|2 min read | This article is for *administrators*
Accessing Feature: Press SHIFT + ENTER --> blue Book button
Booking appointments with BrokerBay is an easy 3 step process that ensures both validity of booking agents information and deliverability of notifications!
The book appointment screen has three sections for you to properly service the appointment.
1: Select Agent
You can safely search all of the agents on TREB and BrokerBay. All emails are verified thanks to TREB's quarterly email verification system, and our guaranteed 24 hour update of the agent roster.
2: Select Date
All important dates are reflected on the monthly view calendar to give you a snapshot of the listing's timeline. Each important date is colour coded for easy recognition
- RED: Restricted day, no appointments are allowed
- BLUE: Open House
- ORANGE: Offer date
- GREEN: Anything in green means an appointment has been booked at this time, and if you have allowed double bookings then you can book during this time. The number next to the time will indicate who booked this appointment.
3: Select Time
The time selector automatically presents you with the first available time so you don't have to waste time scrolling. Any current appointments on the same day will also be displayed here.
Finishing The Appointment
You have two options when saving the appointment, designed to match how busy things are at the brokerage.
- Think Blue for Busy, this saves the appointment to your queue to service later.
- Think Green for Going into the appointment, this takes you directly into that specific appointment to service it.
Troubleshooting & FAQs
The agent's name is not appearing in the list - Click "Create Custom Contact" to create a temporary profile for the agent for booking purposes
The agent's brokerage is incorrect - See the above re Custom Contacts, this will create a temporary profile until the agent's information is updated. Our roster syncs from the board every 24 hours.
The agent's email is wrong / out of use - All emails are verified from the board, so you cannot change them. If an agent prefers another email address, they must make this update via their board profile.
Can I override restrictions? Yes, Administrators can override any time restrictions.
How do I provide more time for a home inspection? When selecting time, click "Custom Duration" to provide an extended showing time.
What does a green or red block with a number mean? This is indicating a showing that is already taking place so you can inform the booking agent of piggybacking. A green bar means double bookings are allowed, while a red bar means they are not.