TouchBase Buyer's Tour Guide
The TouchBase Buyer's Tour simplifies scheduling and organizing property showings, making it easy to organize your day. You can access the Buyer's Tour by clicking on “Buyer's Tours” in the TouchBase menu on the app or through the browser menu.
Creating a Buyer's Tour
- Open the Buyer's Tour: This section displays all your upcoming and past tours. A search bar at the top allows you to filter tours, and your search persists even when switching tabs.
- Start a New Tour: Click “Create a New Tour.”
- Assign a Buyer: You can search for an existing buyer or create a new contact. When creating a contact, enter the first and last name, email address (required), and up to four phone numbers and email addresses. Click “Save” once completed.
- Set Tour Date and Time: Select the start date and time for the tour and save your settings.
Adding Listings To Your CartThe Buyer's Tour integrates with the MLS. Now, when you click on the TouchBase button from your MLS, you have the option to add a listing to your cart in addition to sending messages.Adding Destinations
- Click “Add a Destination” or use the plus icon.
- Search for the listing by agent name, property address, or MLS number. If you have added listings to your cart, you can access them here.
- Select a listing from your cart and proceed to the showing request message.
- The listing will stay in your cart until you delete it so you can add it to as many Buyer’s Tours as you wish.
- The system automatically calculates the start time based on your tour sequence. You can adjust this manually if needed.
- Save the showing to your cart.
Adding Waypoints and Pauses
- Waypoints: Add stops such as lunch breaks by clicking the plus icon and selecting “Waypoint.” Search for the desired location and save it to the tour.
- Pauses: Click the plus icon and select “Pause.” Choose a duration (5-60 minutes) to account for breaks or adjust for traffic delays. Pauses help ensure realistic travel times.
Optimizing and Adjusting the Tour
- Click the “Optimize Tour” button to arrange showings in the most efficient order.
- You can manually reorder stops using the grip bars and re-optimize as needed.
- Click “Show on Map” to visualize the tour route with driving instructions.
Managing Showing Requests
- Sending Requests: Once all destinations are set, send all showing requests at once.
- Editing Showings: Before requests are sent, you can edit any stop by clicking the pencil icon.
- Canceling Showings: After sending, you can only cancel individual showings.
- Tracking Status: Icons indicate the status of each showing:
- Gray: Requests not sent
- Yellow: Pending confirmation
- Orange: The schedule has been changed
- Red: Canceled by listing agent
- Green: Confirmed
Sharing the Buyer's TourOnce all showings are confirmed, you can share the tour with your buyer via email with one click.Canceling or Deleting the Tour
- To delete the entire tour and cancel all showings, use the delete button at the bottom of the tour screen.
- To cancel a specific showing, click the listing and send a cancellation request.
