How do I use the Journey AI Tours Agent Calendar?

a. Go to Journey AI Suite> Select Sub-Org> Click Tours> Click Agent Calendar.

 

agent calendar 1

 

b. By default, the page will display a Monthly view of the current month. You can change the month using < > buttons.

c. You can also choose Weekly view, Daily view, or Weekly list view.

d. You can use the Search button to search with the lead name or email. 

e. + Tour button will allow you to schedule a tour for a future date.

f. + Walk-In will allow you to log an unscheduled walk-in to your calaner.

 

agent calender image 2

 

g. The body of the calendar displays all the tours booked for the month, including upcoming and completed ones.

h. A legend in the lower left-hand corner of the calendar details the event types your appointments can be and the color coding system used to define them.

 

This legend can deactivate certain events to focus the calendar view or declutter it. This can be done by clicking on the events you wish to deactivate in the legend. So, for example, if you want to hide past events, click "Past" in the legend bar. Inactive event types will appear in the gray text in your legend.

 

i. To manage your appointments, click on each event.

 

Agent calander image 3

 

Next: 

How do I use the Amenity Reservation page as an agent?