This feature is for Office or Concierge subscription level users only. When logged in as an office staff member or broker, you can manage showings and activity of your agents.
Working with certain companies or agents
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Click Select Team to view your office and agents.
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You can use this screen to view certain offices (where applicable) and select agents.
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Select which agents to work with and hit save.
Viewing the office dashboard calendar
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Here you can view appointments in your office by month, week, or day. There is also a list view we will show you.
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Example of the day calendar view.
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Example of the week calendar view.
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Now view the list view by selecting the button on the right.
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Example of the list view. The agent impacted comes up when you hover over the appointment here.
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As you hover over appointments, you will see the agent impacted by the showing.
To view details about the showing, click the calendar icon for it.
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Here you will see the showing details including agents involved.
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You can also view itinerary details by selecting them on the calendar view as well.
Reviewing showing requests and resending requests
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To review a request that has come in for a listing in your office, select review request.
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You can approve or decline the showing here.
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You can also resend a showing request to an agent with a listing outside of your company's listings.
Filtering the calendar view
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You can filter your calendar view by showing or listing agent and showing appointment status. Start by clicking the filter button.