Setting up Tours
  • 06 Mar 2024
  • 2 Minutes to read

Setting up Tours


Article Summary

Your that lets people request a tour of your space before commiting to a plan or making their first booking.

Every person who requests a tour is automatically added as a contact in your Nexudus account. They are also added as visitors on the Admin Panel.

Enabling the Tour Request Feature

In order to enable tours in your space, you need to enable the Tour Request feature and define a tour host.

Your tour host must be an admin user or have at least one role who also has a customer account.

If your admin doesn't already have a customer account, follow our tutorial on Creating Customer Accounts for Admin Users.

  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Click on the Features tab.

  3. Scroll down the page and enable the tour request form toggle.

  4. Click on More settings.

  5. Enable the Tour requests must be confirmed by an administrator toggle if you want an admin to manually approve every new tour request before confirming the tour.

  6. Enable the Tours can only be booked at specific hours/days of the week toggle if you want to set up a tour schedule.

  7. Set the Tours can only be booked at specific hours/days of the week toggle to YES if you want to define a tour schedule.

For more details, go to the Defining a Tour Schedule section.
  1. Select an admin under the Notify and make this user the host of tours requested via the Tour Form drop-down list .

  2. Click the Save Changes button.

Enabling Admin Confirmation for Tour Requests

You can choose to automatically approve all tour requests or require an admin to manually confirm every new tour request.

If you choose to enable admin confirmation, an admin user will need to manually confirm every tour request via the Visitors page on the Admin Panel.

Tour requests can be confirmed by any admin user allowed to manage visitors.
  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Scroll down the page and set the All tour requests must be confirmed by an administrator toggle to YES.

  3. Click the Save Changes button.

All tour requests will now require confirmation from an admin user. People who requested tours will receive a tour confirmation email as soon as their tour request is confirmed by an admin user.

Defining a Tour Schedule

You can control the time slots available to people who request tours. Defining a tour schedule is useful when you want to limit tours to certain days of the week or if the admin in charge of the tours is only available at specific times every week.

For example, you can let people book tours Monday through Friday between 1 and 4p.m. or Monday and Tuesday mornings between 9 and 10a.m.

Days without time slots will automatically become unavailable in the tour request form.

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  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Scroll down the page and set the Tours can only be booked at specific hours/days of the week toggle to YES.

  3. Click and drag your mouse across the time slots you want to make available each day.

Leave the day blank if you don't want to allow tours that day.

  1. Click the Save Changes button.

Tour can now only be requested within the time slots you've defined for each day.

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You can edit the schedule at any point to match your space's current tour availability.


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