The Tours page shows every upcoming tour in one place so you know who is visiting and when. For example, if a family doesn't show up, you can mark a no-show and send them an email to reschedule in a few clicks.
đ Not seeing brightwheel CRM in your account? New schools see it automatically, while existing schools need to opt in. Learn how to opt in.
View upcoming tours
Once youâve set your tour availability and shared it with families, you can view any upcoming scheduled tours from the Tours page.
Log in on the web
In the sidebar menu, go to CRM > Tours
Select the tab for upcoming tours
Take action on a scheduled tour
From the Tours page or a lead's profile, you can
Mark complete: Record that the tour happened.
Mark no show: Record that the family didn't attend. You can email them to reschedule.
Reschedule: Choose a new date and time for the tour.
Postpone: Move the lead back to Contacted with no other action.
Cancel: Cancel the tour and send the tour canceled email.
Take action on a scheduled tour
Log in on the web
In the sidebar menu, go to CRM > Tours
Select the tab for Upcoming tours
Check the box next to the tour you wish to edit, then hit Actions
Make your selection to mark as complete, no-show, reschedule, or cancel the tour
đĄ Tip: You can always adjust the Tour cancellation confirmation message from the CRM > Setup > Message templates page.
FAQs
What happens when I cancel a tour?
Brightwheel sends the family your tour-canceled email, which you can edit.
Can I change the tour emails?
Yes. Learn more in Customize and manage CRM message templates.
Can a family cancel or reschedule a tour on their own?
Not yet. Families need to contact your school directly.
How are CRM tours different from Sign-ups?
CRM tours are built into your pipeline. When a family books a tour, their lead moves to Tour scheduled automatically, and you can manage the tour from the Tours page or the lead's profile.
You can still use Sign-ups for tours, but they aren't connected to your leads, so we recommend CRM tours instead. Sign-ups work best for other events and supply collection.