Set Up Location Calendar – View Dates
There are two places in the system you can manage your calendar of available times for parent scheduled tour bookings.
1.) On the home screen when you login to the CRM system > Navigate to a location level hierarchy > Click the calendar icon with a pencil in the top right
2.) Navigate to Settings > Extra Settings > Self-Scheduled Tours > View Dates
View Dates displays a calendar of time ranges in each series as well as all scheduled tours. Here, modify individual dates that vary from the weekly pattern created in Tour Settings. For example, the center may close for holidays or inclement weather, or tours may not be offered when a state agency visits.
On the monthly view:
Single Family Series are numbered, and each time range is displayed separately.
Multi-family tours are market with an “M” in the blue circle and an orange multi-family icon.
Scheduled tours are displayed on their appropriate dates.
Blue dates indicate days when tours are available, but none are scheduled.
Green days indicate tour availability and booked tours.
Orange dates indicate that all available tours are filled up.
White indicates a day when tours are not offered.
Scroll through months – up to a year ahead – with the arrows on top of the calendar to the left.
Toggle from the month to today’s date view with the Month/Day toggle on top of the calendar to the right.
Click a date for a detailed view and to edit.
Set Up Location Calendar – View Dates: Modify Specific Dates
Settings > Extra Settings > Self-Scheduled Tours > View Dates > [Select Date]
To modify tour availability on a specific date, click to the desired month, then click the date you wish to modify.
Scheduled Tours appear in the far-right column.
(Single family tours are divided into their respective series columns if simultaneous tours are permitted in Tour Settings. Multi-family tours appear in their own column.)
To delete a time range, click the red X.
To change the beginning of a time range, click and drag the entire range.
To change the end of a time range, hover over the bottom on the range until a white double arrow appears. Click and drag the bottom up or down. The top of the range will not move.
To create a new time range, click on the start time and drag to the end time on an unscheduled space. Clicking and dragging creates a light blue area which turns gray when the mouse (or touchpad) button is released.
NOTE: Changing tour availability DOES NOT affect scheduled tours. A reassuring alert appears when modifying availability on a date when a tour is scheduled. If a scheduled tour needs to be cancelled or moved by the center, it must be done via conventional communication with the lead and manual action in ChildCareCRM, just as with center-booked (or enrollment team-booked) tours.
