Viewings Page
The viewings page 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.
How to access the viewing page?
More > Enquiries > Viewings
On this page you can use the search bar and enter the name of a member of staff, child, or the name of the contact to search for specific show-arounds. You can also use the date range filter on the calendar to select specific periods for show-around information.
How to edit the information on a viewing?
At any time 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 specific information > Save.
Finally, you can export information from this page.
More > Show Around > Click the three dots > Select 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.