Appointment Settings > Appointment Types
You may set up exceptions or showing blocks to help your owners make plans. You can also set up a lead time to give the owners ample warning to prepare for the showings. But the default appointment type of the listing is what determines how the confirmation process is handled in most situations. There are several options to choose from although your office may have disabled one or two for other purposes.
Appointment Required, Confirm With Any
Permission must be obtained from ANY of the designated listing contacts (Owner(s)/ Occupant(s)/ Listing Agent(s)) before the appointment request can be confirmed.
Typically used for occupied homes.
Appointment Required, Confirm With All
Permission must be obtained from ALL designated listing contacts (Owner(s)/ Occupant(s)/ Listing Agent(s)) before the appointment request can be confirmed.
Typically used for multi-dwelling listings or accompaniment situations.
Appointment requests are documented and immediately confirmed. A phone call will be placed to designated listing contacts informing them of the confirmed appointment.
Typically used with homes whose occupants are very flexible.
Auto Confirm (Go and Show)
Appointment requests are documented and immediately confirmed. No additional calls will be made.
Typically used for vacant homes on lock-box.
Refer to Listing Agent
Appointment staff will log the details of the appointment request, inform the caller that the listing agent manages all showings for this listing, and provide the caller with the listing agent’s contact details. If possible, the ShowingTime appointment staff will attempt to transfer the caller to the listing agent directly.
Typically used for listings with complex showing instructions.
Other Appointment Related Settings
Appointment Settings > Is the Property Occupied
This switch controls whether or not the property is occupied or vacant. Information provided here is only used for Appointment Center staff and will not be provided to showing agents.
Appointment Settings > Feedback Template
This contains all the available feedback templates that you have configured or your office has configured and made available for your use.