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Front Office

User Guide / Using Smart School

Front Office

This module has 7 sections –

  1. Admission Enquiry
  2. Visitor Book
  3. Phone call Log
  4. Postal Dispatch
  5. Postal Receive
  6. Complain
  7. Setup Front Office

First we will Setup Front Office then we will manage student Admission Enquiry, daily Visitors Book, Phone Calls, Postal and Complain.

  • Setup Front Office– Go to Front Office > Setup Front Office here you will add PurposeComplain TypeSourceReference data which will be use in different sections of Front Office. Enter Purpose then Description and click on Save button. All Purpose can be see right side of this page.img

    Follow same procedure to make entries for Complain TypeSource and Reference.

  • Admission Enquiry– Admission Enquiry feature is dedicated for managing all student admission related leads and enquiries. Its basically a lead management for student admissions. Go to Front Office > Admission Enquiry Here you can see all active Admission Enquiry. Admission Enquiries that have passed their next follow up dates is marked as red. You can also search/filter Admission Enquiry by Enquiry Date, Source or Enquiry Status. To add New Enquiry click on + Add button. Here enter Name, Phone, Email, Address, Description, Note, Date, Next Follow Up Date, Assigned, Reference, Source, Class and Number Of Child then click on Save button. To edit or delete enquiry simply click on Edit/Delete button from Action column. To follow existing enquiries click on Follow Up button from Action column. Here you can enter Follow Up DateNext Follow Up Date then person Response and your any Note. From right panel of this window you can check Summary of this enquiry. You can also change status of this enquiry from Status dropdown.img
  • Visitor Book– In Visitor Book we will keep records of all persons coming in school reception for any purpose, e.g. student mother has come to meet their child, a book company executive comes for general enquiry etc. Go to Front Office > Visitor Book enter Purpose, Name, Phone, ID Card, Number Of Person, Date, In Time, Out Time, Note and Attach Document then click on Save button. All Visitors details can be see right side of this page.img
  • Phone Call Log– Here we will keep all records for Incoming/Outgoing Phone calls from reception. Go to Front Office > Phone Call Log enter Name, Phone, Date, Description, Next Follow Up Date, Call Duration, Note and Call Type then click on Save button. All Phone Call Log details can be see right side of this page.img
  • Postal Dispatch– Here we will keep all records for all Postal items dispatched from school to outside. Go to Front Office > Postal Dispatch enter To Title, Reference No, Address, Note, From Title, Date and Attach Document then click on Save button. All Postal Dispatch details can be see right side of this page.img
  • Postal Receive– Here we will keep all records for all Postal items received in school from outside. Go to Front Office > Postal Receive enter From Title, Reference No, Address, Note, To Title, Date and Attach Document then click on Save button. All Postal receive details can be see right side of this page.img
  • Complain– Here we will keep all Complain records coming to reception or from online front site complain page. Go to Front Office > Complain enter Complain Type. Source, Complain By, Phone, Date, Description, Action Taken, Assigned, Note and Attach Document then click on Save button. All Complain details can be see right side of this page.img

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