What families see on their tour link

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

If you don't see this

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

Every lead gets a private self-service page. Asilo puts the link in the emails and texts it sends the family, such as the "thanks for reaching out" email and tour confirmations. Staff don't need to copy or send it.

Steps

What the family sees when they open their link:

1. No tour yet: Book a tour at your school. They pick a time, confirm their email, phone and child name, add Notes (optional), and tap Book this tour.
2. Tour booked: Your tour at your school with the date, time and child. They can tap Reschedule to pick a new time and Confirm new time, or Cancel tour.
3. Tour already happened: Welcome back, with Schedule another tour.
4. Past tours are listed at the bottom.

What you see in Asilo:

1. A tour a family books arrives unacknowledged. Acknowledge it.
2. Reschedules and cancellations appear on the Tour Calendar and in the lead's Activity.

   Screenshot coming soon01 · /crm

   A lead's Activity showing automated tour messages

Tips

• Families only see times from your Tour Settings.
• Older emails may carry a single-tour link ending in /tour/…. It lets the family reschedule or cancel that one tour.

Troubleshooting

• The family sees "This link isn't valid". The link is incomplete or expired. Ask them to open it again from the email, or schedule the tour for them. See Schedule a tour.
• The family sees "You're moving fast". Too many tries in a short time. Waiting a few seconds fixes it.