How to Manage Admin Settings : hyTours Scheduler

How to Manage Admin Settings : hyTours Scheduler

Prerequisites

Before making calls through your hyCRM, please ensure your hyCRM Profile is set up and your "Call As Number" is verified. For instructions on how to do this, please review our How To Set Up a CRM User Profile and How To Verify Your Call As Number.

Quick Steps

  1. After logging in to your hyCRM app, click "Contact Lists" found in the dropdown menu in the top left of the screen.
  2. Select the contact you wish to call and click the phone icon in the top right corner of the screen. 
  3. Click "Call Contact".

Tutorial Guide

In this tutorial, you will learn how to make calls in hyCRM.


‚ÄčHow to Design Your Tour Scheduler

Your scheduling page is the first interaction your prospect has with your property when they schedule a tour of your property. To customize this page, go to the Admin Settings page from the dropdown menu in the upper left hand corner of your hyTours app, and the initial page you land on will be the page titled "Scheduler Design".

Here you can see how the scheduler page will appear for your prospects in the right panel of the screen.




Editing the fields on this page is done through the Setup Scheduler sidebar where you click the  "Edit" button.



This is where you can customize what information appears on the scheduling page including your property's name, address, time zone, and the fields for your prospects to fill out when they schedule a tour. You can change the information in the majority of these fields by simply clicking on them and typing, and others can be changed through a dropdown menu.

The list of "Visible Fields" is an exact representation of how they are ordered and listed on the scheduling page your prospects see.



These fields can be changed by choosing from the dropdown menus, and picking from the dozens of options provided.



The ordering of these fields can be customized by clicking and dragging the fields by the cross-directional icon on the left side of the field.



Here you can see we have seven visible fields, but if we want to add an eighth, that can be done by clicking the  "New Field" button.



For this new field we're going to ask how many pets the prospect may have, and will select "Pet Count" as the new field.



We can also make it a required question for the prospect to answer by clicking the star icon next to the text, where an information bubble appears informing you that it is currently an optional field.




And if we want to delete this field, we can do that by clicking the trash can icon on the right side of the field.



There is a tradeoff between having too many fields and too few fields. If you have few too fields, your agents may not get enough information about the prospect. On the other hand, if you have too many fields it may discourage prospects from scheduling a tour. We recommend having between five and nine fields.

Once you have clicked "Save" you can check your property's scheduling page, and the changes you have made will appear immediately - shown in this example by the addition of the "Pet Count" field.


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