← All help guidesAdd one enquiry
1.
Open Enquiries → Add enquiry → Single enquiry.
2.
Enter the learner's name and contact details. Add source, transmission, availability and relevant notes.
3.
Choose Add enquiry and check it appears in the list.
4.
Open its review, update the Status and choose an Instructor when agreed.
5.
Choose Convert to pupil when ready, then check the new record in Pupils.
An enquiry is not a confirmed lesson booking. Book the lesson separately in Diary after conversion and assignment.
Import enquiries from a CSV
In Add enquiry, choose CSV import. Choose the CSV file or enter its CSV data, then read the Pre-import review. Correct invalid rows and repeated entries before choosing Import CSV. This enquiry import supports up to 250 rows. Instructor assignments are not included: assign them after import.
For an existing school's pupil records, lessons or balances, use Switch to DriveBest instead. If conversion does not work
Check that an active teaching instructor is available and read the displayed error. Search Pupils before trying again so you do not create a second record for the same learner.
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