MY SCHEDULE

My Schedule Menu Overview

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

Calendar

The My Schedule Calendar provides you a monthly or weekly view of your calendar and team member calendars with one-touch filters to quickly see the information you need. Color-coded by status, the calendar is a quick snapshot of your appointments, giving you a high-level and a detailed look at your busy schedule.

  • View your appointments for the day, week, and beyond
  • Add appointments (the functionality is the same as adding appointments from the Dashboard)
  • View/print a PDF of appointment details
  • Use the < or > arrows to select a different month/week
  • Check/uncheck the Filter options to quickly display specific types of appointments only
  • Use the Key at the bottom to understand the color-coding used to show appointment status
  • Hover your mouse over an appointment to pop up more detail

Dashboard

The My Schedule Dashboard provides an easy way to view and manage your action items and your team member’s 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.

  • Add and manage showings
  • Check the status of showings on your listings
  • Check the status of showings you have
  • Request a showing for yourself or a team member
  • Review confirmation requests
  • View appointment details
  • View showing instructions

As a Showing Agent, you have a detailed list of appointments for the day. This includes the alarm code, and special instructions the seller wanted you to know upon entering the property.

As a Listing Agent, you can see the status of a showing request, including if the seller has responded to the request, as well as who the Showing Agent is and their contact information.

The actionable interface creates a simple way to manage showings for your buying and selling clients.

  • Use the + Add Appointment button to schedule showings.
  • View and manage Team member showings using the menu on the left to search for or select anyone on your team.
  • Use the tabs across the top to check the status of showings, review confirmation requests, edit appointments, and view showing instructions.
  • Click Today, Tomorrow, or Past to view your showings or a team member’s showings. (Past showing appointments will stay in the past list until the property sells.)
  • Showings that have been confirmed appear in blue. Showings that are not yet confirmed appear in yellow. Showings that have been canceled appear in red.

For the Showing Agent: Schedule a Single Showing

1.     On the main menu, click the arrow next to My Schedule then click Dashboard from the drop-down menu.

2.     Click + Add Appointment.

3.     In the search field, enter the property address and select it. You’ll notice the right pane is grayed out until you finish entering details in the left pane.

4.     (Optional) Select the Client from the drop-down field.

5.     In the right pane, select the Date, Duration, Appointment Type, and Time. (Appointment times that are not available appear grayed out.)

6.     Click Schedule Now.

7.     A window appears confirming the request. A message will be sent to the Listing Agent to review your request. Click Done.

For the Showing Agent: Build a Daily Itinerary

To schedule multiple showings, use the build itinerary functionality to quickly set up a daily showing itinerary with or without a client and view the best driving route.

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

You can only build an itinerary when you are the Showing Agent; you cannot build an itinerary for another Showing Agent.

1.     On the main menu, click the arrow next to My Schedule then click Dashboard from the drop-down menu.

2.     Click + Add Appointment.

3.     The add appointment page appears. In the Search Listing Address field, enter a property address and select it. The Listing Information and Listing Agent Information populate in the left pane.  Note:  If you are scheduling a showing on your own listing, the “Select a Showing Agent” field displays on the top of the right pane.

4.     (Optional) Select the Client from the drop-down field.

5.     In the right pane, select the Date, Duration, and Appointment Type, and Time. (Appointment times that are not available appear grayed out.)

6.     Click Build Itinerary.

7.     The Build Your Itinerary window appears. The system populates the details of the property you just entered, but you can select a different location and time to start your day. Make your selections on the window, then click Start Building.

  • Click Use a different address for start to begin your day from any address you choose. Enter the new address in the Search for address field.
  • Click Office Address to begin your day from the address associated with your profile.
  • Click Select a different time from first Showing and enter a time.

8.     Now it’s time to select the other properties you want to show. Remember, the SentriKey™ Showing Service does all the work for you. You don’t need to select properties in any particular order. Once they are all entered, Showing Service optimizes the best routes for you based on the appointment locations.

9.     The appointment page re-appears. In the Search Listing Address field, enter another property address. Notice the property you already entered is listed in the right pane.

