Schedule a Showing
This guide will show you how to schedule a showing with a prospect. You can either send them the scheduling link or schedule it directly
To manually reschedule a showing, check out this guide
Via the scheduling link (recommended)
If this is a new prospect and you want them the do the prescreening before scheduling, use these instructions
Note: RentEngine automatically sends a scheduling link to prospects who inquired via a listing site or were added manually in the Command Center
- To resend the scheduling link, open the prospect in the Command Center. Then press "Action" at the top.
- A drawer will open from the right where you'll press "Send Schedule Link (Showing Desired)"
- If you'd like, you can add an internal note. You can also edit the text of the message that will be sent. When you're ready, press "Submit" at the bottom
- The prospect will then open the link to choose the day/time, do the prescreening and verify their ID document. If approved, the showing will appear on your calendar and the prospect will receive a confirmation text message
This action will also initiate the Showing Desired follow up sequence for the prospect
Scheduling it directly
If the prospect is already prescreened for another unit or you feel comfortable scheduling it without the prescreening, use these instructions
- To schedule the showing directly, open the prospect in the Command Center. Then press "Action" at the top.
- A drawer will open from the right where you'll press "Schedule Showing"
- If you'd like, you can add an internal note. When you're ready, press "Submit" at the bottom
- The showing will appear on your calendar and the prospect will receive a confirmation text message