Appearance
The front office
The reception desk: who enquired, who walked in, who complained, and what was posted. Minutes a day, and it replaces four paper registers.
Sidebar → Front Office
Four registers, one dashboard. This is the module your receptionist lives in, and the one where the Receptionist role earns its keep — it grants exactly these four screens and nothing else.
This is a licensed module
If Front Office does not appear in your sidebar, your plan does not include it. Ask your provider.
Admission enquiries
Every "do you have a place for my daughter in Class 4?" — logged, assigned and chased.
Admission Enquiries → Add
| Field | Required | Notes |
|---|---|---|
| Student name | Yes | The child, not the caller |
| Class | Yes | The class they are asking about |
| Parent name | Yes | |
| Phone | Yes | |
| Enquiry date | Yes | |
| Email, source, notes | No | Source is worth filling — see below |
| Assigned to | No | The staff member who owns this enquiry |
| Follow-up date | No | When to chase |
Following up
Open the enquiry and record a follow-up: the date, what the parent said, and when to call next.
| Response | Meaning |
|---|---|
| Interested | Still live |
| Call Back | They asked you to try later |
| Undecided | Genuinely deciding |
| No Response | Nobody picked up |
| Not Interested | Closed |
Recording a follow-up moves a Pending enquiry to Followed-up automatically, and rolls the enquiry's follow-up date forward to whatever you set as the next one.
Statuses on the enquiry itself: Pending, Followed-up, Admitted, Lost.
Fill in the source, and you get an admissions report for free
"Where did you hear about us" — newspaper, referral, hoarding, website. Six months of that field answers the question every school owner asks at budget time: which advertising actually worked.
Marking an enquiry Admitted does not admit the student
It is a status on the enquiry, nothing more. The actual admission is a separate job on Student Admission. Two different screens, deliberately — an enquiry is a sales record, an admission is a legal one.
Visitor book
Visitor Book → Add as someone arrives.
| Field | Required |
|---|---|
| Visitor name | Yes |
| Phone | Yes |
| Purpose | Yes |
| Person to meet | Yes |
| ID card number, notes | No |
| Photo | No — upload, or capture from the desk camera |
Then check out when they leave, and print a visitor card if your school issues badges.
The value is entirely in the checkout
A visitor book that records arrivals but never departures cannot answer the only question that matters in an incident: who is still in the building. Make checking out part of handing back the badge.
Complaints
A logged complaint is one you can prove you handled.
| Field | Required |
|---|---|
| Complainant name | Yes |
| Phone | Yes |
| Type | Yes — your own categories: transport, staff conduct, facilities |
| Description | Yes |
| Complaint date | Yes |
| Assigned to | No — the staff member who will deal with it |
Assign every complaint to a person. An unassigned complaint is a complaint nobody owns.
Postal records
Incoming and outgoing post, both in one register.
| Field | Required |
|---|---|
| Type | Yes — dispatch or receive |
| From and to | Yes |
| To address | Yes |
| Date | Yes |
| Reference number | No — the courier tracking number |
| Notes | No |
Small, dull, and the thing that settles the argument about whether the transfer certificate was ever posted.
Who should have this
Give the Receptionist role to your front desk staff. It covers exactly these four screens plus QR attendance, and nothing else — no student records, no fees, no marks.
That is the point: the person at the desk can log a visitor without being able to see what any family owes.
Real example
Apex Academy's reception, an ordinary Tuesday:
- 6 admission enquiries logged, 4 assigned to the admissions coordinator with follow-up dates
- 11 visitors in and out, 2 still showing as inside at 4pm — both traced to badges not handed back
- 1 complaint about a bus route, assigned to the transport in-charge
- 3 postal entries, all dispatch
Their one change after a month: making "source" mandatory in practice, by asking it on every call. Six months later it showed 60% of enquiries came from parent referrals and almost none from the newspaper advert they had been renewing for years.
Common problems
| What you see | Cause |
|---|---|
| Front Office is missing from the sidebar | The module is not included in your plan |
| A receptionist cannot open a screen | Their role is missing that specific front-office permission |
| Visitors are still shown as inside days later | Nobody checked them out |
| An enquiry marked Admitted but the child is not in the system | Marking the enquiry does not create the student. Admit them properly |
| Follow-up dates keep going stale | Nobody is assigned. Set Assigned to on every enquiry |
| The photo will not capture at the desk | Browser camera permission, or the desk has no camera. Upload a file instead |