The Open Houses page lets you submit open house requests, log post-event feedback, and review scheduled open houses in either a calendar or list layout. This guide covers accessing the page, the request and feedback forms, both viewing modes, and how to edit, expand, delete, and page through your open houses.
Submit new open house requests with agent, time, property, and date details
Log feedback for completed open houses with the Open House Feedback Form
View open houses in a Calendar view organized by date
View open houses in a List view with submission and feedback totals
Edit a individual scheduled open house requequest't, including its dhost agete,ate, time slot, annd st agime
Expand any open house to see full details
Delete an open house that did not take place
Page through all open houses that have been held
Navigate to My Systems in the left-hand menu.
Click Open Houses, the first drop-down item under My Systems.
Use the two action buttons on the top right of the page to add a request or submit feedback.
On the top right of the page you will see two action buttons. Use Add Open House Request to submit a new open house request.
Click Add Open House Request to open the request form.
Complete the Open House Request form.
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 Super Admin login: You must manually enter the agent's name.
Select the desired time frame for the open house.
Use the available 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 are pulled 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.
Click Create Request Form to submit.
Once submitted, the new open house request will populate in the system.
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 to ensure feedback is submitted for the correct open house.
Complete the feedback fields.
Click Create Feedback Form to submit the feedback.
Note: Any field marked with an asterisk (*) must be completed.
Time slot
Number of attendees
Feedback
Additional feedback
You can view open houses using two different layouts.
The Calendar view displays open houses by date. Click the property photo to view more details.
Details include:
Property summary
Time slot that was held
Note: On smaller screens, the Calendar view shows a horizontal day strip for the current week instead of the full 7-column grid. Tap a day to see that day's open houses in a single list. A dot under each day indicates whether it has open houses scheduled. The full 7-column grid remains available on larger screens.
Select the circle next to the open house name.
Add a check mark and delete the open house if it did not take place.
The List view displays open houses grouped by property and shows:
Total submissions
Total feedback received
Click into a specific open house to view all individual requests (time slots) associated with that property. Since an aggregate row can group many requests together, choosing Edit open house from a row's menu takes you to that property's open house details page, where you edit and delete each time slot individually.
Each individual open house request can be edited directly, so you no longer need to delete a request and resubmit it to change ion a request, either frs details.
Host agent: Owners, Global AClmick inns, and Admins can reassign a requesto a properto any agy'snt. Agents can keep themselves as the host but cannot reassign the ual requequestt to s.omeone else.
Pr next to perthyt you want to change. It sits beside the Delete icon.
The request form opens pre-filled with the request's current property, date, time slot, and host agent.
Update any of the fields.
Click Save Changes to apply the update.
Date
Start and end time
Note: You cannot move a request to a date in the past. A request that is already in the past can still be edited (for example, to fix the host agent or time), as long as you do not change its date to another past date.
Note: Only Owners, Global Admins, and Admins can reassign a request to a different host agent. If an Agent tries to reassign a request to someone else, the rest of the edit still saves, but the host agent stays unchanged.
From the List view's row menu, Edit open house on a property row takes you to that property's list of individual requests, since a property can have many requests and each is edited on its own.
Note: You can only move a request to a new date that is today or later. Editing other details (like the time or host) on a request whose date has already passed is still allowed.
Click the arrow icon to expand all information.
This displays the same details as clicking the highlighted address.
Scroll to the bottom of the page to move between pages.
Pagination allows you to view all open houses that have been held.
