The 'Walk In' feature can be used for any onsite interaction involving a prospect or resident that requires a log of the event. This may include prospects visiting and touring without scheduling an appointment. It could also be used for logging interactions with residents where they may need help.
This function provides a platform for teams to track activity in the leasing office that occurs outside the scheduled events logged in the hyTours calendars. It also allows the teams to add contacts into the system if they come in unexpectedly.
Other reasons to use the 'Walk In' feature:
- A prospect returned for another tour
- Paperwork is signed by a prospect or resident
- A resident needed assistance
In this tutorial, you will learn how to log 'Walk Ins' in your hyTours Agent Calendar.
Step 1 - Navigate to Agent Calendar
Go to the hyTours app in sub-org level > In the Agent Calendar click the
"+ Walk In" button in the upper right-hand corner. This will open the Walk In Log window.
Once the Walk In Log window appears, enter in the prospect's required name and email information in the fields as well as the time they visited. Select the lead attribution then check the box 'Did the visitor tour?' if the contact toured during their visit. This can be applicable for prospects who walk-in for unscheduled tours. Then finally click on 'Log Walk In'.
If the contact already exists in the system then they can be found by using the search bar in the upper right-hand corner. The contact info of the visitor will automatically be filled in, you just need to fill in the other details such as date, time, purpose of the visit, any notes pertaining to the visit, attribution lead and if the visitor toured. Then you can click on 'Log Walk In' to save the details.
If you do not wish to use this function, or want to escape the automatic contact choice, click the
"x" next to the contact's name and it will clear the fields which were automatically filled out.
Walk In tour is successfully logged in!
For visitors that also tour, those tours will appear in the "Tour Cohort" view under the "Report" section in the hyTours app.