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 that is a simple way to manage showings for your buying and selling clients. The My Schedule menu contains the following:

  • Dashboard
  • View Calendar
  • Schedule A Showing
  • Build A Daily Itinerary

Dashboard: Provides an easy way to view and manage your action items in one place.  It offers the ability to manage today, tomorrow, and beyond for all showings you have and/or showings on your listings.

  • Check the status of showings on your listings
  • Check the status of showings you have
  • Review confirmation requests
  • Resend confirmation requests

View Calendar: Provides you with a daily view of your calendar, color-coded by appointment status. The calendar is a quick snapshot of your appointments, giving you a high-level and a detailed look at your busy schedule.

  • Add appointments
  • Edit or cancel appointments
  • View appointment details

Schedule a Showing: Allows you to easily schedule a single showing with or without a client.

Build Daily Showing Itinerary: Allows you to quickly set up a daily showing itinerary with or without a client 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 from the list.
  5. (Optional) Select a Client from the list. If you do not want to select a client, tap Skip (in the upper right corner).
  6. Select a Date and Time, Showing Duration and Showing Type.
  7. Then tap Schedule Now.
  8. A screen appears confirming the request appears. A message will be sent to the Listing Agent to review your request.
  9. Tap Done.

For the Showing Agent: Build a Daily Itinerary

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

Note: This feature can only be used to schedule appointments with one Client looking at several properties in the same day. You can build multiple itineraries for the same day.

  1. Tap the hamburger menu at the top left of the screen.
  2. Tap My Schedule.
  3. Tap Build Daily Showing Itinerary.
  4. (Optional) Scroll through the list of your Clients. Tap the Client’s name to select it. If you do not want to select a Client, tap Skip.
  5. Before you select properties to show, you need to set some starting parameters. Select the start date and time by tapping the Date for Itinerary field and picking a date and time from the calendar widget at the bottom of the screen.
  6. Tap a Starting Location then tap Start Building.

Starting Location options:

    • Tap Current Location to begin your day from your current location (using your phone’s location).
    • Tap My Office Address to begin your day from the address associated with your profile.
    • Tap Use a Different Address to begin your day from any address you choose. Once you tap it, you can enter the new address in the address field.
  1. Now select the properties you want to show – one at a time. (Remember, the app does all the work for you.) You don’t need to select properties in any particular order. Once they are all entered, the app checks and optimizes the best routes for you based on the appointment locations.
  2. Notice the “0” in the top right of the screen. This is your “cart” and lets you know you have zero properties in the itinerary.
  3. Tap the + to add a property.
  4. Enter the property address in the search field and select the property.
  5. Tap the Showing Duration field then select the amount of time from the widget at the bottom of the screen.
  6. Tap the Showing Type field then select the type from the widget at the bottom of the screen.
  7. Tap Add to Itinerary.
  8. Notice the “1” in the top right of the screen. You now have one property added to the itinerary. Tap + to add a second property to the itinerary.
  9. Follow the same steps as before to add a property. (Notice the “2” in the top right of the screen indicating you have two properties added to the itinerary.)
  10. Once you have added all properties, tap Create Route.
  11. The Suggested Route displays. Tap Request Showings to send requests to the Listing Agents to confirm your appointments.
  12. A screen appears confirming the requests. Messages will be sent to the Listing Agents to review your requests.
  13. 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. Three tabs display across the top.

To view an appointment:

  1. Tap the Showings I Have tab to display your Confirmed, Not Confirmed and Canceled Appointments on properties you want to show.
  2. Tap Showings on My Listings tab displays Confirmed, Not Confirmed and Canceled Appointments for properties you have listed.
  3. The All Showings tab displays all the information from the other two tabs.
  4. Select Today or Tomorrow to get a quick look at the statuses of your showings. Showings are color-coded by status – Blue for Confirmed, Yellow for Not Confirmed, and Red for Canceled. The total of Confirmed and Not Confirmed are displayed at the top in a corresponding colored circle.

