How to Close Out a Tour

How to Close Out a Tour

Context

‚ÄčClosing out a tour is important for the property as they can keep a track of all their prospects that showed up for the appointment and also send hyTours post-tour autoresponder emails (If activated). If the property has also subscribed for SMS, we will also send a post-tour automated SMS.

Tutorial

In this tutorial, you will learn how to close out a past tour.

Steps

You can follow these steps to close out a past tour:

Step 1 - Go to HyTours

Under your sub-org, go to 'hyTours'


Step 2 - Click on a Past Tour

Click on a past tour which you need to close out



Step 3 - Click on Yes, Toured or No Show

Based on whether the prospect toured at the scheduled date and time or not, you can click on these options to close the tour:
  1. Yes, Toured - If the prospect was present and toured!
  2. No Show - If the prospect was absent and didn't tour!



Depending on the option clicked, there will be an email and/or an SMS sent out to the prospect:
  1. If 'Yes, Toured' is clicked, there will be a 'Thank you...' email and/or an SMS sent out to the prospect
  2. If 'No Show' is clicked, there will be a 'No Show' email and/or an SMS sent out to the prospect

Step 4 - Go to Step 3 to Edit

If you made a mistake and clicked an incorrect option in 'Step 3', you can click on 'Edit' to change it



The desired past tour will be closed!

    • Related Articles

    • How to edit hyTours auto-responder emails

      Tutorial In this tutorial, you will learn how to edit the autoresponder email before a hyTours touring automation is triggered. There are 6 different tour automations as follows: Tour Scheduled Tour Rescheduled Tour Cancelled Tour Completed Night ...
    • Schedule and Use Live Virtual Tour

      Tutorial In this tutorial, you will learn how to schedule and use 'Live Virtual Tour' Step 1 - Schedule Live Virtual Tour - Prospect Step 1a - Schedule Tour from Property Website The prospect can go to the property website click on 'Schedule Tour' ...
    • Live Virtual Tours Set-Up

      Tutorial  In this tutorial you will learn how to set-up 'Live Virtual Tours' following the steps below Step 1 - Set Up Automations Step 1a - Navigate to Tour Scheduled Artie Go to your 'Org' in Hy.ly > Click on 'Automations' > Click on 'Playbooks' ...
    • Where To Find Tour Scheduler Embeds

      Context In this article, you will learn how to obtain the scripts for the tour scheduler and implement them on the website. There are three types of scripts that are used for implementing hyTours tour scheduler on the property website: Scheduler URL: ...
    • hyTours: ILS Authorization check

      Context The ILS Authorization, if implemented, enables the clients to use our OpenTours API, which will allow integrating our calendars with theirs. For example, if the property is authorized for Betterbot, Betterbot will be able to put tours on our ...