Manually Completing a Tour
Tours can be automatically marked as completed four hours after the tour end date. After this time, a family will automatically receive their ‘Thank you’ email with a link to the Feedback Survey. You can choose this setting in Tours --> Tour Settings.
To manually complete a tour:
- Locate the family’s waitlist application
- Click on the action button ‘View’ which will direct you to the family’s waitlist application summary page
- Locate ‘Tours’ section by scrolling down
- Locate the tour that you wish to mark as completed and use the drop-down menu to choose ‘Completed’
Note, A dialog box will appear to confirm your intentions. The family will receive a 'Thank you' email when the tour is marked as completed. If an administrator needs to change the status to a cancellation or no show, then they may do so after completion. However, the family will have received the 'Thank You' email prior.
Tour No-Shows
- Locate the family’s waitlist application in the Waitlist grid.
- Click on the action button ‘View’ which will direct you to the Carer Summary page.
- Locate ‘Tours’ section by scrolling down
- Locate the tour that you wish to mark as ‘No Show’ and use the drop-down menu to select ‘No Show’
A dialog box will appear to confirm your intentions, as this action cannot be undone. An option to send or not to send No Show email is also now available.
Below an example of the No Show email template that will be sent to carers. They can click on the link to book a new tour. This email template can be edited in your system Settings under Email Templates.
Cancelling a Tour
- Locate the family’s waitlist application
- Click on the action button ‘View’ which will direct you to the family’s waitlist application summary page
- Locate ‘Tours’ section by scrolling down
- Locate the tour that you wish to cancel and use the drop-down menu to select ‘Cancelled’
A dialog box will appear to confirm your intentions, as this action cannot be undone.
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