Setting up listing notes

Setting up listing notes

Listing notes are specific to each property, and can be seen both within Touchbase and via your MLS. These notes are useful in that they are visible before a showing request is even sent. This can help eliminate redundant or useless steps in the showing process. Things like ''Property is vacant, all showings are auto-confirmed.'' are great examples of useful listing notes.

You can set these up by opening your Touchbase app and selecting My listings > Choose the listing in question > Listing notes.

To add a new note, click on Add a note under Actions. Enter the note you would like to display prior to the showing request (up to 250 characters).

Covering period

You can customize your notes so that they are displayed only during certain days and/or times. To do this, simply enter the From and To period throughout which you want the note to appear. For example, you could choose December 1st to December 20th.

To display the note until further notice, simply click on the toggle icon in the Custom period button so it shows All the time.

Applying a filter

You can take the covering period a step further, by choosing a time of day and selecting specific days of the week.

For example, you could choose to align the note with the aforementioned 'auto-confirmed' time slots. Let's say you made pre-approved all showings from 8 a.m. to 5 p.m., 7 days per week because no one is living in the property. You could then choose to show the note from 8 a.m. to 5 p.m. every day.

You could even choose to add a second note, that only appears outside of those hours, explaining that showings are auto-confirmed between 8 and 5.

This is just one example of the many uses of a custom covering period.

To display the listing note 24 hours/day, simple leave the toggle under Filtering to No filter.

Be sure to click Save when you're done.