Within Aligned Showings, a Team Member and Team Instructions can be added in three different places.
For All Showings Going Forward:
First, visit your Settings and go to Edit System Preferences. Here you can add a Team Member to be involved with all your listings going forward. Team Instructions can also be added to automatically populate into new listings.
Those team members added through global settings that don’t require notifications for a specific listing can be disabled in listing setup.
For All Showings for a Specific Listing:
Under the My Listings area, you can edit the Office Involvement section to add a Team Member to be involved with all showings for this specific listing. Team Instructions can be added to display for this listing’s showing appointments.
For a Single Showing Appointment:
Within your Messages, you can add a Team Member to your team, whether it be on the listing or showing side. This addition will apply only to the selected showing appointment. Any Team Member can modify the Team Instructions that always displays on the right.
Though adding a Team Member is not required in Aligned Showings, it becomes vital if you collaborate with a trusted co-listing agent or if your office operates with an established Teams system. By adding a Team Member, you empower them to efficiently manage showings, access important listing details and stay engaged with each individual listing. It ensures seamless coordination with your team, allowing for a more streamlined and effective showing process.
To learn more, check out the Aligned Showings page.