To edit or cancel an appointment:

  1. Tap Showings on My Listings.
  2. Then tap an address from the list.
  3. Tap Edit (or Cancel Appointment).
    • If you cancel the appointment, a screen appears confirming the cancellation and a message will be sent to the Listing Agent alerting them of the cancellation.
  4. Edit the Date, Time, Duration, and/or Appointment Type.
  5. Click 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:

  1. Use the calendar widget or the Search field to find a showing to view. Tap a showing from the list on the right to display details.
  2. Appointment details display in a three-screen carousel. First, the Showing Information Swipe to reveal additional details.
  3. Next, the Property Information Swipe to reveal additional details.
  4. Finally, the Listing Agent information appears.

To edit or cancel an appointment:

  1. Use the calendar widget or the Search field to find the showing. Tap the pencil icon next to a showing from the list.
  2. Tap Edit Appointment (or Cancel Appointment).
    • If you cancel the appointment, a screen appears confirming the cancellation and a message will be sent to the Listing Agent alerting them of the cancellation.
  3. To edit the appointment, adjust the Date, Time and/or Duration, then tap Schedule Now.
  4. A message will be sent to the Listing Agent alerting them of your request to change the showing.
  5. Tap Done.

For the Listing Agent: Schedule A Single Showing

You have the ability to schedule a showing for another agent to show your property. You’ll select a showing agent instead of a client.

1.     Tap the hamburger menu at the top left of the screen.

2.     Tap My Schedule.

3.     Tap Schedule a Showing.

4.     First, enter the property address into the Search field and select it.

5.     Now, enter the Showing Agent’s name into the Search field and select it.

6.     Select a Date and Time, Showing Duration and Showing Type.

7.     Then tap Schedule Now.

8.     A screen appears confirming the request. Tap Done.

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

As you receive requests from other agents to show your properties, you can use the Dashboard to quickly confirm, decline or edit those appointments.

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

The My Schedule Dashboard provides an easy way to view and manage your action items in one place.

    • The Showings on My Listings tab displays Confirmed, Not Confirmed and Canceled Appointments for properties you have listed.
    • The Showings I Have tab displays your Confirmed, Not Confirmed and Canceled Appointments for properties you want to show.
    • The All Showings tab displays information from the other two tabs.
    • Select Today or Tomorrow to get a quick look at the activity on your properties. Showings are color-coded by status – Blue for Confirmed, Yellow for Not Confirmed, and Red for Canceled. The total of Confirmed or Not Confirmed are displayed at the top in a corresponding color circle.
  1. To confirm a showing request, tap Showings on My Listings, then tap an address from the list of Not Confirmed (yellow) appointments.
  2. The listing expands, allowing you to see the appointment details. Tap Confirm or Decline.
  3. A screen appears confirming that you either confirmed or declined the request. A corresponding message will be sent to the Showing Agent. 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. To edit or cancel a Confirmed showing request, tap an address from the list of Confirmed (blue) appointments.

5.     Tap either Edit or Cancel Appointment.

  • If you cancel the appointment, a screen appears confirming the cancellation and a message will be sent to the Showing Agent alerting them of the cancellation.

6.     To edit the appointment, adjust the date and/or time, then tap Schedule Now. A message will be sent to the Showing Agent alerting them of the change.

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 encompasses all the details for each of your clients (profile information, appointments, properties, feedback and more. This provides you a more engaging way to interact with your clients if your client downloads the ClientConnect app. Share recommended properties, manage your client roster, view feedback, and view client activity to easily track where they are in the buying process.

Use the My Clients menu to:

  • View and manage client information
  • Link/unlink clients
  • Add and remove properties from a client’s profile
  • Edit and/or cancel showing appointments
  • View your clients’ appointment calendars
  • Check client activity
  • View client feedback

Your clients also get an app, ClientConnect that they can use to easily communicate with you about properties. Send recommended properties directly to their phone, share appointments, get feedback on properties and more. Clients can search properties, notify you of properties they are interested in, compare properties, rate them, ‘favorite’ them, and view their scheduled showings.

The combination of My Clients and ClientConnect are an important tool for you to be even more efficient at managing your clients’ needs.

