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Front Desk / SecretarySecretary

Managing visitor appointments, school mail, inquiries, complaints, and front desk operations.

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The Front Desk module gives your school secretary a digital operations centre — managing the flow of visitors, calls, mail, and inquiries without a single sticky note.

1. Appointments

Go to Front Desk → Appointments → New Appointment. Record: visitor name, purpose, the staff member they're seeing, date and time, and appointment status (Scheduled, Confirmed, Completed, Cancelled). The secretary's dashboard shows today's schedule at a glance.

2. Mail Log

Under Front Desk → Mail Log → Add, record each piece of incoming or outgoing correspondence: date, sender/recipient, subject, and action taken. Attach a scanned copy if your school has a scanner. The mail log provides a permanent paper trail.

3. Inquiries

When a parent or visitor calls or visits with a question, log it under Front Desk → Inquiries → New Inquiry. Set status to Open and assign it to the relevant staff member. Mark it Resolved when done, with a note of the resolution.

4. Complaints

Formal complaints from parents or students are logged under Front Desk → Complaints. Each complaint records: date, complainant, nature of complaint, action taken, and resolution. The head of school can monitor all open complaints from the same screen.

5. Secretary Dashboard

The Secretary Dashboard surfaces: today's appointments, mail items awaiting action, open inquiries, and unresolved complaints — all in one place, so nothing falls through the cracks.

Quick Steps

  1. Front Desk → Appointments to schedule and manage visitor meetings.
  2. Front Desk → Mail Log to record incoming and outgoing correspondence.
  3. Front Desk → Inquiries to log and follow up on parent or visitor inquiries.
  4. Front Desk → Complaints to record formal complaints and track their resolution.
  5. The Secretary Dashboard shows today's appointments and pending items at a glance.

Role

Secretary

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