Schedule 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.

Staff-scheduled tours are confirmed right away and appear on the Tour Calendar.

Before you start

• Finish Set tour times and blackout dates first.

Steps

1. Start from the lead or the calendar:
   • On the lead's Lead Information sheet, tap Schedule on the Tour scheduled row.
   • Or on the Tour Calendar, tap + (Schedule Tour) and pick the child.

   Screenshot coming soon01 · /crm

   The Schedule button on a lead's Tour & follow-up card

2. Under Select Tour Date, pick a day.
3. Under Available Times, tap a time.
4. Tap Create Tour. You'll see Tour scheduled successfully.

   Screenshot coming soon02 · /crm

   The Schedule Tour sheet with a date and time picked

Tips

• Times come from Tour Settings. Blackout dates have no times.
• From a child's Enrollment CRM card, the round button's Schedule Tour opens the same sheet, or the existing tour if one is booked.
• After you log a contact, Schedule Tour is one of the next-step choices.
• Once a tour exists, the lead's row shows Manage for rescheduling or canceling.

Troubleshooting

• "No available tour times." Nothing is open that day. Pick another date, or add hours in Tour Settings.
• The child isn't in the list from the Tour Calendar. The list shows new leads and registered children. Schedule from the lead's page instead.