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Reception

Front-office management — log enquiries, mail, calls, visitors, and complaints. Path: Sidebar → Reception.

Admission Enquiry Reception → Admission Enquiry

Track prospective student enquiries before formal admission. Path: Reception → Admission Enquiry → Add Enquiry.

FieldStatusDescription
NameRequiredProspective student's name.
GenderRequiredMale / Female.
BirthdayOptionalDate of birth.
Father NameRequiredFather's full name.
Mother NameOptionalMother's full name.
Mobile NoRequiredContact mobile number for follow-up.
EmailOptionalEmail address.
AddressRequiredFull address of the family.
No of ChildRequiredNumber of children in the family.
Class Applying ForRequiredWhich class the student wants to join.
Previous SchoolOptionalName of the previous school attended.
AssignedRequiredStaff member who is handling this enquiry.
ReferenceRequiredHow they found the school (configured in Reception → Reference).
ResponseRequiredResponse type — select from configured options (e.g. Positive, Negative, Pending).
NoteOptionalAny notes from the conversation.
DateRequiredDate of the enquiry.
Next Follow-Up DateOptionalWhen to call back.
To admit an enquiry student, open their enquiry details and click the Admit button — it pre-fills the Add Student form with their information.

Postal Record Reception → Postal

Log incoming and outgoing postal items. Path: Reception → Postal → Add Postal Record.

FieldStatusDescription
TypeRequiredDispatch (outgoing) or Receive (incoming).
Reference NoRequiredPostal/courier tracking reference number.
Sender TitleRequiredName/title of the sender.
Receiver TitleRequiredName/title of the receiver.
AddressRequiredFull address of sender/receiver.
NoteOptionalAny notes about this postal item.
DateRequiredDate of dispatch or receipt.
Document FileOptionalUpload a scan of the document.
ConfidentialOptionalToggle ON if this is a confidential item — it will only be visible to authorised staff.

Call Log Reception → Call Log

Record all incoming and outgoing phone calls at the school reception. Path: Reception → Call Log → Add Call Log.

FieldStatusDescription
Call TypeRequiredOutgoing or Incoming.
Calling PurposeRequiredPurpose of the call — select from configured options or add new.
NameRequiredName of the caller / person being called.
Mobile NoOptionalTheir phone number.
DateRequiredDate the call happened.
Time Slot (Start–End)RequiredStart time and end time of the call. Duration is auto-calculated.
Follow-Up DateOptionalIf action is needed, set a follow-up date.
NoteOptionalSummary of what was discussed.

Table columns: Name, Mobile No, Calling Purpose, Call Type, Date, Start Time, End Time, Follow-Up Date, Duration, Note.

Visitor Log Reception → Visitor Log

Track every visitor entering the school. Path: Reception → Visitor Log → Add Visitor.

FieldStatusDescription
Visiting PurposeRequiredSelect from configured purposes (e.g. Parent Meeting, Vendor, Inspection).
NameRequiredFull name of the visitor.
Mobile NoOptionalVisitor's phone number.
DateRequiredDate of visit.
Entry TimeRequiredTime of entry into school.
Exit TimeOptionalTime of exit.
Number of VisitorRequiredHow many people are visiting (e.g. 1, 2, group of 5).
ID NumberOptionalID document number (Aadhaar, PAN, etc.).
Token / PassOptionalVisitor pass number or token issued at gate.
NoteOptionalAny additional notes about the visit.

Complaint Reception → Complaint

Record and track complaints from parents, students, or staff. Path: Reception → Complaint → Add Complaint.

FieldStatusDescription
Complaint TypeRequiredCategory of the complaint (create types via the Type dropdown).
Assign ToRequiredWhich staff member is responsible for resolving this complaint.
Complainant NameRequiredFull name of the person raising the complaint.
Complainant Mobile NoOptionalTheir phone number for follow-up.
NoteOptionalDetailed description of the complaint.
DateRequiredDate the complaint was raised.
Document FileOptionalUpload any supporting document.
Resolving a Complaint

Click the resolve icon on any pending complaint. Enter Date of Solution and Action Taken — then click Update. The complaint status changes from Pending to Resolved.

Reference Reception → Reference

Create the list of reference sources that appear in the Admission Enquiry form. E.g. "Facebook Ad", "Google Search", "Word of Mouth", "School Fair", "Existing Parent".

Frequently Asked Questions

How do I admit a student from an Enquiry record?

Open the enquiry → click the Details icon → click Admit Student. The Add Student form opens pre-filled with the enquiry data. Complete remaining required fields and save.

What is "Calling Purpose" in Call Log?

It is a configurable category for the type of call — e.g. "Fee Enquiry", "Admission Enquiry", "Complaint Follow-Up". You can add new purposes directly from the Call Type dropdown in the Call Log form.