The "Home visit & Tour" tab of the family profile page allows admins to schedule home visits or tours for that particular family. To set up tour time slots, go to the Camper Menu > Tours.
Home visit
To schedule a home visit with a family, click "+Schedule home visit..."
- Date
- Time
- Notes
- Click "Schedule home visit" to save
The home visit is now scheduled.
Tour
To schedule a tour with a family, click "+Schedule tour..."
Colors on the calendar indicate tour availability:
Green=tour slots are available
Red=all tour slots are full
Gray=no tour slots have been set up.
See documentation on creating a tour schedule for more information.
If the tour needs to be rescheduled or removed all together this can be done here as well.
Schedule a Tour
Click "+Schedule tour..."
The tour calendar will open to the current day.
- Select the date you wish to book the tour for. The color of the date on the calendar indicates tour slot availability: green days have tour slots available, red days have all tour slots booked and gray days do not have tour slots set up.
- If you opened the tour calendar from the Family Profile page, a green box will indicate the family you are booking the tour for.
Click the time you wish to book the tour for.
A pop-up window will open for you to enter information about the tour.
- The Family name will appear automatically if you opened the tour calendar through the Family Profile page. Note: Double-click the red "X" if you would like to schedule the tour for a different family. If you are booking directly through the tour calendar, enter the name of the family you are booking the tour for.
- Select the Number of people coming on the tour
- Enter the name of the Tour guide
- Add any Notes you would like to make for the tour. Notes will also appear on the Family's lead card
- Click "Submit" to schedule the tour
The tour is now scheduled. The number of people, tour guide, or notes can be edited by double-clicking within the appropriate column. Double-click the red minus sign next to the family name to unschedule the tour.
Printing tour schedules and lead cards
- Click the printer icon to print a list of the day's tours
- Click the lead card icon to print lead cards for the day's tours
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