Dashboard
The first thing you see when you log into Vacancy.care, the dashboard is where you gain access to key features.
Main Menu
Accessed via the horizontal lines in the top left corner of the dashboard. The full menu includes all features that appear on the dashboard, along with extras options, eg/ Campaigns, Parent Reviews, etc.
Horizontal Menu
Running along the top of the dashboard.
The horizontal menu includes:
Tasks - Create tasks and book service tours, assign dates and times, add notes to track important information.
Leads - Assign a lead to a family. Follow through from initial inquiry to enrolment.
Waitlist - Manage both your internal and external waitlist.
Families - Store all information related to families, including engagement, activity and opportunities.
Enrolled - Gain access to a comprehensive list of all enrolled families within the service.
Centre - Top right corner. For multiple centres. Toggle between individual centres from one central place.
Notifications - Bell icon - top right corner. Current notifications can be viewed here.
Account - Person icon - top right corner. Edit profile details, and different users. Logout here.
Quick Access
Accessed directly below the horizontal menu on the dashboard.
+ New Family
Shortcut to add a new family.
+ Tour
Shortcut to manually book a service tour for an interested family.
Leads Status
Capture leads in all stages of the sales process, from New Enquiry, to Waitlist, to Enrolled.
Select any category to view further details.
My Open Tasks
See current tasks in the My Open Tasks panel. You can also Add Task +
Tasks options include: call, email, book a tour, review, general.
Basic information is required to create a task. Once created, select the task easily from the My Open Tasks panel to edit, add details, or change the status.
Task status - Changing the status helps track the progress of your task. Know what is underway, and what has been completed. Colour coded for easy recognition -
Not Started (blue)
In Progress (yellow)
Completed (green)
Updating the status to Completed will resolve the task. It will no longer appear in the My Open Tasks panel.
Add / Create Task
Tasks can be added or created directly from the My Open Tasks panel by selecting the Add Task + tab.
Complete details (a red asterisk * denotes a required detail) then choose Add a Task.
Sales Pipeline Report
To the immediate right of My Open Tasks is the Sales Pipeline Report, which allows a snapshot of projected financials for the day, the week, and the upcoming month.
Sales & Tasks Funnel
Toggle between the Sales Funnel & Tasks Funnel with the pink tabs in the top right corner of the panel.
Sales Funnel
See the progression of leads and track through the various stages:
Enquiry, Engaged, Tour Booked, Tour Completed, Waitlist, Offered, Enrolled.
Select an individual lead to view further details, or edit.
Tasks Funnel
See all tasks, organised into categories. Select an individual task to view further details, or edit.
My Calendar
Accessed from the dashboard, only when the Tasks Funnel is displayed.
See a weekly view of your calendar. Add tasks directly by clicking anywhere on the calendar.
Hover over calendar items to view the essential task information. Select the eye icon to edit, or view, details.
