Acknowledge a tour a family booked

• Director
• Admin
• Needs: CRM
• Desktop
• Phone
• Draft

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.

When a family books through your website or their tour link, the tour arrives unacknowledged. Acknowledge it so your team knows someone has seen it. You can't complete a tour until it's acknowledged.

Steps

From the Tour Calendar

1. On My Day, tap Acknowledgement Required on the Upcoming Tours tile. The calendar opens filtered to Un-Acknowledged.

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   My Day showing tours to acknowledge

2. Tap the tour. Tour Details notes that the tour was created by a parent.
3. Tap Acknowledge, then Approve.

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   Tour Details for an unacknowledged tour

From the lead

1. Open the lead's Lead Information sheet. The banner reads Tour needs confirmation.
2. Tap the banner, or tap Manage on the Tour scheduled row and choose Acknowledge tour.

Tips

• On the Tour Calendar, unacknowledged tours are white with a colored outline.
• To offer a different time, reschedule the tour instead. See Reschedule a tour.