|3 min read | This article is for *agents*
Getting There: My Business --> Click on Listing --> Appointments --> Configure Appointments
If you are an agent who prefers to add their own showing instructions, this guide will introduce you how to do so!
Whatever you add on this screen will be reflected online, automatically setting booking restrictions for co-op agents (handy, we know).
This section is visible only to Administrators and the Answering Service when booking. Be sure to set your minimum notice, and any details admins need to know within the Admin Instructions (Internal) box.
Co-Op Agent Instructions
This section of the screen contains information that will be included in the confirmation email / phone call sent directly to Co-Op agents. This section should contain all access details required to enter the listing.
Access Type - We are fully integrated with multiple Electronic Lockbox provides. Once you sync the lockbox with the platform, access codes will be automatically generated and provided to the Showing Agent.
The "Usuals" - You do not need to write these when adding Showing Instructions any longer *cheers*! Simply deselect any items that do not apply. Any additional instructions can be added via the field.
Manage Listing Contacts
Be sure to add any clients who require notifications or phone calls to this section via
Below highlights various fields for adding contact details. Anytime you require a client's action on appointment, we recommend turning ON Permissions
By enabling these permissions, clients will be impressed with the ability to accept or deny appointments in one click, which automatically notifies you of the confirmation and communicates this back to the front-desk queue.
If there are time restrictions on the property, be sure to add them to this section as these restrictions will be reflected online to ensure appropriate booking times.
To Restrict Times - Either turn an entire day off or click and drag to disable bookings
Auto-Confirm - You can Autoconfirm certain times of the day (as shown above on Saturday). Select the Auto-Confirm option on the left and click and drag to set the appropriate time.
Special Day Restrictions - If you need to add restrictions to a particular day, click the Special Days tab just below the section heading. Then click the green plus sign to add a Special Day Restriction.