10.  In the left pane, select the Duration and Appointment Type.

11.  Click Add to Itinerary.

12.  The second property appears in the right pane. Continue adding any additional properties to the itinerary.

13.  Click Create Route when you are finished adding properties.

14.  The Suggested Route appears in the left pane. The properties appear in the right pane.

15.  Click Request Appointments.

16.  A window appears confirming the requests. Messages will be sent to the Listing Agents to review your requests. Click Done.

  • Note:  If you requested any of the appointments for your own listing, the appointments are automatically confirmed.

For the Showing Agent: Edit or Cancel a Confirmed Appointment

To edit an appointment:

1.     On the main menu, click the arrow next to My Schedule then click Dashboard from the drop-down menu.

2.     Click the Showings I Have tab.

3.     Click on a Confirmed (blue) appointment to expand the view and display appointment detail.

  • Note:  If the Listing Agent has not yet confirmed your appointment you can resend the request by clicking on a Not Confirmed (yellow) appointment and clicking Resend Request.

4.     Click Edit Appointment.

5.     Edit the Date, Time, Duration, and/or Appointment Type.

6.     Click Update Appointment.

7.     A window appears confirming the change request has been sent to the Listing Agent to review.

8.     Click Done.

To cancel an appointment:

1.     From the Dashboard, click the Appointment Details tab.

2.     Click the Date from the calendar widget.

3.     Select the appointment you want to cancel.

4.     The appointment’s details display in the right pane.

5.     Click Cancel Appointment (located at the bottom right of the page).

6.     A window appears asking you to confirm this change. Click Confirm. A notification is now sent to the Listing Agent alerting them of the cancellation.

7.     The appointment now displays in a canceled status.

For the Listing Agent: Schedule a Single Showing

You can schedule appointments on your listings for yourself or for other agents.

Note: If you are scheduling a showing for another agent to view your listing, you will not be able to see their Client information.

1.     On the main menu, click the arrow next to My Schedule then click Dashboard from the drop-down menu.

2.     Click + Add Appointment.

3.      In the Search Listing Address field near the top left, enter the property address and select it.

4.     At the top of the right pane, enter and select the Showing Agent.

  • If you are also the Showing Agent, the Client field appears. You would then have to ability to (optionally) select your Client. (If you are scheduling this showing on your listing for another agent, you cannot see any Client information.)

5.     Select the Date, Duration, Appointment Type, and Time.

6.     Click Schedule Now.

7.     A window appears confirming the appointment. (When you schedule a showing on your listing, the appointment is automatically confirmed.) The appointment now shows Confirmed on your schedule and dashboard.

8.     A message is sent to the Showing Agent to notify them of the confirmed appointment. The appointment will be automatically added to the Showing Agent’s schedule and dashboard.

9.     Click Done.

For the Listing Agent: Confirm or Decline a Showing Request

To confirm a request:

1.     On the main menu, click the arrow next to My Schedule then click Dashboard from the drop-down menu.

2.     Click the Showings on My Listings tab.

3.     Click Review Request next to the property address on Not Confirmed showing requests.

4.     A window appears asking you to review the request.  Click Confirm.

5.     A window appears confirming the appointment. A message is sent to the Showing Agent to notify them of the confirmed appointment. The appointment will be automatically added to their schedule and dashboard. Click Done.

6.     On your dashboard, the appointment now shows Confirmed on your schedule as well.

To deny a request:

1.     Click the Showings on My Listings tab.

2.     Click Review Request to the right of the property address (Not Confirmed showing requests display in yellow).

3.     A window appears asking you to review the request.  Click Deny.

4.     A window appears stating that the appointment request has been denied.  A message is sent to the Showing Agent to notify them.

5.     Click Done.  On your dashboard, the appointment shows Canceled on your schedule as well.

For the Listing Agent: Edit or Cancel a Confirmed Appointment

To edit an appointment:

1.     On the main menu, click the arrow next to My Schedule then click Dashboard.

2.     Click the Showings on My Listings tab.

3.     Click a Confirmed (blue) appointment’s address to expand the view and display appointment detail.

4.     Click Edit Appointment.

5.     Edit the Date, Time, and Duration. Click Update when you are finished.

6.     A window appears asking you to confirm this change. Click Confirm.

7.     A message will be sent to the Showing Agent alerting them of the change.

To cancel an appointment:

1.     From the Dashboard, click the Appointment Details tab.

2.     Click the Date from the calendar widget.

3.     Select the appointment you want to cancel.

4.     The appointment’s details display in the right pane.

5.     Click Cancel Appointment (located at the bottom right of the page).

6.     A window appears asking you to confirm this change. Click Confirm. A notification is now sent to the Listing Agent alerting them of the cancellation.

