Best Practices Guide

Our best suggestions to have CRM+ running at maximum efficiency for your service!

Best practices > setting up the contact form

Best practices > setting up the contact form Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Set-up your contact form with all the applicable details of your service and embed it...

Best practices > utilising website plug-ins

Best practices > utilising website plug-ins Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   We live in an era where tasks need to be accomplished 24/7 around busy lifestyles. Eas...

Best practices > setting up the enquiry form

Best practices > setting up the enquiry form  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Setting-up an enquiry form so that families can contact you directly from your websit...

Best practices > adding families to your waitlist manually

Best practices - adding families to your waitlist manually  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   There are multiple ways to add a family to your service waitlist. One w...

Best practices > confirming your waitlist via internal email

Best practices > confirming a new family on your waitlist via internal email  Want to get the most out of Vacancy.care?   More benefits with less work...? Follow these best practice guidelines.   There are multiple ways to add a family to your ser...

Best practices > automatic reminders for your waitlist

Best practices > automatic reminders for your waitlist Want to get the most out of Vacancy.care?  More benefits with less work...? Follow these best practice guidelines.   Waitlist auto-reminders can be set-up within Vacancy.care to regularly pro...

Best practices > setting up the waitlist form

Best practices > setting up the waitlist form  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Set-up your waitlist form so that it matches the requirements of your service. This ...

Best practices > gather feedback after a service tour

Best practices > gather feedback after a tour of your service  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Getting f eedback from families who've recently toured your service ...

Best practices > setting calendar availability

Best practices > setting calendar availability for tour and meetings Main menu > Appointments c alendar > Availability settings The appointments calendar is specifically for external meetings like service tour bookings, orientation bookings, o...

Best practices > embed a tour booking link in your service website

Best practices > embed a tour booking link in your service website  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Allowing families to book a tour of your service directly from ...

Best practices > corresponding with families

Best practices > corresponding with families through Vacancy.care  Want to get the most out of Occupancy Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   In an ideal world, all correspondence with families wo...

Best practices > relevant contact details

Best practices > relevant contact details  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   When initially adding contact details into Vacancy.care for a family, be sure to include...

Best practices > utilising the family portal

Best practices > utilising the family portal   Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Linked to Occupancy Vacancy.care is a family portal that will save you time and ef...

Best practices > collect regular feedback

Best practices > collect regular feedback from enrolled families with satisfaction surveys  Want to get the most out of Occupancy Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Requesting f eedback from you...

Best practices > updating a task status

Best practices > updating a task status  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   To ensure you know the current status of any task, update the task as it progresses -  Not...

Best practices > using the my open tasks panel

Best practices > using the my open tasks panel  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   The  My Open Tasks  panel is found on the dashboard. It's a at-a-glance view of you...

Best practices > updating the stage of a lead

Best practices > updating the stage of a lead  Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Knowing the current stage of a lead will ensure you're always on top of opportunitie...

Best practices > future opportunities

Best practices > future opportunities Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Whenever a new family enrols or one of your currently enrolled families welcomes a new baby, ...

Best practices > family reviews are a great marketing tool!

Best practices > family reviews are a great marketing tool! Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines.   Vacancy.care  provides you with the means to gather reviews from your f...