log_an_inquiry_or_guest
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log_an_inquiry_or_guest [2008/02/12 14:17] 24.233.129.58 |
log_an_inquiry_or_guest [2018/11/01 13:34] (current) |
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| * Phone Number: Enter the contact phone number here. | * Phone Number: Enter the contact phone number here. | ||
| * Guest Of: If this person is a guest or referral of a current student, select the student's name from this list. If the student is a guest of someone who is not a student of this studio (for example the guest of a student from another studio), simply enter them as the guest of the (N/A) or (Group) student and mark in the notes who they are a guest of. | * Guest Of: If this person is a guest or referral of a current student, select the student's name from this list. If the student is a guest of someone who is not a student of this studio (for example the guest of a student from another studio), simply enter them as the guest of the (N/A) or (Group) student and mark in the notes who they are a guest of. | ||
| + | * Source: Where did the inquirer learn about the studio (ex. Newspaper, Billboard, Friend) | ||
| + | * Follow Ups: Number of calls/contacts since initial inquiry | ||
| + | * Status: The current status of the inquiry (ex. going on vacation, will be back 03/06) | ||
| * Notes: Record any notes you may have on this inquiry, its origination, or follow-up. | * Notes: Record any notes you may have on this inquiry, its origination, or follow-up. | ||
| - | If this inquiry or guest is ready to book a lesson, click the "Save and Book" button. This will save the inquiry log, then directly move to the new student form to add the new student and book a lesson. See [[Add a New Student]]. | + | If this inquiry or guest is ready to book a lesson, click the "Save and Book" button. This will save the inquiry log, then directly move to the new student form to add the new student and book a lesson. Any notes on the inquiry will be copied to the notes for the new student. See [[Add a New Student]]. |
| [[Table of Contents]] | [[Table of Contents]] | ||
log_an_inquiry_or_guest.1202843878.txt.gz ยท Last modified: 2018/11/01 13:34 (external edit)
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