Showings Overview

Showings Overview

🚪 Mastering Showings with Back At You

The Back At You platform provides a comprehensive Showing Management system. This tool allows you to set clear instructions, automate notifications, and provide professional activity reports to your sellers.


🛠️ Setting Showing Preferences

Before accepting requests, configure the listing's "ground rules" to ensure smooth communication.

  1. Navigate: Go to the Listings tab and select Listings.

  2. Select Property: Click on the listing you wish to configure.

  3. Open Showings Tab: Select the Showing tab at the top of the details page.

  4. Configure Preferences:

    • Confirmation: Designate who has the authority to approve showings.

    • Notifications: Toggle alerts for the Seller and/or Listing Agent.

    • Instructions: Provide entry details for the buyer’s agent.

    • Directions: Add specific geographical cues to find the property.

    • Notes: Add critical reminders (e.g., "Pet on premises," or "Please remove shoes").

  5. Save: Click Save in the upper right-hand corner.



📅 Adding and Managing Showings

You can log showings for an individual property or manage your entire inventory at once.

Option A: For a Single Listing

  • Within the listing's Showing tab, click +New.

  • Enter the Showing Agent's name (auto-fills for existing contacts).

  • Set the date, time, and status (Pending/Confirmed).

  • Pro Tip: Select "Send Survey" to automatically collect feedback from the buyer's agent after the showing.

Option B: For Multiple Listings (Dashboard)

  • Go to Listings > Showings Requests.

  • This central dashboard displays all scheduled showings. Use the Filter function to sort by status or type.

  • Click +New to log a showing for any of your properties from one screen.

💡 Management Tip: Use the three-dot action button ($...$) next to any showing to Edit, Cancel, Confirm, Decline, or Reschedule.






🔗 The Showings Request Link

Make it easy for outside agents to book appointments by using your unique Showings Portal Link.

  • Find it: On any Listing Details page, click the Showings Request Link icon in the top right.

  • Share it: Copy the URL and paste it into the MLS Private Remarks or your email signature.

  • Benefit: Buyer’s agents can click the link, create a quick account, and request times based on your preferences. The system will then notify you or the seller automatically.


⚠️ Request a Showing Lead Form on your Property Website

There is a Request a Showing lead form on each Property Website.

When this is filled out, you will receive a lead notification and you will be able to see the lead who requested a showing in your CRM.

Please note: This will not create a Showings Request under the Listing—this will create a lead in your CRM, and from there you can get in contact with that lead to schedule a potential showing.


📊 Showing Reports

Generate professional reports to keep your sellers updated on market interest.

  1. Run a Report: Go to Reports > Showing Requests.

  2. Filter: Select Showing By Status and click Run. You can filter by date range, property type, and status.

  3. Distribute: In the top right, choose to Print, Email, or Export the report.

  4. Save for Later: Click Save on the filter page to keep this configuration for future use. It will appear on your Saved Reports tab for one-click access.