This article outlines how to set up your tour and leads form in your CRM settings. You’ll learn to configure tour details, including duration, operating hours, and booking notice, as well as how to add terms and conditions. The article also covers creating and customizing your leads form, including adding fields and enabling the form. For a complete overview, you can read the full article or watch the video.
Step 1. Setting up your tours
Open the settings menu.
Once in settings, click CRM and then click Tours
Set the duration of your tour and select if you want to start tours at specific full hours (e.g., 11:00, 12:00).
Set the maximum advance notice for booking.
Optionally, add a specific link to redirect customers after booking.
Provide additional details about the tour in the "About" section.
Set your operating hours for the tour.
Note: If no set of hours is added in this step, the system will use the business hours set in the general settings.
To obtain your Embed code:
Click the "Actions" button
Click "Embed Code"
To Disable the tour option:
Click the "Actions" button
Click "Disable"
Archie tip: For a preview of how your tour settings will appear to customers, click the "Preview" button next to the "Actions" button.
Archie tip 2: You can also add terms and conditions already created to your tours booking by going to the Documents section and selecting the document desired.
Step 2. Setting up your Leads form
Open the settings menu.
Once in settings, click CRM and then click Leads form
Click the "Enter a Title for Your Form" section.
On the right side, specify the desired title and add a description for the form.
To set your fields:
By default, there are 3 fields created.
Modify them by clicking on a field and referring to the options on the right.
You can choose one of the existing names or customize one by selecting "Custom" from the property dropdown list and adding the necessary details.
f you want to add more fields:
Click the "Add Field" button.
Modify the new field by clicking on it and referring to the options on the right.
Once everything is set, click the "Enable form" button in the upper right part of the screen.
Archie tip: For a preview of how your Lead form settings will appear to customers, click the "Preview" button next to the "Actions" button.
Follow our next article to configure your integrations.