Lead CRM - Blocking out Tour Slots

This article will assist you with blocking out Tour Slots for your Service.

Overview

The Tour slots are linked to the Lead CRM system within Xap. This allows you to capture Expressions of Interests from Families and book them into Tours for your Service.

However, if there are periods that you would like to Block out for example. Holiday periods when your Service is closed. You can Block these out within your Calendar.

Blocking out Tour Slots

Once your Settings have been configured you can create the Tour Slots for the Service.

To assist you with the Full Lead CRM setup see: Lead CRM - Setup

Within the Tour Calendar Setup Screen, select the Green + button

Select Block out Tour Slot

Start Date - Add in the Date to start blocking Tours from
End Date - Add in the End date to block out Tours for

Note: This can be for a single day eg. Public Holidays, or for a period eg. School Holidays. Or simply if you wish to indicate to other people in your Organisation Days and Times that you don't want Tours to occur.

Slot **- Select the Days Tours **cannot be booked
Start Time - Select the Start Time Tours cannot be booked
End Time - Select the Start Time Tours cannot be booked
+Slot - Select if there are more Days or Times that are being blocked out or
Select the Service/s to assign these settings to
Select Save button to save the Tour Settings

In this example we blocked out a whole day.

The Blocked out Tour Days and Times will display on the Calendar

To assist you further with this process see the Xap University video - Lead CRM - Setup or the full Lead CRM and Waitlist Help page

Updated on: 15/06/2022

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