- Listing Worksheet FAQs
- Listing Configuration & Settings
- Listing Worksheet Layout
- Appointment Rules
- Listing Setup Recommendations
- Additional Worksheet Content
- Mobile Listing Worksheet← Additional Mobile Content
Overview (Single Family)
The Listing Worksheet is the main driver for showings. Without basic instructions, access details and information, showings cannot take place. When a listing worksheet has been properly configured it requires minimal updates and provides a solid basis for how appointments will take place.
Resource: Office Instruction Form > Listing Worksheet
Listing Photos are imported from the MLS but may be manually updated. In order to update your listing's photo, you will need to open the listing worksheet for that listing on the desktop version.
A brief summary of your listing details, this includes the address, listing price, MLS status, and MLS number.
This contains options to configure your listing's appointment type, occupancy, and which feedback request template should be used.
This section allows you to add or edit contacts and their contact methods, as well as manage their notification preferences when appointments are scheduled and when appointments have been confirmed or canceled.
This section allows you to edit required and suggested lead times as well as max appointment length options.
Minimum Appointment Length
You can optionally set a minimum appointment length on your listings to help your sellers understand what to do with a day full of appointments.
As a requesting agent, you will see the minimum and maximum appointment lengths when scheduling on desktop and mobile. You will only be able to select appointment lengths that match these settings when scheduling and/or rescheduling appointments.
This section allows you to choose your preferred appointment handling when agents are scheduling on your listing and an appointment already exists for that time slot.
This section allows you to add, edit, or manage exceptions and restrictions for your listing.
This section allows you to edit access details including lockbox type, location, and alarm information.
Any notes that need to be directed to the appointment center staff or to the buyer's agent after the appointment has been confirmed.
Includes options to edit driving directions which were imported from the MLS and additional advanced options which aren't usually configured on a daily basis.