The Open Houses page lets you submit open house requests, log feedback after an event, and review open houses in a calendar or a list.
Submit new open house requests with agent, time, property, and date
Log feedback for completed open houses
View open houses in a Calendar view organized by date
View open houses in a List view with submission and feedback totals
Edit a single open house request, including its host agent, date, and time
Expand any open house to see full details
Delete an open house that did not take place
Click Open Houses under Operations in the left-hand menu.
Use the two action buttons on the top right of the page to add a request or submit feedback.
Click Add Open House Request to open the request form.
Complete the Open House Request form.
Click Create Request Form to submit.
Note: Any field marked with an asterisk (*) must be completed in order to submit the request.
Agent login: Your name is automatically populated.
Admin, Global Admin, or Owner login: You choose the agent.
Select the time frame for the open house.
Use the quick time options if you prefer.
Click Confirm to save the selected time.
Enter the property address where the open house will be held. Properties come from listings that have Open Houses set to Yes on the New Listing Information Form.
Choose the date you would like to hold the open house. The date must be today or later: you can't add an open house with a past date.
Use the Open House Feedback Form button to submit feedback for a completed open house.
Click Open House Feedback Form.
Begin typing the property address and select it from the list.
Choose the time slot that was held open.
Complete the feedback fields: number of attendees, feedback, and additional feedback.
Click Create Feedback Form to submit.
The Calendar view shows open houses by date. Click the property photo to see the property summary and the time slot that was held.
Note: On smaller screens, the Calendar view shows a day strip for the current week. Tap a day to see its open houses. A dot under a day means it has open houses scheduled.
The List view groups open houses by property and shows total submissions and total feedback received. Click a property to see each request (time slot) for it.
You can edit a single request without deleting it and starting over.
Open the property's list of requests.
Click the pencil icon next to the request you want to change. It sits beside the Delete icon.
The form opens filled in with the current property, date, time slot, and host agent.
Change what you need: host agent, date, or start and end time.
Click Save Changes.
In the List view, Edit open house on a property row takes you to that property's requests, because each request is edited on its own.
Note: Only Owners, Global Admins, and Admins can change the host agent. If an Agent tries to give a request to someone else, the rest of the edit saves and the host stays the same.
Note: You can only move a request to today or a later date. A request whose date has already passed can still be edited, as long as you do not move it to another past date.
Select the circle next to the open house name.
Delete the open house if it did not take place.
Click the arrow icon to expand all information. It shows the same details as clicking the highlighted address.
Scroll to the bottom of the page to move between pages of open houses.
