Enquiry and Demo Class Records for Coaching Centres

This module holds every parent and student who asks about a course, from the first phone call to the demo class and the follow-up. The office works it daily.

Talk to us Free tech audit

What an enquiry record holds

Each enquiry is a short record the counsellor fills in while the parent waits at the counter.

Who asked and from where

The parent’s or student’s name, the phone number and the source, such as a counter walk-in, a phone call, a hoarding or a referral from an old student.

Class and exam targeted

The class the student studies in, the board or university, and the paper being prepared for. Entrance, board and bank papers are kept apart.

Subjects and slot asked about

The subjects the parent wants and the timing that suits the student. The counsellor can then speak about a batch that still has places left in it.

Demo class

A demo sitting is fixed inside a running batch, with a date and the faculty member taking it. Attendance at the demo is marked afterwards.

Follow-up date

The counsellor sets the next call date. Open enquiries show up on that day’s list.

From demo class to admission

A student who decides to join becomes an admission without anything being typed twice. Name, parent numbers, class and chosen subjects carry across. The instalment plan and the batch allotment are added in the admissions module. An enquiry that goes quiet is closed with a reason. Fee and distance are common ones.

Who uses it

Front office counsellors

Add enquiries, fix demo sittings and work down the call list for the day.

Centre owner

Reads which sources bring students to the counter and how many demo classes turned into admissions over the season.

Faculty

Can be shown the demo students expected in a batch, so the teacher knows who is new in the room that day.

What the client decides

Which enquiry sources and closing reasons appear in the drop-down lists
Whether a demo sitting is free and how many demos one student gets
Who may fix a demo class and who may reopen a closed enquiry
Whether an admission discount carries over from a demo sitting

FAQ

Frequently asked questions

Can an enquiry stay open for months?

Yes. The follow-up date is pushed forward each time, and the enquiry sits on the counsellor’s list until someone closes it with a reason.

Does a joined student have to be entered twice?

No. Class, subjects and parent numbers move into the admission record when the student joins.

Are website or Instagram enquiries pulled in on their own?

Only where a connection to that form is built. Otherwise the counsellor types the enquiry and marks the source by hand.

Who can open the enquiry list?

The office and the owner. Faculty see only the demo students expected in their own batch sitting.

Talk to us

Tell us what you need.

Send a short brief and one of our engineers will come back to you within one business day.

No obligation
A reply within one business day
Your details stay private