How to View, Edit, and Delete Visits

Introduction

For walk-ins and unscheduled visits to your property, using the “Visit” function in hyTours is the definitive solution.

This tutorial will go over how to view details of a visit, edit the details of a visit, and delete visits.

How to View Details of a Visit

Step 1

Login to hyTours.

Step 2

Click on the visit you wish to view.

Step 3

Click the arrow icon next to the prospect’s name to view the activity stream

Step 4

Click on the “…” button next to the visit event if the prospect toured. The details of the visit may appear automatically once you reach the activity stream page if there was no tour. The notes that were written for the prospect’s visit are available to view under their activity stream timeline.

 

How to Edit Details of a Visit

Step 1

Click on the visit you wish to edit.

Step 2

Overwrite or readjust any of the fields you wish to edit.

(Note: the only field that cannot be edited is the email field.)

Step 3

Click “Update Visit”.

Step 4

View changes in the activity stream. The new edits will overwrite the previous entries and appear in the same activity as part of the activity stream.

How to Delete Visits

Step 1

Click on the visit you wish to delete.

Step 2

Click “Delete.”