7.     The appointment now displays in a canceled status.

MY LISTINGS

My Listings Overview

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

The My Listings page now provides additional functionality for managing your listings and your team member’s listings on the following features:

  • Listing Summary
  • Appointment Settings
  • Showing Instructions
  • Manage Contacts
  • Feedback Form
  • Send Agent Notifications (e.g., price change, home improvements)
  • Activity Report
  • Appointment History

Listing Summary

On the Listing Summary page you view all of your listings plus you can perform the following actions:

  • Add a New Listing
  • Add a Client to a Listing
  • Assign a Lockbox
  • Grant SentriConnect Access (if enabled for the association)

Appointment Settings

View and manage preferences for each listing:

  • Allow Overlapping Appointments (i.e., multiple appointments can be scheduled at the same time at one property)
  • Automatically accept showings for a property (i.e., you do not have to manually accept showing requests). Set rules for auto-confirming showing acceptance on certain days/times. These rules can be one-time or recurring.
  • Add restrictions to block certain showing times for a property (i.e., when the homeowner or family members will be home and cannot be disturbed). These restrictions can be one-time or recurring.
  • Set the appointment mode (i.e., appointment required or go and show)
  • Set the maximum appointment length for showing
  • Suspend showings on a property indefinitely. If for any reason you need to stop showing one of your listings or a team member’s listings, rather than remove the listing and add it again later, you can simply suspend it.

Showing Instructions

Showings instructions allows you to give a Showing Agent a detailed list of pertinent information on a property:

  • Standard Instructions (i.e., knock first, turn off lights)
  • Lockbox Instructions (i.e., lockbox model, details about the lockbox location)
  • Alarm Instructions
  • Additional Information (i.e., free-form field to supply other helpful information for the Showing Agent)
  • Showing Instructions (from MLS) is not editable; data is imported from the MLS site.

Manage Contacts

View and manage contacts on each listing:

  • Add an Existing Client to a Listing
  • Add a Co-Listing Agent to a Listing (the agent must be on your team to be added as co-listing agent)
  • Set Notification Preferences for Contacts for appointment confirmations and cancellations (notify by message center, email and/or text)
  • Set Homeowner Notifications to send beginning of showing and end of showing notifications. When the lockbox on the listing is accessed, notifications go out to let the homeowner know that someone is there – and that someone has left.

Feedback Form

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

Send Notification

You may want to send a message to agents that have shown a property you have listed, agents in your office, or all agents/contacts associated with a particular listing.

For example, you can easily announce a price reduction or send listing updates such as a remodeled kitchen by using this feature.

Listing Activity Report

This report provides the agent a view of appointments and feedback for a listing. The report displays graphs and trends. You can export the report to share it with your seller to discuss a strategy moving forward.

  • Total Appointments: Displays the number of appointments along with graphs depicting the 7 day and 30 day trend.
  • Feedback Received: Displays the number of feedback requests that were completed along with graphs depicting the overall rating and interest level rating.
  • Export to save the report as a PDF so you can easily send it to your client.

View Appointment History

Appointment history details for each of your listings are displayed and can also be exported to PDF and emailed to you, your Clients and other Agents.

  • Each row in the appointment history table displays details specific to that change.
  • The default sort displays the most recent change at the top of the list. You can change the sort by clicking the arrow next to a column heading.
MY CLIENTS

My Clients Menu 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.     On the main menu, click My Clients.

2.     Click + Add Client. The new client window appears in the right pane.

3.     Enter the client details and click Create Profile.

4.     A window appears confirming your client has been created and added to your roster. Click Done.

  • Note: The client will receive an email to download the ClientConnect app.

5.     Once the client has been added, the Link/Unlink Clients and Edit Profile buttons become active.

6.     To link the client to another client, click Link/Unlink 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.

7.     Find the client you want to link and click the checkmark next to their name. Then click Next.

8.     A window appears asking you to confirm that you want to link these Clients. Click Confirm.

9.     A window appears confirming your clients are now linked. Click Done. The name of the linked Client now displays under the original client’s profile picture in the right pane.

