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 differs 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 (Showing Exception).
Getting Started: Creating Appointment Rules
Appointment rules can be managed in two places on the listing worksheet.
In some markets, when Allow Overlapping Showings is set to no, a user will be unable to schedule appointments back-to-back. This is known as buffer time.
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 will already be selected for the 'Rule Type', so enter a Rule Reason
Choose the duration of your rule, Timed or All-day
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
Select Showing Exception for the Rule Type
Choose the Appointment Type for your exception
Add a Rule Name & Rule Description
Choose the duration of your rule, Timed or All-day
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
If your exception requires any of the following, be sure to enter the information as necessary:
Click the Save Showing Rule button to apply your rule
Calendar View Options
Day View
Start off by clicking Add New Showing Rule button located in either section.
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
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:
- Rule Contacts: Who will be contacted and how
- Appointment Restrictions: Required or Suggested Lead Times
- 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 that 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 ViewWeek View
Day View
List View
