What are Tours?
Tours let customers schedule a time to visit your space in person. They can experience the value of your space for themselves, and you can show them why they should become a member.
How Tours Work
Customers can request a tour by clicking the link on your portal home page.
This link takes them to the tour request form, where they can fill in their information and select a date and time. The admin in charge of tours will receive a notification whenever someone requests a tour.
Customers who request a tour are added as contacts in Nexudus. They're also registered as a visitor on the Admin Panel.
You can also let customers request a tour as part of a plan enquiry.
Setting up Tours
Tours aren't available by default. You'll need to enable the tour section on the Admin Panel.
When you enable tours, you'll also need to define settings such as:
- When tours are available
- Which admin is hosting tours
- Whether tour requests must be confirmed by an admin
Once you've defined your tour settings, you can customize the tour request form to define what information you want to collect when someone books a tour. You can also link tour requests to CRM Boards to automatically add customers to your sales pipeline.
For more information, check out Setting up Tours.