How to View, Edit, and Delete Walk Ins

How to View, Edit, and Delete Walk Ins

Context

For walk-ins and unscheduled visits to your property, using the "Walk In" function in hyTours is the definitive solution.

In this tutorial you will go over how to view, edit and delete a Walk In.

How to View Details of a Walk In

Step 1 - Navigate to Agent's Calendar

Login to my.hy.ly
  1. Select the sub-org
  2. Go to hyTours


Step 2 - Select the Walk-In 

Click on the walk in you wish to view.


The details of the walk in may appear automatically once you reach the activity stream page. The notes that were written for the prospect's visit are available to view under their activity stream timeline.



How to Edit Details of a Walk In

Step 1 - Select the Walk In

Click on the walk in you wish to edit. 

Step 2 - Edit the Contact Info

You can edit the contact details of the Walk In
  1. Click on the 'Contact Info' Button.
  2. Click on the 'Edit' icon.
  3. Edit the necessary details.
  4. Click on the 'tick' sign to save the changes.
(Note: the only field that cannot be edited is the email field.) 


Step 3 - View Changes

View changes in the activity stream. The new edits will overwrite the previous entries and appear in the same activity as part of the activity stream.



How to Delete Walk Ins

Step 1 - Select the Walk In

Click on the walk in you wish to delete.



Step 2 - Delete Walk In

Click on the notification on the top and select "Delete Tour".
Note - You can only Delete the tours to which you have not taken any action on.


    • Related Articles

    • How to Use the "Walk In" Feature

      Introduction 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 ...
    • How To Edit hyTours Auto-Responders Emails

      Context  With hyTours the prospects get autoresponder emails when they schedule, cancel or reschedule a tour. You can also set up reminder emails. There are 6 different tour automations as follows: Tour Scheduled Tour Rescheduled Tour Cancelled Tour ...
    • How to Manage Tour Notifications for your Prospects

      Quick Steps Log into your my.hy.ly account, and click on the Automation app > Playbooks drop down > Lifecycle plays > Touring Automations section. This is where you can create an automation to help notify prospects when they have scheduled a tour. ...
    • hyTours 102: Managing the Agent Calendar

      Managing the Agent Calendar Welcome to another tutorial in a series going over the functions and features of hyTours. In this tutorial we will show you how to operate within hyTours as an Agent and teach you the following: How to View Appointments ...
    • How to Manage Weekly Tour Availability

      How to Setup Recurring Tour Slots The first parameters to set up are the: Appointment Duration Appointment Start Time Tour Availability Begin Date Heads-up Time Tour Limit The appointment duration determines how long a tour is, based on a period of ...