Use the Visits tab in an applicant record to log details after an applicant has visited your school. Create a past visit record and add an individual applicant to the visit. This is useful for logging past individual visits, such as school tours.
It is recommended that school visits scheduled for future dates, such as 'Open Days', are created in the Marketing tab. You can then add selected applicants to the scheduled visit using the pink drop down list.
An example of the Visits tab is shown below:
Choose to:
- Create a group visit and add applicants to the visit using the admissions visit wizard.
- Add a quick visit to an applicant record.
- Print a hard copy of a visit report.
- Edit a listed visit from an applicant record.
- Remove an applicant from a visit and delete the visit from iSAMS.
- Manage admissions visit itineraries.