Tutorial
In this article, you will learn how to create agent and staff events in hyTours.
How to Schedule Agent Events
You can book non-tour Agent Events such as lease signings, lease orientations, ice cream socials, and etc, in hyTours in the same fashion as you would book a property tour.
Step 1 - Under your Suborg, go to hyTours
Under your Suborg, go to hyTours
Step 2 - Click on the Desired Day/Date
Click on the day you wish to book the Agent Event
Step 3 - Edit the Event Details
You need to fill in the details as follows:
- Title: Fill in the title for the Agent Event
- Type: Select 'Agent Events' from the drop down
- Start Date & Time: Select the Start date & time of the agent event
- End Date & Time: Select the End date & time of the agent event
Step 4 - Advanced Scheduling
You can fill in the details in the 'Advanced Scheduling' section as follows:
- All Day Event: Select the checkbox to make the event for the whole day
- Repeat: Use the dropdown to select if this event needs to be repeated Daily, Weekly, Custom, and etc
- Number of Tour Slots: Select the number of agents you require i.e. number of tour slots
- Note: You can add any additional notes here for the Agent Event
Click 'Create' after setting all the required details for the Agent Event!
Sample Agent Event
Here is the Test Agent Event created, which you can view on the Agent Calendar of the Property!
How to Schedule Staff Meetings
Staff meetings can be scheduled in the same fashion as you would schedule an Agent Event or property tour.
Step 1 - Under your Suborg, go to hyTours
Under your Suborg, go to hyTours
Step 2 - Click on the Desired Day/Date
Click on the day you wish to book the Staff Meeting
Step 3 - Edit the Event Details
You need to fill in the details as follows:
- Title: Fill in the title for the Staff Meeting
- Type: Select 'Staff Meetings' from the drop down
- Start Date & Time: Select the Start date & time of the staff meeting
- End Date & Time: Select the End date & time of the staff meeting
Step 4 - Advanced Scheduling
You can fill in the details in the 'Advanced Scheduling' section as follows:
- All Day Event: Select the checkbox to make the event for the whole day
- Repeat: Use the dropdown to select if this event needs to be repeated Daily, Weekly, Custom, and etc
- Number of Tour Slots: Select the number of agents you require i.e. number of tour slots
- Note: You can add any additional notes here for the Staff Meeting
Click 'Create' after setting all the required details for the Staff Meeting!
Sample Staff Meeting
Here is the Test Agent Event created, which you can view on the Agent Calendar of the Property!
Quick Note: Agent events are great for quick meetings, move ins, etc. However, if you are going to have shorter hours or close for a holiday, we recommend you to enter the information in the Holidays and Exceptions page.
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