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Additional Schedulers

Setting up a New Scheduler

The ability to have multiple schedulers is here to help you manage multiple events within your IntelliKid Systems platform! This way parents can schedule tours, as well as any additional events or meetings they want to attend at your center.

You may choose to use this feature to schedule:

  • Open Houses

  • Parents Night Out

  • Orientations

  • Community Events

  • Whatever you can think of!

Setting up Additional Schedulers for a Selected Location

Step 1 - Data Field Set Up

First, you will need to create a new data field for the new scheduler:

  1. Click Menu > Settings > Data Fields (Under LMS)

  2. Click Add Data Field in the top right corner

  3. Name the field and select Field Type: Schedule

  4. Click Save

Step 2 - Location Scheduler Set Up

Now you will need to set up the scheduler in the Location Settings:

  1. Click Menu > Settings > Locations

  2. Find the location you want to add the new scheduler to and click Details

  3. Click Schedulers near the top right corner of the Location Settings

  4. Click Edit to set the scheduler according to your center's needs. Block unnecessary dates and time as needed.

Step 3 - Webform set up

  1. Click here for detailed information on how to build a new landing page.

Step 4 - Workflow set up

  1. Click here for detailed information on how to build a new workflow.

Step 5 - Test Your Web-Form

Open your website URL and submit the web-form. You should only see the date(s) and time(s) that you’ve set in Step 2.

After submitting, your lead should appear in the system and workflow(s) should trigger.

For additional help, please reach out to our Support Team by using the chat icon in the bottom left corner of the screen.

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