> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Inquiries

> Follow up admission leads, assign an owner, and start an application when a family applies

**Inquiries** holds families who are still deciding. Each inquiry form submission creates one inquiry. When the family applies, the same record moves to [Applications](https://docs.relyant.app/edu/admission/applications.md), keeping its owner, documents, and activity.

> [!NOTE]
>
> **Inquiries** is part of the **Admission** feature, which your organization must turn on. You need student update permission to change an inquiry, and student create permission to use **Enroll as Student**.

## Inquiry statuses

| Status | Meaning |
| - | - |
| **New** | Just submitted. Every inquiry starts here |
| **Contacted** | Your team has reached out to the family |
| **Waitlisted** | No place is available yet |
| **Rejected** | The inquiry won't proceed |
| **Withdrawn** | The family withdrew |

**Waitlisted**, **Rejected**, and **Withdrawn** are exits you can use at either stage. Moving an inquiry to an application status, such as **Applied** or **Interview**, turns it into an application.

## Find inquiries

In the left rail, click **Admission**, then **Inquiries**.

* Search by name or email.
* Click **Filter** to filter by **Status**, **Grade**, **Owner**, **Form**, **How they heard**, **Campaign**, **UTM source**, **Documents** (**All provided** or **Missing documents**), or **Submitted** date.
* Click a count in the status row under the toolbar to filter by that status.
* Switch between **List** and **Board**. On the board, drag a card between **New** and **Contacted** to change its status.

The table shows **Status**, **Student Name**, **Grade**, **Guardian Email**, **Docs**, **Owner**, **Form**, and **Submitted** date. Click a row to open the inquiry. On desktop it opens in a side panel; on smaller screens it opens as a full page.

## Review an inquiry

The header shows the student's name, status, grade, and submission date. On the full page, use the arrows to move to the previous or next inquiry. The inquiry has three tabs:

* **Overview** — the **Student** and **Guardian** cards, answers to any custom questions including uploaded files, the **Pipeline** card, and the **Source** card.
* **Documents** — the document checklist, when the form lists documents.
* **Activity** — the timeline of the submission, status changes, owner changes, documents, and internal notes. Only staff can see notes.

In the **Pipeline** card, pick an **Owner** to follow up, or leave it **Unassigned**. You can also set the **Intake Year**, the academic year the student would start. The **More actions** menu has **Move to** for a new status, **Add note**, **Email guardian**, and **Call guardian** when there's a phone number.

### Where the inquiry came from

The **Source** card shows the family's answer to **How did you hear about us?** and the campaign tags from the link they used, such as **Source**, **Medium**, and **Campaign**. It also shows the page they **Came from** and the **Form page** they landed on. To tag your links, see [Admission forms](https://docs.relyant.app/edu/admission/forms.md#campaign-links).

## Start an application

When the family applies, click **Start application** in the header. The record moves to **Applied** and now appears under **Applications**. An application can't move back to **New** or **Contacted**.

## Enroll as a student

You can also enroll an inquiry directly. Choose **Enroll as Student** from the **More actions** menu. The **Create Student Record** dialog works the same as for an application. See [Enroll the student](https://docs.relyant.app/edu/admission/applications.md#enroll-the-student).

> [!TIP]
>
> You can't enroll a **Rejected** or **Withdrawn** inquiry. Reopen it first by moving it to another status.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.