How to Create/Add Agent Events & Staff Meetings

How to Create/Add Agent Events & Staff Meetings

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:
  1. Title: Fill in the title for the Agent Event
  2. Type: Select 'Agent Events' from the drop down
  3. Start Date & Time: Select the Start date & time of the agent event
  4. 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:
  1. All Day Event: Select the checkbox to make the event for the whole day
  2. Repeat: Use the dropdown to select if this event needs to be repeated Daily, Weekly, Custom, and etc
  3. Number of Tour Slots: Select the number of agents you require i.e. number of tour slots
  4. 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:
  1. Title: Fill in the title for the Staff Meeting
  2. Type: Select 'Staff Meetings' from the drop down
  3. Start Date & Time: Select the Start date & time of the staff meeting
  4. 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:
  1. All Day Event: Select the checkbox to make the event for the whole day
  2. Repeat: Use the dropdown to select if this event needs to be repeated Daily, Weekly, Custom, and etc
  3. Number of Tour Slots: Select the number of agents you require i.e. number of tour slots
  4. 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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