10.  To edit the client profile, click Edit Profile.

11.  Make your edits and click Save Changes.

12.  To archive the client profile, click Archive Client. The client will be moved to your Archived Clients list. (You can also permanently delete the client profile by clicking Delete Client.)

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 is no longer interested in a home in their properties list, you can archive the property.

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.     On the main menu, click My Clients.

2.     Find your client (either by searching or scrolling through the list) and click Client Properties from the sub-menu.  The client properties (if any) already associated with their profile appear in the right pane.

3.     Click Add Property.

4.     In the Search field, enter the property you would like to add to the Client’s Property list. The property is added to the client’s property list.

5.     To archive a property from the client’s list, select the radio button next to a property in the client’s list.

6.     Click Archive Property. The property is removed from the client’s property list.

View, Edit, and Cancel Client Showings

The calendar allows you to view a client’s schedule and see what showings they have for a particular day. From here you can also edit or cancel client showings.

1.     On the main menu, click My Clients.

2.     Find your client (either by searching or scrolling through the list) and click Client Calendar from the menu.  The client’s calendar appears in the right pane.

3.     Click a date on the calendar to view showing details.  All showings for that date appear to the far right.

4.     From here you can edit the showing, cancel the showing, or get directions to the showing.

  • To edit the showing, click the pencil icon. You will be re-directed to the Schedule page to make your changes.
  • To cancel the showing, click the trashcan icon. A confirmation window will appear to verify the cancellation. A message will be sent to the listing agent.
  • For directions to the 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 they visited. Each time they view a property, the activity is automatically updated – from first showing all the way to the final walkthrough.

1.     On the main menu, click My Clients.

2.     Find your client (either by searching or scrolling through the list) and click Client Activity from the sub-menu.

3.     The client properties already associated (if any) with their profile appear in the right pane.

View Client Feedback

View the feedback Clients have provided on properties you’ve shown them. (Clients can submit feedback through the ClientConnect app).

1.     On the main menu, click My Clients.

2.     Find your client (either by searching or scrolling through the list) and click Client Feedback from the sub-menu.

3.     Client feedback (if any) appears in the right pane.

MY FEEDBACK

My Feedback Menu Overview

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

The My Feedback feature of SentriKey Showing Service® provides an easy way to help you move your buyers and sellers through the process. Research shows that if a feedback request is simple to use, you’re significantly more likely to get a response.

You can also share feedback surveys and responses with your buying and selling clients directly through the ClientConnect app (or via email).

Requests are sent to the Showing Agent as soon as the appointment time ends. If the feedback request hasn’t been acknowledged, you can choose to have the request automatically re-sent to the agent up to five times.

The Feedback page displays feedback on your listings and showings. Feedback displays on this page for 14 days, then is moved off to a permanent storage location.  (Feedback can always be accessed in the Activity Report under the My Listings menu.)

My Listings

  • New Feedback – displays a list of new feedback that you’ve received on your listings. Appointment details, property information, showing agent contact details, and access to feedback surveys appear here.
  • Unanswered Feedback – displays a list of feedback requests that have been sent but have not yet been completed. Appointment details, property information, showing agent contact details, and the dates and times that the feedback has been requested appear here.

My Showings

  • Unanswered Feedback – displays a list of feedback requests that you need to fill out and submit to the listing agent. Appointment details, property information, listing agent contact details, and access to the feedback survey appear here.  (Once you fill out the feedback this item moves down to the Submitted Feedback area where you can later view what you submitted.)
  • Submitted Feedback – displays a list of feedback requests that you have filled out and submitted to the listing agent. Appointment details, property information, listing agent contact details, and access to the submitted feedback appear here.

For the Listing Agent: View New Feedback on your Listings

When viewing your properties on the My Listings tab, you can easily see when you have new feedback on your properties.

