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How-To Guide: ACE Tour Scheduling Settings

Learn how to customize ACE’s tour scheduling settings in the LeaseHawk Admin Center.

Last Update:
August 13, 2021
ACE
How-To Guide

Overview

ACE can schedule two types of appointments for your prospects: onsite guided tours and virtual tours. This how-to guide covers each of the settings available in the LeaseHawk Admin Center for you to customize how ACE schedules tours.

Step 1: Login

  1. Login to the LeaseHawk Admin Center: https://admin.leasehawk.com
  1. Click on the Schedule Tour dashboard (located in the left-hand navigation bar)

Step 2: Configure Your Onsite Guided Tour Settings

Schedule Onsite Guided Tour

Turn the toggle to the on position to allow ACE to schedule onsite, traditional guided tours. If onsite, self-guided tours are offered, please email support@leasehawk.com, so we may configure ACE with this tour option.

Onsite Guided Tour – Ask for Last Name

Turn the toggle to the on position for ACE to request a prospect's last name. This will ensure ACE collects a complete guest card; however, if you’re looking for a minimal and speedy process for your prospects, feel free to turn this feature off.

Onsite Guided Tour Appointment Window

Specify how many days out you want to allow appointment scheduling. By default, we recommend allowing prospects to schedule within a 30-day window.

Onsite Guided Tour Time Buffer

This is a buffer of time between the current time and the soonest time that a prospect can schedule a tour. To allow your leasing team ample time to prepare for a tour, we recommend setting this buffer to at least 1 hour.

Onsite Guided Tour Appointment Hours

These settings are used by LeaseHawk clients without a calendar integration. For clients that do have a calendar integration, ACE will automatically pull your property and on-site team’s availability for scheduling appointments from your integrated system.

Next to each day, specify the hours that your leasing office will conduct tours. You may split hours within a day to break up your property’s tour appointment hours into a series of intervals or gaps. This is helpful for blocking out break times, such as a lunch hour when no appointments should be scheduled. Appointment hours may be split up to 3 times for a day using this feature.

How to Split Appointment Hours

  1. Log in to the LeaseHawk Admin Center: https://admin.leasehawk.com
  1. In the left-hand navigation, click on the Schedule Tour dashboard.
  1. Scroll down to the Onsite Guided Tour Appointment Hours section.

  1. Click on the blue Split Hours option next to the day you’d like to update. Click it a second time to add a third time interval. If you’d like to remove an interval, click the blue Remove option.

  1. Enter the appointment hours for each split interval.

  1. Click the orange Save button in the top-right corner, then click Publish.

Step 3: Configure Your Virtual Tour Settings

Schedule Virtual Tour

Turn the toggle to the on position to allow ACE to share a website URL to the prospect for an on-demand, self-guided virtual tour that does not require an appointment (e.g., Matterport, LCP360, or link to watch a prerecorded video).

If your virtual tour is a live video conference (e.g., Facetime, Skype, Zoom), let us know so that we may configure ACE to schedule a virtual tour.

Virtual Tour – Ask for Last Name

Turn the toggle to the on position for ACE to request a prospect's last name. This will ensure ACE collects a complete guest card; however, if you’re looking for a minimal and speedy process for your prospects, feel free to turn this feature off.

Virtual Tour Confirmation

Enter ACE’s virtual tour response.

In the Default tab, we recommend for ACE to respond with, “The best way to get this information is with a text.” ACE is automatically configured to then ask the prospect for permission to send them the text response.

In the Text tab, enter the website URL for your virtual tour. We recommend providing some directions too, such as, “View our virtual tours here: [enter url].”

In the Chatbot tab (if applicable), enter the website URL for your virtual tour again. We recommend showing your URL as a hyperlink, like this, “View our virtual tours here.” To create a hyperlink, highlight the text you’d like to hyperlink, then click on the Add Hyperlink icon. Paste your URL into the box and click Save.

Step 4: Configure Your On-Site Self-Guided Tour Settings

Enable On-Site Self-Guided Tours

Turn the toggle to the on position to allow ACE to share a website URL to your self-guided tour system for the the prospect to complete their tour request (e.g., Rently, ShowMojo, etc.).

On-Site Self-Guided Tour – Ask for Last Name

Turn the toggle to the on position for ACE to request a prospect's last name. This will ensure ACE collects a complete guest card; however, if you’re looking for a minimal and speedy process for your prospects, feel free to turn this feature off.

On-Site Self-Guided Tour Confirmation

Enter ACE’s on-site self-guided tour response.

In the Default tab, we recommend for ACE to respond with, “To continue the tour process I need to send you the link to our tour scheduling widget.” ACE is automatically configured to then ask the prospect for permission to send them the text response.

In the Text tab, enter the website URL for your self-guided tour system. We recommend providing some directions too, such as, “Please select the following link to continue your self-guided tour setup: [enter url].”

In the Chatbot tab (if applicable), enter the website URL for your self-guided tour system again. We recommend showing your URL as a hyperlink, like this, “Click Here to continue scheduling your self-guided tour.” To create a hyperlink, highlight the text you’d like to hyperlink, then click on the Add Hyperlink icon. Paste your URL into the box and click Save.

Step 5: Save and Publish

After you have finished configuring your settings, click on the orange Save button in the top-right corner. Then click, Publish.