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Where do I find enquiries in Famly?
In order to keep track of potential future children joining your setting, we have the Enquiries app. You can find it by logging in to Famly, clicking on the Attendance icon and then selecting the Registration → Enquiries tab.
How do I see an overview of potential new-starters in my setting?
On opening the Enquiries tab you will see your key statistics along the top (as below).
Below this, you can see the details of children who may potentially start at your setting. You can filter by:
Creation date
Status
Potential child start date
Source (how they found your setting)
Pricing group (based on the plan they would be put on, were they to start at your setting)
How to add a new enquiry?
You can log new enquiries in Famly, to keep on top of contacting potential parents, and make enrolling a new child a smooth process. To add a new enquiry:
In the Enquiries tab click on New enquiry on the right hand side. A new window will open (as below)
Enter the information you have about the child in the relevant boxes
If you wish, book a show-around time for the family to see your setting (you can always edit the show-around time later, by opening up the saved enquiry and hovering over the show-around time)
When you're finished, click create. This will add this child to the list of potential starters in Enquiries.
Creating a Child Profile
Once you have completed the information in the new enquiry form, a Profile for the child will be created. If you click on the child's listing in the Enquiries tab, this profile will open and you will be able to enter further details about the child and the requested booking pattern. This means you will be able to give the child's parents a quote for their childcare.
Once you're ready for the child to start at your setting, all you have to do is open the Profile (by clicking on the enquiry) and click Enrol on the bottom, right.
Add an Enquiry Form to your Website
You can use the Website Form link in Enquiries to allow interested parents to send their information to Enquiries in Famly straight from your setting's website. To set this up:
In Enquiries click on the Website form link, to the right of the screen
A new window will open with the unique link for your setting
You can either
- copy the link and share it with interested parents directly
- add it as a link on your website.
Note: Due to security reasons it is not possible to embed this form onto your website. Please share via the link instead!
If you're looking to share more about Famly on your website, check out our page of logos, pictures, and videos that'll help parents get to know us better. 😊
Removing an enquiry
To remove an enquiry, click on the entry from the overview and find the '...' on the top right of the pop-up. From here, select delete from the dropdown.
