Lead CRM - Enabling Service Tour Calendar Invites & Reminders

This article will assist you with enabling the Service Tour Calendar Invite and Reminders Option for Booked Tours.

Overview

Services can add a link to their website/social media to allow Families to send through a Lead or Book a Tour for your Service.

You can also enable an option that allows you to include a calendar invite in the tour booking successful email. Once added to your calendar, calendar invite will remind you as per the specified time.

Select the Settings Screen
Select Tour Calendar Setup icon

Select Edit Settings

Tick the option of *Generate Calendar Invite & Reminder
Set the Calendar reminder time.

0 Minutes
5 Minutes
15 Minutes
30 Minutes
1 Hour
12 Hours
1 Day
1 Week

Select Save

Adding to Calendar

Once a Tour is booked, the Service will receive New Tour Booked email.

Select the Attachment to the New Tour email

Select Yes to add to your Outlook Calendar.

To assist you further with managing Leads see: Help Page - Lead CRM & Managing Waitlists Guides & Videos

Updated on: 17/08/2022

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