Leasing agents can create showings directly from the Showings dashboard. Here's how:


  1. Start Your Showing
    From the menu, click on Prospects → Showings. The Showings dashboard will appear. Click the Add New button.

  2. Add Showing Details
    Add details such as the property, unit type, and booking date.

  3. Select a Time Slot
    When you select a booking date, available time slots will appear. Select your desired time. If no slots appear, no availability exists for the date selected. Once the slot is selected, click the Continue button.

  4. Select or Create a Lead
    To add a lead to the booking, enter their name, phone number, or email address in the search box.

    If you're creating a booking for a new lead, click the Create New Lead link. Add details to the lead, such as their name and contact information.
  5. Add Additional Information
    Add a move-in date, the lead's traffic source, preferred budget, and notes.

  6. Choose Notification Methods
    The lead may have already indicated their preferred notification method, but you can change this when necessary. You can select email, SMS, or both.

  7. Confirm and Book
    When you're done, click the Confirm and Book button. The lead will receive a confirmation of their upcoming showing.


Was this article helpful?
0 out of 0 found this helpful