Skip to main content

Enquiries | Manage Viewings

The viewings page keeps an accurate record of all the visits that took place as a result of an enquiry being made or input by the nursery.

Abbie avatar
Written by Abbie
Updated over a month ago

Viewings

The viewings tab is to keep an accurate record of all the visits that took place as a result of an enquiry being made or input by the nursery.

  • More > Enquiries > Viewings (left side tab)

Use the date range filter on the calendar to select specific periods for Viewings information.


Edit a Viewing

You can amend and update the viewing information such as the show around time, date, staff member, status & add any additional notes.

  • More > Enquiries > Viewings > Click into specific viewing > Update status: Attended, Cancelled, etc. > Save.


Export Viewings

  • Viewings > 3 dots: Export > select the member of staff you wish to export the report to > select the date range of the enquiries you wish to export > Export.

Once exported the specific chosen member of staff will receive a CSV export.

Did this answer your question?