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Agent guide

Showings & scheduling

Let buyers book time with you without the email tag, and plan tour days as organized showing sheets. Everything here runs on Pacific time, the way Seattle does.

Set your availability

Open Schedule to define the time windows when you're available for buyer bookings. You add windows once; consumers then book open slots inside them. All times are Pacific, so what you set is what your buyers see.

A few rules keep the calendar sane:

  • Fixed slot length — bookings land on consistent time blocks rather than arbitrary lengths.
  • Minimum lead time — buyers can't book something starting in the next few minutes; there's a buffer so you're never ambushed.
  • Booking horizon — slots open only a set number of days out, so your calendar doesn't fill months ahead.

Bookings

Confirmed bookings appear on the same Schedule page, each showing the consumer, the property, the Pacific time, and any note they left. It's your single source of truth for what's on the calendar and with whom.

Showing sheets

A showing sheet is a curated list of homes you'll tour with a buyer in one session. From a lead, create a new sheet, search the property records by address, and check off the homes to include. The sheet ties the properties to that conversation so the whole tour day is organized in one place.

  1. Start a sheet from the buyer's conversation (it links the sheet to that lead).
  2. Search by address and select each home you plan to show.
  3. Save — the sheet collects the addresses, the buyer reference, and the details for the day.

Best practices

  • Batch your tours. Group nearby homes onto one sheet to make the most of a buyer's afternoon.
  • Keep windows current. Update availability when your week changes so buyers never book a slot you can't keep.
  • Pair sheets with tasks. Add a follow-up task after each showing so feedback gets captured while it's fresh.