Book a Tour for a Lead

Please ensure you have created a Tour Booking Calendar with Time Slots before proceeding with the below steps. 

1. To book a Tour for a child in a Lead status, search for and open the Child Summary:

2. In the Child Summary, scroll down to the Tour section. Click 'Add Tour'. 

3. a) Choose the Centre from the drop down menu.

b) Choose the Calendar from the drop down menu.

c) Select a date. Anything with a grey shaded box in bold has availability. 

d) Choose an Available Time Slot from the listed options. If the preferred tour time is not available or you are recording a tour date that has passed, you can use the Choose Custom Date & Time calendar tool.

e) Click Add Tour.

The below Tour will now be visible in the Child Summary: 

Email/SMS Configuration

This SMS option is auto-selected to send emails. If you do not wish to send a confirmation email, please untick 'Send Confirmation Email/SMS' prior to clicking 'Add Tour.'

Add a Custom Tour Time

To add a Custom Tour Time outside of the Tour Time Slots created on your Tour Calendar:

1. Open the Child Summary as above.

2. Scroll down to the Tour section.

3. Select Add Tour.

4. a) Choose the Centre from the drop-down menu.

b) Choose the Calendar from the drop-down menu.

c) Select the Choose Custom Date & Time box.

d) Select a Tour Start Date.

d) Select a Tour Start Time and Tour End Time.

e) Click Add Tour. 

For more information, please email us at support@mywaitlist.com.au