Requests

Here you can find client requests coming from Requests Forms, Registration Forms or ones created manually.

Find and navigate requests

Select Management - Requests to see your school’s request list.

  1. Here you can create request manually

  2. You can send some text to request’s email

  3. Availability to export request list as an Excel file

  4. Use this option to import requests from MS Excel files

  5. Add your request to any group right from the list. The platform will automatically transform it to student

  6. You can approve requests about course enrollments, registrations and bookings

  7. Export request information as pdf file

  8. Options to delete or stick a reminder on contact

Creating the request

  • Select the Add (1) button to create a new request

  • Fill the appropriate information about your request (this fields are customizable from school settings)

  • Select OK and a new request will appear in list

Request’s details page

Here you can find extra information about the chosen request.

  1. General information about request. Some fields are not editable

  2. Shows every change in request fields

  3. You can leave some informational notes on request

  4. Here you can see from what form this request are coming from

  5. Request board shows the status changes of all you requests, starting from new to incomplete

  6. This is an instant link to the contact generated from your request