Build Itinerary via App (iPhone)
1
Select My Itineraries.
2
Tap the '+' to build a new itinerary.
3
Select the client.
4
Tap to pick a date for the itinerary.
5
Select preferred date.
6
Select a starting location.
7
Tap Start Building.
8
Tap Add Showing.
9
Search for a property to show.
10
Select property.
11
Tap Appointment Type.
12
Select preferred Appointment Type.
13
Select Appointment Duration.
14
Tap Add to Itinerary.
15
Repeat Steps 8-14 until desired listings have been added.
16
Tap Add a Stop to schedule a break in showings.
17
Put in the duration and give it a location (optional). Then tap save stop.
18
User will be alerted that optimization may have changed. You can tap the optimize button to reoptimize or request appointments.
19
Tap request showings to finalize
20
Confirm that optimization is on.