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Use the Tour Calendar

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

The Tour Calendar lists your school's tours month by month and opens on today.

Steps​

  1. Open the Tour Calendar:
    • On My Day, tap the Upcoming Tours tile.
    • Or on the CRM dashboard, tap the Upcoming Tours tile.
    The Upcoming Tours tile on My Day
  2. Scroll up for past tours and down for future ones.
  3. Tap the filter icon (Filter Tours) and choose All, Incomplete or Un-Acknowledged.
    The Tour Calendar with the Filter Tours menu
  4. Tap a tour to see Tour Details: the child's age, date and time, the note, and the family's contacts.

Tips​

  • A white tour with a colored outline hasn't been acknowledged yet. See Acknowledge a tour a family booked.
  • A faded tour is complete. A tour with a red outline is past and not yet completed.
  • When families have booked tours you haven't acknowledged, My Day's Upcoming Tours tile shows Acknowledgement Required. Tapping it opens the calendar filtered to Un-Acknowledged.
  • The + button schedules a new tour, and the gear opens Tour Settings for Directors and above.