Schedule customer site tours
Book construction-progress tours for existing customers so Sales can show the project is on track and keep the customer engaged until possession.
A customer site tour is a post-booking visit — the customer has already bought and comes back to see construction progress, review changes, or walk their unit before possession. Unlike site visits (pre-booking prospects), tours are visible to the owning Sales rep so they can host them personally.
Schedule a tour
Step 1: Open Visitor management → Customer site tours
Click Schedule tour.
customer-site-tours-01.png
Step 2: Pick the customer and booking
Select the booking the tour is against. The project pre-fills from the booking.
Step 3: Set date, time and host
Pick the slot and the host rep. The customer gets a confirmation WhatsApp or email if those integrations are configured.
Step 4: Save
The tour is now on the host's Today list.
Mark the tour outcome
Step 1: After the tour, open it
Mark Attended or No-show and add outcome notes — concerns raised, change requests, hand-over readiness.
Customers with repeated no-shows for progress tours tend to be dissatisfaction warnings. Flag them to the account manager early.
What's next
- Site visits — pre-booking tours for prospects.
- Bookings — see the owning booking record.