AI Concierge
Enrollment → AI Concierge manages daily tours, admissions events and orientation sessions and the people registered for them. Your CRM stays the system of record; import its list here.
Before you start
Section titled “Before you start”- You need view events to see events and manage events to create or change them.
Create an event
Section titled “Create an event”- Select New event.
- Enter the Event name, choose the Kind (Daily tour, Admissions event or Orientation), set the Date, Starts and Ends times, the Location and a Description.
- Select Create event.
The events list
Section titled “The events list”The hero shows what is happening now or next, with Open event. Cards count upcoming, live, registrants and completed events. The table filters by All, Upcoming, Live now and Completed and shows each event’s kind, lifecycle, registrations and check-ins.
An event
Section titled “An event”- Cards for Registered, Checked in, Cancelled and No-show.
- Registrants: Import CSV (columns for first name, last name or name, email, phone, major, term and ID; rows already on the event are skipped and the result is reported), or add one by hand with First name (required), Last name, Email and Phone. Each registrant has a status of Registered, Checked in, Cancelled or No-show, and can be removed.
- Itinerary: stops with a time, name and location. Add stop, then Save itinerary.
- Questions needing a person opens the Review Queue for questions visitors asked the assistant about the event.
- Delete event.
Reporting
Section titled “Reporting”Reporting shows events, registrants, check-ins and no-shows overall and by event, with Export CSV. The export contains counts only, no personal data.
Related
Section titled “Related”View this page as Markdown for use with an AI assistant, or read the whole site at /llms.txt.