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Adding a personal tour registration

Hannah Moser
  • Updated

What is covered in this article? 

Adding a personal tour registration via Student Details

  1. Navigate to Inquiries > Students List.
  2. Find the student who you would like to register for a tour. Click on the student name or the pencil icon to access the Student Details page.
  3. Click the "Personal Tour" button at the top of the page or the "Register for a Personal Tour" button at the bottom of the page.Screen_Shot_2021-08-30_at_4.06.10_PM.png
  4. In the "Register for a Personal Tour" pop-up window, choose whether to create a new tour or join an existing tour.
  5. Fill out the form fields, but do not click any "Check In" boxes unless it is truly the day of the tour and you are checking in the family. Click Save. 

Your entry will now appear in the student's Activity Log at the bottom of the page. The entry will also appear in the Activity Log of each contact associated with the student.

The student and contacts will appear in the RSVP List for the given tour. You can view this list by clicking into the Personal Tour Details page under Events > Personal Tours. 

 

Adding a personal tour registration via Contact Details

  1. Navigate to Inquiries > Contacts List.
  2. Find the contact who you would like to register for a tour. Click on the contact name or the pencil icon to access the Contact Details page.
  3. Click the "Register for a Personal Tour" button at the bottom of the page.Screen_Shot_2021-08-30_at_4.21.00_PM.png
  4. In the "Register for a Personal Tour" pop-up window, choose whether to create a new tour or join an existing tour.
  5. Fill out the form fields, but do not click any "Check In" boxes unless it is truly the day of the tour and you are checking in the family. Click Save. 

Your entry will now appear in the contact's Activity Log at the bottom of the page. The entry will also appear in the Activity Log of each contact and student associated with this contact.

The student and contacts will appear in the RSVP List for the given tour. You can view this list by clicking into the Personal Tour Details page under Events > Personal Tours. 

 

Adding a personal tour registration via the Personal Tours page

  1. Navigate to Events > Personal Tours.
  2. Find the tour for which you would like to add a registration. Click on the tour name or the pencil icon to access the Personal Tour Details page.
  3. Scroll to the section called RSVP List. Under the list of students and contacts, click the "Register Attendees" button.

Screen_Shot_2021-08-30_at_4.31.38_PM.png

  1. Use the "Select Contact" or "Select Student" button to add a family to the registration.
  2. Fill out the form fields, but do not click any "Check In" boxes unless it is truly the day of the tour and you are checking in the family. Click Save. 

Your entry will now appear in the RSVP List for this event. It will also appear in the Activity Log of each relevant contact and student.

Screen_Shot_2021-08-31_at_4.12.50_PM.png

 

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