📝 Family Tour Form
Capture family visits during a tour. Data lands in the Viewings sheet · optionally cascades to Waiting List · printable blank version for paper use.
🔍
Find their tour booking
Search by email, phone or name — pre-fills the form from the pipeline + fact file.
Every tour follows this
📜 The JLK tour script
Every tour, every family, in this order. If you haven’t done the course, do it before you lead a tour on your own.
- Loading the script…
What happens next?
✏️ Fill on device — enter details on a tablet during the tour, hit Save → lands in Viewings.
📋 Follow-up gets its own screen — the Viewings List is where you track "did we follow up · what did they say · are they joining the waiting list".
🖨 Print blank form — get an empty paper form to fill by hand.
🎯 Auto-suggests follow-up — 3 days after tour, the viewing shows as "follow-up due" on the list.
✏️ Fill on device — enter details on a tablet during the tour, hit Save → lands in Viewings.
📋 Follow-up gets its own screen — the Viewings List is where you track "did we follow up · what did they say · are they joining the waiting list".
🖨 Print blank form — get an empty paper form to fill by hand.
🎯 Auto-suggests follow-up — 3 days after tour, the viewing shows as "follow-up due" on the list.