Reception & Front Office
Manage admissions inquiries, visitors, calls, complaints, postal records, surveys, and reception activities.
Reception introduction
This guide covers the fourth menu in the school admin sidebar, Reception. Open it from the left menu, then work through the items in the order below.
Use this section for the front desk: why people visit, admission enquiries, the visitor book, phone calls, complaints, post in and out, surveys, staff loans, and parent products.
Who can use it: the school admin account.
Start with Reception Setup. Purpose, complain type, source, and reference are the lists used by the visitor book, complaints, and admission enquiries. If those lists are empty, the later forms have nothing to choose from.
Contents
1. Reception Setup
2. Admission Inquiry
3. Visitor Book
4. Phone Call Log
5. People Complain
6. Postal Dispatch
7. Postal Receive
8. Create Survey Polls
9. Staff Loan
10. Parent Marketplace
Suggested order for a new front desk
1. Reception Setup: add purposes, complain types, sources, and references.
2. Visitor Book, Phone Call Log, and People Complain, using those lists.
3. Admission Inquiry, then follow up on the next follow up date.
4. Postal Dispatch and Postal Receive as mail moves in and out.
5. Create Survey Polls when you need a question answered by a group of users.
6. Staff Loan when a staff member asks to borrow from the school.
7. Parent Marketplace after parent selling is turned on in System Settings.
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