The Listing Worksheet (Single Family)
The Listing Worksheet is the main driver for showings. Without basic showing instructions, showings cannot take place. When a listing worksheet has been properly configured it requires minimal updates and provides a solid basis for how showings will take place.
Resource: Office Instruction Form > Listing Worksheet
Allow Appt. Center to Take Appts?
This switch controls whether or not The ShowingTime Appointment Center is allowed to schedule showings on this listing. If an agent tries to use the Appointment Center to schedule a showing on this listing and this setting has been set to No, then the Appointment Center will refer all agents to schedule online.
Allow Showing Agents to Request Appts Online?
This switch controls any & all forms of online scheduling, including appointment scheduling through the MLS and any 3rd party integrations.
Related Page: 3rd Party Integration
Is this a listing agent accompanied showing?
This switch controls whether or not agents have an opportunity to confirm or decline appointments prior to an owner or occupant.
- 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.
- Courtesy Call
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.
- Go and Show
Appointment requests are documented and immediately confirmed. No additional calls will be made. Typically used for vacant homes on lockbox.
- 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.
This switch controls whether or not Spanish speaking staff will be needed to handle appointment requests.
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.
Send Feedback Requests?
This switch controls whether or not feedback is sent to agents who have shown this listing. If this is set to No then agents will not be sent a feedback request after showing this listing.
Please notice the new sections for Agent Accompanied Showings. You can see that the contact sections are split into initial and final confirmations.
- Initial - Contacts in this area will be notified of the showing before the Final confirmation contacts. If the contacts in this section decline the appointment the Final confirmation contacts will not be notified of the showing request.
- Final - Contacts in this area will have the final say for appointments. They will be able to decline an appointment even after the initial contacts have approved it.
- No, do not share
- Yes, share agent's company only
- Yes, share agent's name and company
- Yes, share all agent contact details
No information will be visible to the listing contacts. They will be shown a message telling them to contact the listing agent for more details.
Only the showing agent's company information will be visible to the listing contacts.
The showing agent's name and company will be shared with the listing contacts.
The showing agent's phone number, email address, name and company information will be visible to the listing contacts.
Can Confirm Appts By
This section allows you to configure any contacts method of notification when appointments are scheduled. Options are dependent on the appointment type selected.
- Confirm Appointments
This allows you to configure contact notifications for which the contact needs to be part of the confirmation process.
- Send FYI
Allows you to configure any contact to receive notification of scheduled appointments for which the contact is not needed for the confirmation process
- Send nothing for new requests
It allows you to configure the contact to not receive any form of notification when appointments are requested.
This section allows you to configure any contacts method of notification when appointments have been confirmed or canceled.
Related Page: Listing Worksheet > Contact Methods & Management
Allow Inspections and Walk-Throughs & Allow Appraisals
These switches control whether or not you would like the Appointment Center to handle Inspections, Walk-Throughs, or Appraisals. If either of these switches has been set to No then anyone trying to schedule that type of appointment will be referred to contact the listing agent associated with the listing.
Appointments cannot be scheduled on the same day. This is the ideal solution for tenant occupied listings or for instances where there needs to be previous day notice for appointments.
Required is a lead time which will prevent appointments from being scheduled if the requested appointment falls within that lead time.
Suggested is a lead time which will allow appointments to be scheduled, agents scheduling will be notified that the owner or occupant prefers the time set but it will not inhibit appointments from being requested if the requested time falls within that lead time.
Maximum Appointment Window that you would like agents to schedule. Please be aware that if the option has been set to None, agents will be open to schedule appointments which may seem abnormally long as agents view the length of the appointments in two ways, as a time frame for a showing or as an appointment arrival window.
Allow Overlapping Appointments
You have 3 options to choose from:
- Yes, No need to inform the showing agents
- Yes, Please tell the showing agent ahead of time
- No, exclusive showings only
Please go to the section below for more information
Related Page: Listing Worksheet > Restrictions & Exceptions
Lockbox & Access Details
Access information will only be provided to agents when an appointment has been confirmed. Options populated are specific to the access type selected.
Access details can be verified when confirming an appointment. Different access types may also require location or other information when selected.
Related Page: Listing Worksheet > Access Types
Manage Key Sets
This option should be turned to Yes if keys for the building are not located at the listing itself and are located at the listing office or a remote location. Agents who have scheduled appointments through the Appointment Center will have a key reserved when scheduling if a key is available.
Alarm Information will only be provided to agents when an appointment has been confirmed.
- Alarm Disarm Code
The code needed to disarm the alarm system. Even if the disarm code is the same as the arm code please add it here.
- Alarm Arm Code
The code needed to arm the alarm system. Even if the arm code is the same as the disarm code please add it here. If no code has been added agents will assume that they don't need to rearm the alarm system when leaving.
- Alarm Passcode
The verbal code needed in-case of accidental alarm tripping.
- Alarm Notes
Usually used for location of the Alarm or any specific instructions pertaining to the alarm system.
For Security Reasons: If an agent calls the Appointment Center in regards to an alarm that is going off, ShowingTime will not provide any alarm details to the agent unless they have a confirmed appointment in the system. If the status of their appointment is canceled, declined, requested or they don't have a scheduled appointment logged in the ShowingTime system then they will be referred directly to the listing agent.
Notes for Appt. Staff
Any notes that are staff specific. Information entered in this field is not necessarily required for the CSR to convey to the agent, and will only be conveyed if they have determined it applies. If conveying a note to the showing agent is required, it should be added to the "Notes for Showing Agent" section.
Notes for Showing Agent
Any notes that you would like provided to the showing agent "after" the appointment has been confirmed.
Add From Predefined Notes
A selection of commonly used notes, ranging from notes about showing restrictions, appointment windows or notice and notes associated with pets, access information, or general listing information. Notes can easily be added by selecting the checkbox next to the note. Once all needed notes have been toggled click on Add to populate the notes to that desired section.
Create Temporary Notes