Lead Capture Setup: Scheduling a Tour

You have the ability to add a content block for prospective clients to schedule tours/appointments directly from your lead capture form.

NOTE: If you have a Venue Management account, your content block will be titled "Schedule a Tour". If you have an Event Management account, your content block will be titled "Schedule an Appointment". 

To Add/Customize a "Schedule a Tour/Appointment" Content Block

1. Log into your Planning Pod account, click on your name in the main menu > Settings.
2. Under the Lead Management heading, select "Lead Capture Forms".
3. Click to open the form to which you intend to add a preferred event date content block. 
4. Select "Add Content Block" > "Schedule a Tour/Appointment". 
5. In the panel that appears, you have the ability to:
   • Edit the label for this field 
   • Make the field required/not required
   • Block out weekdays that are unavailable for tours/appointments
   • Block specific individual dates that are unavailable for tours/appointments (add as many as needed)
   • Designate the number of tours/appointments that can occur at the same time
   • Determine how far out tours/appointments can be scheduled
   • Determine how far in advance tours/appointments can be scheduled
   • Designate available tour/appointment hours
   • Designate tour/appointment duration
   • Add a time buffer between tours/appointments
   • Set up to 3 email and/or text reminders for tours/appointments
6. Hit "Save" to add the content block to your lead capture form.