> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.xap.rocks/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Lead CRM - Setup # Lead CRM - Setup ### Overview The Lead CRM will allow you to manage Tours and Booking enquiries for new Families for Enterprise Clients. ### Items * [Tour Calendar Settings](#3-tour-calendar-settings) * [iFrame Details](#3-iframe-generation) * [Tour Settings](#3-tour-settings) * [Tour Times](#3-tour-slots) * [Created Tour Times](#3-viewing-created-tour-times) ### Tour Calendar Settings To setup the Tour Calendar for the Service: 1. Select the Settings screen from the pop-out menu on the left-hand side of the program. 2. Select the Tour Calendar Setup option ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1cvyyxm.png) ### iFrame Generation The iFrame setting allows you to configure your Leads/Tour information for either your Organisation, Provider or Centre level. This screen also provides you with the links to add to eg, your services website or your communications. 1. Select **Generate iFrame** ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1p1gj95.png) 2. **Select the enquiry configuration** | Configuration level | Description | | ---- | | Organisation Level | Displays the Organisation information, Guardian can select any Service linked to the Organisation for the Tour/Enquiry | | Provider Level | Allows the Guardian to select any Service connected to the Provider | | Centre Level | Display a separate iFrame per Service (great for Organisations who have an individual web page per service) | | Note: The settings are generated each time they are needed and not stored as a saved setting. 3. Select the **iFrame** information ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_clpmiy.png) If **Centre level** is selected, you can select the specific Service, then generate the **iFrame** for the Service. ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_556pvw.png) ### iFrame Link The iFrame links can be inserted onto your Website by your IT Team. ![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_e69u4l.png) ### Tour Settings To configure the Settings for Tour Slots for the Service: 1. Select the **Edit Settings** option ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1tkw9aa.png) 2. Set the **minimum hours before tour time** to allow tour booking 3. Set the **minimum hours before tour time** to allow the tour to be re-scheduled 4. Set the **maximum number** of tours per tour time 5. Add the **email address** for Tour notifications 6. Add the **contact number** for the Tours 7. Set if you would like a **calendar & email** r**eminder** to be sent to Families and the Service and set the **time** 8. Select if you would like an automatic email to be sent to Families after marking a Tour **Completed** 9. Select if you would like an automatic email to be sent to Families after marking a Tour **no-show** 10. Set the **days of care** you provide 11. Add in Text for the **welcome enquiry email**. 12. Select if you would like custom or specified tags 13. Select the **Centre/s** to copy the settings across to (if applicable) 14. Select **Save** to save your Settings ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1yzl0nh.png) ### Tour Slots Once your Settings have been configured you can create the Tour Slots for the Service. 1. Within the Tour Calendar Setup Screen, select the green **+ button** ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_10j096m.png) 2. Select **Add Tour Slot** 3. **Tour Slot Period** - Set the Tour Start and End Dates 4. **Slot** - Select the Days Tours can be booked 5. **Tour Slot Time** - Set the times Tours can be booked 6. Select the + button to add further Tour Slot days and times 7. Select the **Service/s** to assign these settings to 8. Select **Save** button to save the Tour Settings ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1rpx8kl.png) ### Viewing Created Tour Times **The Tour slot days and times will display on the Calendar** ![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_a61bd4.png) To assist you further with this process see the Xap University video - [Lead CRM - Setup](https://xap.fleeq.io/l/72nelsq2wk-hy2i22fts6) or the full [Lead CRM and Waitlist Help page](https://help.xap.rocks/en/article/help-guide-lead-crm-managing-waitlists-guides-videos-xwnexf/)