Managing "Self-Arranged" Free Previews




  • Meredith Mitchell Gornto

    Is this feature still under consideration?  Currently I list preview families on my waitlist so I don't lose track of them but a separate Preview category would be great.  Thank you!

  • Gerry Cobley

    It looks as if the feature that is needed is a way for an owner/admin to create a preview rather than only the new prospect being able to do that as it is today.

    There is a workaround, because owners can always go to the public site and schedule a preview on the family's behalf.

    If I understand correctly, the issues with this option is that there is no control of whether the family receives an email (they will) and the exact date of birth is not known.


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