Help & Support
Checkout our expanded help page.
*Recommended device is an Ipad or Larger.
The Navigation Menu
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
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.
Use Settings to:
Customize your details (Name. Company, etc.)
Preferences for questions & settings
Your Branding (colors, fonts, images)
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 EmailThey can also receive a copy of Visitor Details via email as they register
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
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