1.     On the main menu, click My Feedback.

2.     Click the My Listings tab.

3.     In the New Feedback area, click View Feedback to view the completed feedback form.

4.     Review the completed feedback form. You can forward the feedback to your Client by clicking Forward to Client.

5.     The feedback form will be emailed to your Client.

For the Showing Agent: Submit Feedback on Properties

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

1.     On the main menu, click My Feedback.

2.     Click the My Showings tab.

3.     In the Unanswered Feedback area, click Submit Feedback next to a property to review and submit a feedback form.

4.     Enter the feedback and click Submit Feedback.

For the Showing Agent: View Submitted Feedback

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

1.     On the main menu, click My Feedback.

2.     Click the My Showings tab.

3.     In the Submitted Feedback area, click View Feedback next to a property.

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

MY SETTINGS

My Settings Menu Overview

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

The My Settings menu is an improved way of viewing your SentriKey account details and Showing Service settings.  You can adjust your profile, account, lockbox, showing, and notification settings.

Profile Settings

Use the Profile Settings page to:

  • Add or update your email address, cell phone number, and profile picture

Account Settings

Use the Account Settings page to:

  • Change your password & PIN
  • Add or remove team members
  • View your device registration history, account event log, and access log

Lockbox Settings

Manage the settings on your lockboxes

Showing Settings

Use the Showing Settings page to manage Default Showing Settings

  • Showing Agent Preferences:
    • Default appointment type & appointment length
  • Listing Agent Preferences:
    • Default appointment mode & maximum appointment length
    • Allow overlapping appointments
    • Request appointments online

Notification Settings

Use the Notification Settings page to manage text/email notification preferences as a listing or showing agent.

  • Your Listings:
    • Appointment request/confirm/cancel notifications
    • Showing Instructions (updated/need changes)
    • Feedback requests
  • Your Showings:
    • Appointment confirm/cancel notifications
    • Feedback requests

Update Your Email Address, Cell Number, and Profile Picture

The information on your profile is imported from your association. As an agent, you can only edit three of these fields (email address, cell phone number, and profile picture). Note: Email address and cell phone number must be unique.

1.     Click Manage My Account (this takes you directly to the My Settings > Profile Settings page).

Email Address
1.     To edit your email address, enter it into the Email field and click Send Verification Email.

2.     A success message displays notifying you that a verification email will be sent to that the address.

  • Notice that the red exclamation still appears next to your email address until it has been verified.

3.     From your Inbox, open the verification email and click the link to validate your email address.

4.     A confirmation message displays. Click Done.

5.     Log into the website again to continue.

  • Notice the green checkmark next to your email address indicating it has been verified.

Cell Phone Number
1.     To edit your cell phone number, enter it into the Cell Number field and click Save Changes (if you are adding a cell number for the first time, you need to click the Send Verification Text button).

2.     A message displays notifying you that a code was texted to your cell number. Enter the verification code in the field.

  • Notice that the red exclamation still appears next to your cell phone number until it has been verified.
  • If you are updating your cell phone number to a new number, until you verify your new cell number, the old number remains in the Cell Number field.

3.     Click Done.

  • Notice the green checkmark next to your cell phone number indicating it has been verified.

Profile Picture
1.     To edit your photo, click the Change Photo link (located under the photo or person icon).

2.     Click Browse Photos or drag the image file into the box.

  • Note: You can add JPEG or PNG files. Maximum file size is 1MB.

3.     In the Preview box you can adjust the layout by using the slider to zoom in/out. Click Save.

4.     Your image appears on the Profile Settings page. Click Save Changes.

5.     The success message displays. Click Done.

Change Your Password

If you want to update your password, you can navigate to the Account Settings page. Passwords must be at least six (6) characters and contain at least:

  • One (1) uppercase character
  • One (1) lower case character
  • One (1) number

1.    Click Manage My Account (this takes you directly to the My Settings > Profile Settings page).

2.    Click Account Settings on the left.

3.    Click Change Password.

4.    A window appears to reset your password.

  • Enter your current password
  • Enter a new password in the Password field
  • Re-enter the new password in the Confirm Password field

5.    Click Change Password.

6.    A message appears confirming your password has been changed.

Change Your PIN

If you want to change your PIN (used to access lockboxes in the SKRE app and to validate your identity when you call into SentriKey Support), you can navigate to the Account Settings page.

