Registering Past Attendees


The Past Attendees feature streamlines the check-in process for agents by allowing them to quickly add attendees who have previously inspected the property. This eliminates the need to reconfirm the attendee's mobile number or repeat the check-in process, saving time and enhancing efficiency.

 

The Past Attendees feature is available on all Add Attendee screens, regardless of whether an active OFI time is set. It displays the attendee's contact information and attendance history.

 

Once an attendee is added, they will be removed from the list of Past Attendees. The Past Attendee list is refreshed every 24 hours, therefore a contact will not appear on the Past Attendee list more than once per day if multiple open homes take place on a single day.

 

 

 


Step-by-Step

Adding a Past Attendee to a scheduled Open Home

1. From the listing screen, select the property required from the OPENS tab.

 

 

 

2. Go to the OFI tab, then click on the 3-dot icon next to the scheduled open.

 

 

 

3. Click on Add Attendee.

 

 

 

4. Click on + to add the contact as an attendee to the Open Home. The attendee will receive the Welcome SMS based on the preferences set in system configuration. 

 

             

Note:  The Past Attendees screen displays up to 20 past attendees, ordered by last activity date.

 

 

5. A Success! message will display when the Past Attendee has been added.

 

 

Adding a Past Attendee Outside of a Scheduled Open Home

Since the Past Attendee feature is displayed at all times, any attendees added outside of a scheduled OFI will automatically be added as part of a private inspection.

 

1. From the listing screen, select the property required from the OPENS tab.MY LISTINGS or ALL tab.

 

 

 

2. From the ACTIVITY tab, click on + to add an attendee.

 

 

 

3. Click on + to add the Past Attendee to the property. The attendee will receive the Welcome SMS based on the preferences set in system configuration.

 

 

4. A Success! message will display when the Past Attendee has been added.

 

 

 

 

5. The Past Attendee will now appear under Today on the Activity tab with the number of visits to the property identified by the Door icon. 

 

 

 

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