Help & Support

Getting Started

Getting Started Quickly is very easy to do!
Checkout the Navigation Menu Tour and then Getting Started Parts I & II below.


The Navigation Menu

View Visitors Allows you to:
View All Visitors at once or view visitors by Property.  When doing an Open House the Visitors will show here automatically as they register.

 

Properties & Flyers
(is probably the main page you may use all the time) Here you can:

Add/edit new properties (for Open Houses)
Check out Visitors for each property
Create Flyers for each property

 

Use Settings to:
Customize your details (Name. Company, etc.)
Preferences for questions & settings
Your Branding (colors, fonts, images)
Smartphone Settings
Your Account & Billing

 

Use Marketing to:
Setup & Customize a Visitor Welcome Email (received after they register)
Setup & Customize a Welcome Text *Text Messaging Add-on needed
Email & Text Messaging Drip Campaigns (customize, enable/disable and stop running drips if needed)

 

Manage Your Team Here
Add / Remove / Edit Team Members
View Member’s Visitors
*If member has allowed this
View / Edit a Member’s Properties
Create a Flyer for a Member

 

Coop Partners allows you to:
Add ‘Virtual’ Coop Partners that can be ‘Activated’
Partners can be added to Flyers, Open House sign-in pages, Welcome Email
They can also receive a copy of Visitor Details via email as they register

 

Quick Flyers
Allows you to Create a Flyer with just a few clicks
Does not have as much functionality as Property Flyers
Does not have any choices for designs, colors, Teams & Coop Partner Flyers

Quick Start
A great place to start if you have just signed up with a new account

 

Help & Support (This page)
Contact Support anytime!


GETTING STARTED – PART I

1st, Lets Check and edit your Info, Settings & Images. Then Generate a Quick Flyer.

Once received you can print the Flyer, then display it at your Open House for Visitors to use to sign in on their Smartphones by scanning the QRCODE or Texting.


GETTING STARTED – PART II

Add a Property, Add a Property Flyer & View a Property’s Visitors.

View an Open House’s Visitors:

Create a Flyer for a Property

Add a Property
Click Properties, Click Add Property, then add property address, images and info

OPEN HOUSE WIZARD

TAP FOR MENU
You have a FREE Account, so
You can access GREEN menu items.