Appointment Rules


Overview

As most seller and agent schedules vary from day to day due to work, vacations, or even a simple doctor's appointment, ShowingTime provides a way for agents to create appointment rules for specific days and/or times which differ from the day to day standard ones. This is known as "Setting an Appointment Rule", which will change the normal outcome for confirming showings based on preferences set on the listing worksheet. These can be as simple as a 'Restriction' all the way to completely changing the confirmation process for a specified date or time, which we call an 'Exception'.



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.



On the Restrictions & Exceptions tab, which will be organized in a calendar view, allowing you to dynamically 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. 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, past rules will be removed from this view.


Feedback and Knowledge Base

Contact Information

Appointment Center:
Available 7 days a week 24 hours a day.
800-746-9464
showings@showingtime.com

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