Appointment Rules


Overview

Seller and agent schedules vary from day-to-day. ShowingTime provides a way for agents to change the way appointments occur. which differ from the day to day standard ones. Setting an Appointment Rule will change the normal outcome for confirming showings. Rules can block (Showing Restriction) appointments, or change the confirmation process (ShowingException).



Getting Started: Creating Appointment Rules

Appointment rules can be managed in two places on the listing worksheet.



Under the Appointment Restrictions section, which will display in a list view,



Or on the Restrictions & Exceptions tab, organized in a calendar view, allowing you to see appointment rules set in place by day, week, or month.

Start off by clicking Add New Showing Rule button located in either section.


Showing Restriction




Step 1


Showing Restriction will already be selected for the 'Rule Type', so enter a Rule Reason

Step 2


Choose the duration of your rule, Timed or All-day

Step 3


Choose the rule date duration, One-time or Repeating. If a Repeating Rule has been chosen, select the day(s) for which the rule will apply.

Step 4 

Click the Save Showing Rule button to apply your rule

Showing Exception




Step 1


Select Showing Exception for the Rule Type

Step 2


Choose the Appointment Type for your exception

Step 3


Add a Rule Name & Rule Description



Step 4


Choose the duration of your rule, Timed or All-day

Step 5


Choose the rule date duration, One-time or Repeating. If a Repeating Rule has been chosen, select the day(s) for which the rule will apply

Step 6


If your exception requires any of the following, be sure to enter the information as necessary:
  1. Rule Contacts: Who will be contacted and how
  2. Appointment Restrictions: Required or Suggested Lead Times
  3. Access Information: Only change if it is different than the normal method of access

Step 7


Click the Save Showing Rule button to apply your rule

Note: Agents who try to schedule an appointment which spans over multiple exceptions will have to choose a time frame for which one rule exists. Agents who try to schedule an appointment during a blocked time will be informed of the reason why they cannot schedule their appointment.


Basic Layout & Calendar Views


Calendar View Options



Located at the top of the Restrictions tab are the Calendar View Options. This includes options to change the view depending on your needs. There is also a button to add a rule, as well as options to change specific days, weeks, or months depending on your view selection.

Month View



Week View


Day View


List View



Listview is the only view that will be shown at all times. The list view will help show specific details about any rules set on a listing. This view will only populate rules that are for today, or in the future. Rules that took place in the past will be removed from this view.


Feedback and Knowledge Base

Our support team is available from:

Monday–Friday, 8am–9pm CST
Saturday–Sunday, 8am–5pm CST

Phone: 800-379-0057
Email: support@showingtime.com

We’re ready to help via call, email or




Schedule appointments and view instructions on the go with the ShowingTime Mobile App.