Selecting the Enquiries menu option from the side menu opens a page with a pipeline view of all the enquiries in the system. This view can be changed to a list view or a map view by clicking on the relevant button in the top right-hand corner of the page.


In pipeline view, the screen is split into five sections: Enquiry In, Visit Attended, Followed Up, Waitlisted and Registration Form:

In list view, details of an enquiry are displayed in a list highlighting the child’s name and age, the parent’s name, the date and time the enquiry was made, the preferred session and days and the status of the enquiry (not enrolled, waitlisted, enrolled or lost):

In map view, enquiries are shown based on their location:

Enquiries can be entered into the system in a couple of ways. The first is to link the enquiry form URL (generated by the support team during the eyMan setup) to the nursery website. The parent can then enter their child’s details into the form and submit it. This automatically creates an enquiry form on the system which the user can then edit as required.

The second method is to enter the details manually. This can be done by clicking on the ‘+’ button in the top right-hand corner of the Enquiry In section on the pipeline view.

  1. The child’s first name can be entered in this field.
  2. The child’s last name can be entered in this field.
  3. The child’s start date can be entered here.
  4. The child’s preferred room can be selected from this drop-down menu.
  5. The child’s date of birth can be entered here. When the user clicks on this field a calendar will appear from which the user can select the relevant date.
  6. The reason for care can be selected from this drop-down menu.
  7. The preferred session can be selected from this menu. These are the sessions as set up in the System Settings. For more information on this please refer to the System Settings -> Session Types document on the Support Portal.
  8. The parent’s first name can be entered in this field.
  9. The parent’s last name can be entered in this field.
  10. The parent’s mobile number can be entered here. This is not a mandatory field but either a mobile number or an email address is required.
  11. The parent’s home phone number can be entered in this field.
  12. The parent’s email address can be entered here. This is not a mandatory field but either an email address or a mobile number is required.
  13. The preferred contact method can be selected from this drop-down menu.
  14. The parent’s address can be entered in these fields, including a post code.
  15. The staff who took the enquiry can be selected from this drop-down menu.
  16. The source of the enquiry can be selected from this drop-down menu. The items in this menu are set up in the Global Settings – please refer to the Global Settings documentation on the Support portal for more information.
  17. The date the child visited/plans to visit the nursery can be entered here. When the user clicks on this field a calendar will appear from which the user can select the relevant date.
  18. The time the child visited/plans to visit the nursery can be entered here. When the user clicks on this field two arrow buttons will appear which the user can use to select a time. The time can also be entered by typing the numbers in manually.
  19. This tick box is used to indicate whether the child has attended the planned visit.
  20. The follow up date can be entered here. When the user clicks on this field a calendar will appear from which the user can select the relevant date.
  21. The follow up time can be entered in this field. When the user clicks on this field two arrow buttons will appear which the user can use to select a time. The time can also be entered by typing the numbers in manually.
  22. This tick box is used to indicate if a follow up has occurred.
  23. The staff who took the visit can be selected from this drop-down menu.
  24. This tick box is used to indicate if the parent has been given a brochure.
  25. This tick box is used to indicate if the parent would like to unsubscribe from any mailing list that the nursery may use.
  26. Any additional notes about the enquiry can be added here.
  27. Any additional marketing notes can be added here.
  28. The user can save or reset the enquiry form using these buttons.


Once the enquiries have been created, they will appear in the Enquiry In section of the pipeline view. Each enquiry lists the child’s name, age, the enquiry date, the child’s start date and the preferred room. The five buttons on the right-hand side allow the user to enrol the child, view the enquiry form, edit the enquiry form, delete the enquiry form or see further details about the enquiry.

The user can move the profiles between the pipelines as an application progresses through the enquiry process by clicking on the relevant profile and dragging it to the next pipeline.

  1. When dragging an enquiry from one pipeline to another, a white box will appear showing where the profile will be displayed in the new pipeline.
  2. The user can also drag the enquiry to ‘Mark Enquiry as Lost’ if the parents no longer wish to pursue the enquiry.
  3. The user can also drag the enquiry to ‘Enrol Child’ if the enquiry process is complete and the child is ready to be enrolled.


If the user drags a profile from one pipeline to another, a pop-up window will appear for the user to enter more details about the enquiry. For example, when moving a profile from Enquiry In to Visit Attended, the pop-up window will ask for the date and time the visit was attended.

  1. The first name of the child can be entered here. This field is pre-populated using the information on the enquiry form but can be manually overridden.
  2. The last name of the child can be entered here. This field is pre-populated using the information on the enquiry form but can be manually overridden.
  3. The date of the visit can be entered here. When the user clicks on this field a calendar will appear from which the user can select the relevant date.
  4. The time of the visit can be entered here. When the user clicks on this field two arrow buttons will appear. The user can click these buttons to change the time or type the time in manually.


If the user drags a profile to ‘Mark Enquiry as Lost’ a pop-up window will appear prompting the user to input a reason why the enquiry was lost.

  1. The user can add additional notes about the enquiry in this field.
  2. The reason the enquiry was lost can be entered here by selecting the relevant reason from the drop-down menu. The items in this menu can be edited in the Global Settings.


If the user drags a profile to ‘Enrol Child’ a pop-up window will appear prompting the user to enter more details about the child. The information in these fields will be pre-populated with the information on the enquiry form but can be manually overridden.

  1. The child’s first name can be entered in this field.
  2. The child’s last name can be entered in this field.
  3. The gender of the child can be selected using this drop-down menu.
  4. The room the child will be assigned to can be selected using this drop-down menu.
  5. The preferred booking type can be selected using this drop-down menu.
  6. The enrolment date of the child can be entered here. This will be automatically set as the current date.
  7. The date of birth of the child can be entered in this field.
  8. The child’s start date can be entered here. This will be automatically set as the current date.
  9. The child’s leave date can be entered here. This will be automatically set as the 31st August after the child’s 4th birthday or 5th birthday, depending on the branch settings. For more information on this please refer to the System Settings -> Branch/Nursery Settings page on the Support Portal.


All enquiries will be displayed in the Enquiries section of the dashboard. For more information on this please refer to the Dashboard documentation on the Support Portal.