How to do enquiry settings

On the Enquiry Settings page you can add the stages of your enquiry process, add counselors, and add the sources of information.

Add stages to the enquiry process

By default, myschool has three enquiry stages: Qualified, Processed and Rejected. You can add custom stages inside the Qualified stage to match your institution’s process.

Go to Menu → Academics → Applicants → Enquiry → Settings → Enquiry Settings → Add Stage.

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Once the stages are added, you can move enquiries between the stages inside Qualified.

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Add counselors

You can add employees registered in myschool, or outside agents, as counselors for the enquiry module. See How to add counselor details in the enquiry module.

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Add sources of information

You can list the sources through which enquirers heard about your institution. See How to add sources of information in the enquiry module.

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Note: After the enquiry form is submitted, office staff can update the source of information and the counselor name.

Walkthrough

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