Checklists for Tours and Open House events - how to process without one?

Anne Coyner

Hi, we are new to BB, and I need to process people who have signed up for tours and an Open House. To process them requires we give a checklist. We don't have a checklist for events like this and need to know how others get around this. We also don't want to give them a checklist when they are only at the point of a tour or Open House attendance. Help!

Barbara V Glass

@Anne Coyner
We created an inquiry checklist and added several steps.

Inquiry

Tours and Open Houses

Apply Now

Once the parents submit the application the admission testing requirements will appear as additional steps.

Anne Coyner

@Barbara Glass
Thanks so much, Barbara! This is useful information.