How to schedule a tour for a CRM entry
- Go to CRM
- Select the CRM entry you wish to schedule a tour for.
- When the child’s information expands, scroll down to the orange box on the right called “Book A Tour”
- From the drop-down menus provided, select the program of interest and date of the scheduled tour.
- Save – This will prompt Kindertales to send an automated confirmation email to the family that can be seen in the Communication section of the child’s inquiry
- Once the tour has been completed you can record who gave the tour and record any necessary notes.