Beacon guide · 6 steps
Give an admissions enquiry a next step
Record the next action for an interested family.
Before you begin
Use the correct school and centre, and search for an existing enquiry first.
Step by step
- Open Admissions → Enquiries to review existing new/contacted/toured/converted/lost enquiries.
- Check the family and contact details before changing status.
- To add a family who contacted you elsewhere, open Enrolment, search existing families and choose Add only if needed.
- Enter the child and guardian details, centre and source, then Save.
- Open that family's Journey in Enrolment to record the next stage, Schedule a visit or Write to this family.
- Before creating child records, use the school's registration/approval or conversion workflow and check for existing records.
Check the result
The enquiry is recorded once, in the right school, with a visible next step.
A useful check
An enquiry is an expression of interest. It is not a confirmed child enrolment until the school completes its admissions process.
If the result is different, check the account and school first, then contact the team with the task and error wording.