How the My Clients feature and the ClientConnect app interact

Agents use the My Clients menu to add a Client profile.  Your clients will be automatically invited to download and create an account in the ClientConnect app. The SentriKey® Real Estate system and ClientConnect app talk to each other so you can easily interact with your Clients if they choose to use the app.

  1. Add Client: Use the My Clients menu to add the client profile.
  2. ClientConnect Invitation: Client automatically receives email to download and set up account in the ClientConnect app.
  3. Share & Communicate: Share properties, showings, feedback, and activity with your client if they use the app.

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.     The Add Client screen appears. Enter first name, last name, email address, mobile number, client type and photo (optional). Tap Create Client Profile.

6.     Tap Confirm.

7.     A screen appears confirming your client has been added to your Active Clients roster.   Note: The client will receive an email to download the ClientConnect app.

8.     To link the client to another client, click Link Clients.

  • When you link clients together (for example a husband and wife) you can share information with both of them at the same time.  All communications are linked, so everything you send to one goes to both.  You can share appointment requests, property rosters, feedback requests and messages.

9.     Find the client that you want to link to by scrolling through the list. Tap their name.

10.  A screen appears for you to confirm the link. Tap Confirm.

11.  A screen appears confirming your clients are now linked. Tap Done.

12.  A link icon displays on each of the clients’ profiles.

13.  To edit the client profile, find the client in your client roster by scrolling through the list. Tap their name.

14.  Click the pencil  icon in the upper right corner.

15.  Make your edits and tap Update Client.

16.  To archive the client profile, find the client in your client roster by scrolling through the list. Tap their name.

17.  Click the pencil  icon in the upper right corner.

18.  Tap Archive Client. The client will be moved to your Archived Clients list.

Add or Archive Client Properties

The client properties list includes properties you’ve recommended for your clients to preview, properties you’ve shown your clients, and properties your clients have let you know they are interested in seeing.

If the Client has installed the ClientConnect app, the properties you add will automatically be added to the Client’s properties roster in ClientConnect. The client can view, ‘favorite,’ and compare properties in their app.

1.     Tap the hamburger menu at the top left of the screen.

2.     Tap My Clients.

3.     Tap Client Properties.

4.     Find your client by scrolling through the list. Tap their name.

5.     The client properties (if any) already associated with their profile appear. Tap the + in the top right corner.

  • Active properties display by default. Tap Inactive to see archived properties.

6.     Search for the property you would like to add by entering the MLS# in the first field or entering the property address in the remaining fields. Then tap Add Property.

7.     A screen appears asking you to confirm. Tap Confirm.

8.     A screen appears confirming the property has been added. Tap Done. The property now appears in the Client’s list of active properties.

9.     To archive a property, tap the property you want to archive.

10.  Tap Archive Property.

11.  A screen appears asking you to confirm. Tap OK.

12.  A screen appears confirming the property has been archived. Tap Done.

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 your client by scrolling through the list. Tap their name.

5.     The Client’s calendar displays with any showings they have scheduled for that date. Tap on a different date to view another day’s showings.

  • To edit a client showing, tap the pencil icon, edit the showing 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

To show you where a client is in the buying process, the client activity page displays a graphical representation for each property shown. Each time your client views a property, the activity is automatically updated – from first showing all the way to the final walkthrough.

1.     Tap the hamburger menu at the top left of the screen.

2.     Tap My Clients.

3.     Tap Client Activity.

4.     Find your client by scrolling through the list. Tap their name.

5.     The client properties already associated (if any) with their profile appear. Tap a property to expand it.

6.     Activity detail displays.

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 your client by scrolling through the list. Tap their name.

5.     Client feedback displays. Tap a property.

6.     Client feedback displays for you to review.

MY FEEDBACK

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

You can set up a specific feedback form for each of your listings. All feedback forms have required questions, but you can also include optional questions on the request. Include how many times you would like to send a reminder message.

1.     Tap the hamburger menu at the top left of the screen.

2.     Tap Feedback.

3.     The My Listings feedback summary page appears. Tap a property that does not have a feedback form. For example, 1452 Cherry Street displays the Feedback Form Not Created message.

