What is Visit Management?

  • Assist in facilitating a center tour or appointment visit for potential child enrollment:
  • Automate emails to parents for scheduled visits and reminders before the visit.
  • Manage visits according to center availability.
How to create center visit for interest(s)?


Step 1: Go to Interest Management under the Enrolment menu.



Step 2: Select by checking the boxes of the students to arrange the center visit



Step 3: Click on Choose Action > Create Visit For Parent.



Note: Visits can only be scheduled by parents who have registered interest in the center.


Step 4: In the Calendar, select the slot of the scheduled visit


Step 5: In the Create New Visit pop-up, enter the following fields:

i. Visit Title

ii. Visit Type > Center Visit / Aptitude

iii. Visit Mode > Physical / Virtual (if virtual, create the link via Teams)

iv. Adjust the date and time

v. Note




Step 6: Once done, click on Create Visit



⚠️ NOTE

  • The Visit Title should be meaningful to identify the event's purpose, for example, the Child’s Name + Date of Visit, etc. 
  • Centers are to conduct physical tours unless there are communicable disease outbreaks in the center.
  • Microsoft Teams is preferred for virtual meetings.



Step 7: Once you have entered all the details, click on the Create Visit button to confirm.



Step 8: Your new visit should now appear in the calendar according to the date and time you set.



Note: In the interest Activity Log, the created visit will be logged as an acitivity. 
Details of the visit date and time are shown.





Parent's confirmation email