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
To setup the Tour Calendar for the Service:
- Select the Settings screen from the pop-out menu on the left-hand side of the program.
- Select the Tour Calendar Setup option
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.
- Select Generate iFrame
- 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) |
- Select the iFrame information
If Centre level is selected, you can select the specific Service, then generate the iFrame for the Service.
iFrame Link
The iFrame links can be inserted onto your Website by your IT Team.
Tour Settings
To configure the Settings for Tour Slots for the Service:
- Select the Edit Settings option
- Set the minimum hours before tour time to allow tour booking
- Set the minimum hours before tour time to allow the tour to be re-scheduled
- Set the maximum number of tours per tour time
- Add the email address for Tour notifications
- Add the contact number for the Tours
- Set if you would like a calendar & email reminder to be sent to Families and the Service and set the time
- Select if you would like an automatic email to be sent to Families after marking a Tour Completed
- Select if you would like an automatic email to be sent to Families after marking a Tour no-show
- Set the days of care you provide
- Add in Text for the welcome enquiry email.
- Select if you would like custom or specified tags
- Select the Centre/s to copy the settings across to (if applicable)
- Select Save to save your Settings
Tour Slots
Once your Settings have been configured you can create the Tour Slots for the Service.
- Within the Tour Calendar Setup Screen, select the green + button
- Select Add Tour Slot
- Tour Slot Period - Set the Tour Start and End Dates
- Slot - Select the Days Tours can be booked
- Tour Slot Time - Set the times Tours can be booked
- Select the + button to add further Tour Slot days and times
- Select the Service/s to assign these settings to
- Select Save button to save the Tour Settings
Viewing Created Tour Times
The Tour slot 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: 09/03/2026
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