SentriKey Showing Service® Guide for Android Mobile App

My Schedule

My Schedule Overview

Note: Features in the SentriKey Showing Service® may be dependent on the tier you subscribe to.

The My Schedule menu provides an actionable interface for managing showings for your buying and selling clients. The My Schedule menu includes:

• Dashboard: Manage action items for today, tomorrow, and beyond.
  • Check the status of showings on your listings
  • Check the status of showings you have
  • Review and resend confirmation requests
• View Calendar: Daily view of your calendar, color-coded by appointment status.
  • Add, edit, or cancel appointments
  • View appointment details
• Schedule a Showing: Easily schedule a single showing with or without a client.
• Build Daily Showing Itinerary: Set up a daily showing itinerary and view the best driving route.

For the Showing Agent: Schedule a Single Showing

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Schedule.”
3. Tap “Schedule a Showing.”
4. Enter the property address into the Search field and select it.
5. (Optional) Select a Client from the list or tap “Skip.”
6. Select a Date, Time, Showing Duration, and Showing Type.
7. Tap “Schedule Now.”
8. A screen confirming the request appears. Tap “Done.”

For the Showing Agent: Build a Daily Itinerary

With the SentriKey Showing Service®, you can schedule multiple showings with a client.

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Schedule.”
3. Tap “Build Daily Showing Itinerary.”
4. (Optional) Select a Client or tap “Skip.”
5. Set the start date and time.
6. Select a Starting Location and tap “Start Building.”
7. Add properties by entering the address and selecting the Showing Duration and Type.
8. Tap “Create Route.”
9. Tap “Request Showings” to send requests to the Listing Agents.
10. A screen confirming the requests appears. Tap “Done.”

For the Showing Agent: View, Edit or Cancel an Appointment from the Dashboard

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Schedule.”
3. Tap “Dashboard.”

To view an appointment:

• Tap the “Showings I Have” tab.
• Tap “Showings on My Listings” tab.
• Tap “All Showings” tab.

To edit or cancel an appointment:

1. Tap “Showings on My Listings.”
2. Tap an address from the list.
3. Tap “Edit” or “Cancel Appointment.”
4. Confirm the cancellation or update the details.
5. Tap “Update Schedule.”

For the Showing Agent: View, Edit or Cancel an Appointment from the Calendar

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Schedule.”
3. Tap “View Calendar.”

To view an appointment:

• Use the calendar widget or Search field to find a showing.
• Tap a showing to view details.

To edit or cancel an appointment:

1. Use the calendar widget or Search field to find the showing.
2. Tap the pencil icon next to a showing.
3. Tap “Edit Appointment” or “Cancel Appointment.”
4. Confirm the cancellation or update the details.
5. Tap “Schedule Now.”
6. Tap “Done.”

For the Listing Agent: Schedule A Single Showing

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Schedule.”
3. Tap “Schedule a Showing.”
4. Enter the property address and the Showing Agent’s name.
5. Select a Date, Time, Showing Duration, and Showing Type.
6. Tap “Schedule Now.”
7. A screen confirming the request appears. Tap “Done.”

For the Listing Agent: Confirm or Decline a Showing Request from the Dashboard

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Schedule.”
3. Tap “Dashboard.”

To confirm a showing request:

• Tap “Showings on My Listings.”
• Tap an address from the list of Not Confirmed appointments.
• Tap “Confirm” or “Decline.”
• Confirm the action and tap “Done.”

For the Listing Agent: Edit or Cancel a Confirmed Appointment from the Dashboard

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Schedule.”
3. Tap “Dashboard.”
4. Tap “Showings On My Listings.”
5. Tap an address from the list of Confirmed appointments.
6. Tap “Edit” or “Cancel Appointment.”
7. Confirm the cancellation or update the details.
8. Tap “Schedule Now.”

My Clients

My Clients Overview

Note: Features in the SentriKey Showing Service® may be dependent on the tier you subscribe to.

The My Clients menu allows you to manage client profiles, appointments, properties, and feedback. It provides an engaging way to interact with clients through the ClientConnect app.

Use the My Clients menu to:

• View and manage client information
• Link/unlink clients
• Add and remove properties
• Edit/cancel showing appointments
• View appointment calendars
• Check client activity
• View client feedback

How the My Clients feature and the ClientConnect app interact

• Add Client: Use the My Clients menu to add a client profile.
• ClientConnect Invitation: Client receives an email to download and set up the app.
• Share & Communicate: Share properties, showings, feedback, and activity with your client.

Add, Link, and Archive Clients

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Clients.”
3. Tap “Client Roster.”
4. Tap the + in the top right corner.
5. Enter client details and tap “Create Client Profile.”
6. Tap “Confirm.”

To link clients:

1. Find and select the client to link.
2. Confirm the link.

To archive a client:

1. Find and select the client.
2. Tap the pencil icon.
3. Tap “Archive Client.”

Add or Archive Client Properties

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Clients.”
3. Tap “Client Properties.”
4. Find and select the client.
5. Tap the + in the top right corner.
6. Enter property details and tap “Add Property.”
7. Confirm the addition.

To archive a property:

1. Find and select the property.
2. Tap “Archive Property.”
3. Confirm the action.

View, Edit or Cancel Client Showings

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Clients.”
3. Tap “Client Schedule.”
4. Find and select the client.
5. View the Client’s calendar.

To edit a client showing:

• Tap the pencil icon, edit the details, and tap “Update Showing.”

To cancel a client showing:

• Tap the pencil icon, tap “Cancel Showing.”

For directions to a showing:

• Click “Get Directions.”

View Client Activity

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Clients.”
3. Tap “Client Activity.”
4. Find and select the client.
5. View activity details for each property.

View Client Feedback

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Clients.”
3. Tap “Client Feedback.”
4. Find and select the client.
5. Review the feedback.

My Feedback

For the Listing Agent: Add a Feedback Form to Your Listing

1. Tap the hamburger menu at the top left of the screen.
2. Tap “Feedback.”
3. Select a property without a feedback form.
4. Tap the Enable Feedback Request checkmark.
5. Choose feedback features and save.

For the Listing Agent: View Feedback on Your Listing

1. Tap the hamburger menu at the top left of the screen.
2. Tap “Feedback.”
3. View listings with New and Pending feedback forms.
4. Select a property to see details.
5. Forward feedback to your client if needed.

For the Showing Agent: View Feedback on Properties

1. Tap the hamburger menu at the top left of the screen.
2. Tap “Feedback.”
3. Tap “My Showings.”
4. Review feedback for a property.

For the Showing Agent: Submit Feedback on Properties

1. Tap the hamburger menu at the top left of the screen.
2. Tap “Feedback.”
3. Tap “My Showings.”
4. Enter feedback for a property from the Pending Review list.
5. Tap “Submit.”

SAM™ Assistant

Overview of Features

Note: Features in the SentriKey Showing Service® may be dependent on the tier you subscribe to.

In the SentriKey Showing Service® app, SAM™ (SentriKey™ Assistant for Mobile) helps manage your day with two main features:

• Leave Now: Reminds you when to leave for your next appointment based on drive time.
• Reschedule Itinerary: Notifies you when listings go pending and offers to reschedule appointments.

Enable SAM™

1. Tap the hamburger menu at the top left of the screen.
2. Tap “My Settings.”
3. Tap “SentriKey™ Assistant.”
4. Tap “Enable SAM™.”

Features of SAM™:

• Cancels and reschedules appointments
• Sends reminders for upcoming appointments
• Requires push notifications enabled