Cancel a tour

• 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.

Canceling notifies the family's contact that the tour is off. The reason you enter is saved in the lead's Communication Log.

Steps

From the lead

1. Open the lead's Lead Information sheet. On Tour scheduled, tap Manage, then Cancel tour.
2. On Cancel tour?, tap Cancel tour.
3. Enter the Cancellation Reason *, then tap Cancel Tour.

   Screenshot coming soon01 · /crm

   The Cancel Tour sheet

From the Tour Calendar

1. Tap the tour, then Cancel on Tour Details.
2. Enter the Cancellation Reason * and tap Cancel Tour.

Tips

• To back out, tap Keep tour on the confirmation or Keep Tour on the reason sheet.
• To offer a new time instead, reschedule the tour.

FAQ

• Can I deny a tour a family booked? There's no separate deny button. Acknowledge it and reschedule, or cancel it with a reason.
• Can I cancel an unacknowledged tour from the calendar? Acknowledge it first, or cancel it from the lead's page.