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.
