Lead CRM - Manually Creating a Lead

As a Service, you may have families who contact you directly to enquire about care for their child, this may be via:

• Phone
• Dropping into the service
• Social media marketing

Manually creating a Lead

To create a lead directly into Xap, from within your Waitlist & Tours screen select the green + add button.

1. Select New or Existing Family
2. Add in Guardian Contact details (note the mandatory fields with the *)
3. Add in the Child details and other information if applicable

4. Add in the booking request information
5. Select Yes or No to creating a Tour or sending a request to the Families to book a Tour
6. Marketing details can be added in as required
7. Select Save

Email Templates

Send Enrolment Confirmation email template

1. Select to view and confirm enrolment information.

2. The Guardian will be prompted to verify their details with their mobile number to manage the changes.

3. Then directed to the Lead enquiry page to complete the missing mandatory fields.

Request Guardian to book a Tour email

1. Click to manage their booking enquiry.

2. Manage their details or book a tour

Updated on: 26/09/2025