The Quick Book feature within the Enrolmy for Providers App allows onsite staff to add an attendee to the Enrolmy CRM, ask a customer to complete their enrolment form via email and book the attendee into attendance for the day. This feature adds attendee who have never booked into one of your programmes.
How To Quick Book On the Mobile App
Select Menu from the bottom panel and then click Quick Book
Input the guardian details of the attendee; Customer’s first and last names are required. The mobile number can be completed later if unknown
Input the attendee’s detail. The attendee’s first name, last name, and activity to book into are required. The guardian can add the attendee’s birth date at a later date
Select Save and Invite to book now
Now the attendee will be added to your Enrolmy CRM!
Customer Email Workflow
After you have quick-booked the guardian and attendee into your CRM via the Enrolmy for Provider app, they are currently placeholder accounts. Enrolmy will email the customer asking them to join and complete their attendee’s enrolment form.
How To Book An Attendee Into The Day
Adding the attendee to the CRM does not automatically book them into attendance for the day. On the Enrolmy for Provider app, you will need to add this attendee into the day and sign them into the session.
Select the Sign In/Out Tab on the mobile app
Click Add Attendee and search for the attendee’s name
Swipe the attendee right to sign them in