Add each child's name, year and subjects, the campus if decided, how they got in touch and any notes.
Press Save enquiry. Nothing is emailed to the family.

If your centre is not set up for mobile-only enquiries yet, the form asks for an email.

Turn an enquiry into a family

Open the enquiry and press Convert to family.
If the enquiry has a mobile number only, type the family's email. The sign-up invitation needs one.
Choose whether to tick Email the invitation. The screen shows the exact email first.
Press Convert (or Convert and email).

This creates a tutoring family and a sign-up invite code. If you did not email it, the screen shows the sign-up link so you can send it yourself.

Good to know

If email is not connected for your centre, you cannot email the invitation from here. Convert, then send the link yourself.
A converted or declined enquiry is closed and stays on the record.