Reschedule 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.

Rescheduling keeps the same tour and sends the family one "tour rescheduled" notice.

Before you start

• Finish Schedule a tour first.

Steps

1. Open the lead's Lead Information sheet.
2. On the Tour scheduled row, tap Manage, then Reschedule tour.

   Screenshot coming soon01 · /crm

   The tour Manage menu on Lead Information

3. Under Select Tour Date, pick the new day, then tap a time under Available Times.
4. Tap Reschedule Tour.
5. On Reschedule tour?, tap Reschedule. You'll see Tour rescheduled successfully.

Tips

• On the Tour Calendar, Reschedule on Tour Details works differently: it asks for a Cancellation Reason, cancels the tour, then opens Schedule Tour for the new time. The family gets a cancellation notice for the old tour. Use the lead page when you want a single reschedule notice.
• Families can reschedule on their own from their tour link. See What families see on their tour link.