Lead CRM - Guardian Booking a Tour

This article will assist you with the process for a Guardian to book a Tour for your Service.

The Lead CRM will allow you to manage Tours and Booking enquiries for new Families for Scale and Enterprise Clients.

Guardian process

The Guardian will be able to access your Enquiry form via your Website or Social Media platform.

Centre selection.

If your Tours have been generated for the Provider the Guardian will be able to select their preferred Centre, or if set to Centre level the Guardian will only have 1 Service to select from.

Add in their Guardian Information
Add in their Child Information
Date of Birth of the child or expected due date
Other information regarding booking request

When they are looking at commencing care
Days of Interest for care
Would they like to book a Tour
Date to book the Tour for
Time to book in the Tour for
How did the Guardian hear about the Service
Submit the Enquiry

The Service will receive a new Waitlist enquiry and Tour Booking email.

For further assistance with this process see the Xap University Video or the full Lead CRM and Waitlist Help page

Updated on: 17/08/2022

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