PINs must be numeric and:

  • Cannot start with a zero (0)
  • Cannot contain repeating numbers (e.g., 2244) or be sequential (e.g., 1234)

1.    Click Manage My Account (this takes you directly to the My Settings > Profile Settings page).

2.    Click Account Settings on the left.

3.    Click Change PIN.

4.    A window appears to reset your PIN.

  • Enter your current Password or PIN
  • Enter a new PIN in the PIN field
  • Re-enter the new PIN in the Confirm PIN field

5.    Click Change PIN.

6.    A message appears confirming your PIN has been changed.

Add or Remove Team Members

Any user can request to add team members or remove them from their team. You can search for (and request to add) any agents from your association or an association that you share reciprocity.

1.    Click Manage My Account (this takes you directly to the My Settings > Profile Settings page).

2.    Click Account Settings.

3.    From the Team Members field on the right, click in the Add Team Members field and type the name of the agent you wish to add.

4.    Select the name of the desired agent and then click on the + to send a request to add the team member.

5.    A message appears confirming your request to add the team member. Click Done.

6.    A message is sent to the user to approve (or deny) the request to be added to your team.

7.    A yellow triangle displays next to their name while the request is pending.

8.    Once the agent confirms your request to be added to the team, they appear in your list of team members.

9.    To remove a team member, click the – next to their name.

10. A warning message appears to confirm the action. Click Confirm to remove the team member.

View Your Device Registration History

Click Device History to display the devices you have used with your SentriKey® Real Estate account. See the Date, Time, and Device details of the mobile device used to log into your account.  Any device registration limit changes, if any, are displayed in the device history, too.

View Your Account Event Log

Click Event Log to view account status changes, team member changes, and other actions logged on your account.

Set Your Default Lockbox Settings

Lockbox settings are current functionality of the SentriKey® Real Estate system. You can now manage the settings specific to your lockbox inventory from the My Settings menu.

  1. Click Manage My Account (this takes you directly to the My Settings > Profile Settings page).
  2. Click Lockbox Settings on the left.

Manage Your Default Showing Settings

The Showing Settings tab allows you to set Showing Agent preferences to adjust default settings for appointment length and appointment type. The tab also allows you to set Listing Agent preferences on maximum appointment length, appointment required (or not), and whether or not to allow overlapping appointments.

1.    Click Manage My Account (this takes you directly to the My Settings > Profile Settings page).

2.    Click Showing Settings on the left. The Showing Default Settings page appears.

3.    Select your preferred values from each field.

4.    For properties where you are the Showing Agent you can select defaults values for:

  • New appointment type
  • New appointment length

5.    For properties where you are the Listing Agent you can select default values for:

  • Allow agents to request appointments online
  • Default appointment mode
  • Maximum appointment length
  • Allow overlapping appointments

6.    Click Save Changes when you are finished.

Manage Your Showing Notification Preferences

You have several options regarding your showing notifications preferences as a Listing Agent and a Showing Agent. You can select if you would like to receive text and/or email messages (or none) for listing and showing activities, send or receive feedback requests, and more.

Note:  All showing notifications are now automatically sent to the Message Center on the SentriKey® Real Estate website (even if you deselect Text and Email options).

  1. Click Manage My Account (this takes you directly to the My Settings > Profile Settings page).
  2. Click Notifications on the left. The Notifications Default Settings page appears.
  3. From this page, you can view/ change your default settings. Select preferred values from each field. See below for descriptions.

Listing Agent Preferences:

  • For Notifications for Appointments on my Listings, click the text and/or email buttons to make your selections for any of these options:
    • When Appointments are requested
    • When Appointments are confirmed or canceled
  • For Listing Notices, click the email button to receive a message for either of these options:
    • Changes on my showing instructions
    • When my listings need showing instructions
  • For Feedback Requests on properties where you are the Listing Agent, you can select if you would like to request feedback from Showing Agents and the number of times to send that request.

 Showing Agent Preferences:

  • For Notifications for Appointments I Request, click the text and/or email buttons to make your selections for any of these options:
    • When Appointments are confirmed or canceled
    • When there is a price change/listing notification on a property I’ve shown
  • For Feedback Requests on properties where you are the Showing Agent, you can select if you would like to receive feedback requests from other agents.
  1. Click Save Changes when you are finished.