Use the Admissions Visits options in the Marketing tab to add details of admissions visits. Setup basic details such as the type of visit and date. Further details, such as attendees and itinerary must be added later when you create a visit from the Marketing tab.
Admissions visits can also be added from the Applicants tab. See:
- Add Applicants to School Visits to create a new visit and add applicants to the visit in bulk.
- Applicant Visit Details to create a visit and add an individual applicant to the visit.
To add an admissions visit, follow the steps below:
- Open the Marketing tab in the Admissions module.
Admissions visits are listed by category under the Admissions Visits option in the right hand menu:
- Select the admissions visit category that you want to work with from the right hand menu.
- Click Add Quick Visit in the header bar:
A popup window is displayed:
- Enter a clear and concise Name for the visit (this is displayed throughout the module) and select a visit Category from the drop down list. See Manage Admission Visit Categories if you need to add a new category.
- Use the Notes field to add detailed notes, such as the reason for the visit.
- Use the Visit Date/Time Range section to enter a date and time for the visit.
- The Portal Settings fields are not currently in use.
- Use the checkboxes in the Visit Defaults section to:
- Mark All Attended. Any applicants that are linked to the visit are automatically marked as attending the visit. Attendance is displayed in applicant records. This checkbox is a useful time saving tool and ensures that attendees are included in visit statistics.
- Requires Feedback. This function is not currently in use.
- Click either:
- Save Visit.
or - Save & Add to add another visit.
- Save Visit.
- You can now add applicants and an itinerary to the visit.