How to Book a Tour for New Families

The video below will provide an overview of the 3 ways tours can be booked, including how to book families that are not registered on your waitlist. The article then takes you through the specific steps for non-waitlisted families.

Please note that the steps outlined below will add families to the Waitlist. If you wish to book a tour for a family in a Lead status and keep them in a Lead status until you're ready to manually move them to the Waitlist, please follow these steps. 

1. Click Tours on the header menu
2. Click Booked Tours on the left-hand menu bar
3. Click Add Tour button on the right-hand side of the tour page (situated above the calendar)

4. Complete Carer Contact Information and click Next

5. Choose your Calendar (you must set up calendars to book tours)
6. Choose your date and time, and click Next (bold dates represent available tour slots)
   Note: If you are choosing a time outside your regular set-up time slots, click the checkbox Choose Custom Date & Time
7. Click Next button to continue
   
8. Complete Child Details & Care Requirements Information
9. Click Submit button to complete

Important Note:

When a non-waitlisted family is booked in for a tour, the family will automatically be added into the system under a Waitlist status. You may now search for their record/application. The new family will receive email communications that alert them that they have a tour booking and that they have been added to the waitlist system.

You will need to ensure these communications are clear. You can edit these communications by editing the email template Tour Confirmed.