4.     Tap the Enable Feedback Request checkmark. Choose the feedback features that you wish to enable for this listing and tap Save when you are finished:

  • Once you enable feedback requests, the Required Questions checkmark is selected by default.
  • Tap the checkmark next to any Optional Questions you want to include on the survey.
  • Tap the drop-down arrow in the Request Frequency field to select how times you want a reminder message sent to the Showing Agent.

For the Listing Agent: View Feedback on Your Listing

When viewing your properties on the My Listings screen, you can easily see when you have new feedback on your properties. You can also see how many feedback requests are still pending feedback from the Showing Agent.

1.     Tap the hamburger menu at the top left of the screen.

2.     Tap Feedback.

3.     The My Listings feedback summary page appears. Listings display with the number of New (complete) and Pending (not complete) feedback forms. For example, 912 Realtor Way has 1 New feedback form and 5 Pending feedback forms. Tap a property to see details.

4.     The feedback items display (in this example the 1 New and 5 Pending).  Tap an item in the New Feedback section to view a completed feedback form.

  • Note: the arrow > always indicates there is additional information to view.

5.     Review the completed feedback form. You can forward the feedback to your Client by tapping Forward to Client. (A message will appear below the Comments field notifying you the feedback was sent to the client.)

For the Showing Agent: View Feedback on Properties

From the My Showings screen, you can review feedback from your Clients.

Note: If a Client submits their feedback through the Client Connect app, a ClientConnect icon (CC) displays on the property photo.

1.     Tap the hamburger menu at the top left of the screen.

2.     Tap Feedback.

3.     Tap My Showings then tap > next to a property from the Submitted list.

4.     Review your Client’s feedback on the property.

  • Note: As the Showing Agent you will not see the Listing Agent’s Client listed at the bottom of the feedback form, only your own Client’s information.

For the Showing Agent: Submit Feedback on Properties

From the My Showings screen, you can easily see if there are feedback requests that have not been completed and submit feedback on your Client’s behalf.

Note: If a Client submits their feedback through the Client Connect app, a ClientConnect icon (CC) displays on the property photo.

1.     Tap the hamburger menu at the top left of the screen.

2.     Tap Feedback.

3.     Tap My Showings.  Showings display Pending Review (not complete) and Submitted (complete) feedback forms. To submit feedback on your Client’s behalf, tap the arrow > next to a property from the Pending Review list.

4.     Enter the feedback. 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. you can enable SAM™, the SentriKey™ Assistant for Mobile. SAM has two main features that help you manage your day:

  • Leave Now
  • Reschedule Itinerary

Leave Now Feature

As you move around throughout your day, SAM™ keeps an eye on all of your appointments and lets you know when it’s nearly time to leave for your next appointment. SAM™ factors in the appointment start time and the drive time from your current location (location services must always be on for this feature to work properly).

For example, if your next appointment starts at 2:00 PM, with a 20-minute drive time from where you currently are, you receive the reminder to leave at 1:30 PM.

Reschedule Itinerary Feature

SAM™ can notify you when listings on your itinerary have gone pending and offer to reschedule them. With one touch of a button, SAM™ can cancel any appointments on listings that have gone pending and reschedule any remaining appointments on that itinerary. SAM™ even facilitates all the responses back from the other agents and sellers (to approve the changes) and then lets you know when your itinerary is complete with the revised appointment times.

This feature is only available on scheduled itineraries – meaning two or more appointments with one client on a specific day. (This feature is not available if you have scheduled one showing for a client or have scheduled several showings for a client on separate days).

Enable SAM™

To use the SentriKey™ Assistant for Mobile, the feature must be turned on in your app settings.

1.     Tap the hamburger menu at the top left of the screen.

2.     Tap My Settings.

3.     Tap SentriKey™ Assistant.

4.     Tap Enable SAM™.

5.     This screen lists some features of SAM and requirements for use:

  • SAM™ can cancel and reschedule appointments
  • SAM™ can send reminders for upcoming appointments
  • To use SAM™ you must have push notifications enabled