This is a newly rolled-out feature. The core flow — host, check in, follow up — works end to end, but it’s an early slice: there’s no printable sign sheet, no multi-event analytics dashboard, and no support yet for recurring or multi-day events or co-hosting agents.
Hosting an open house
From a property’s detail page, click Host Open House. Fill in:- Title (optional) — e.g. “Sunday Open House”
- Starts / Ends — defaults to a two-hour window starting two hours from now; adjust as needed
- Notes (optional) — anything for your own reference, like “Parking out back, shoes off at the door…”
Sharing the check-in link
Once created, you get:- Check-in link — copy it with one click to text, AirDrop, or post at the door
- QR code — display it on a tablet, printed sign, or your phone at the sign-in table
- Open live visitor list — jumps to the host view (see below)
What visitors see
The check-in page shows the open house title (or “Welcome — please sign in” if no title was set), the property address, and who’s hosting. Visitors fill in:- Your name
- Phone
- When are you looking to buy? — Ready now, 0–3 months, 3–6 months, 6+ months, or Just browsing
- Do you have an agent representing you? — Yes or No
What happens automatically after a check-in
Each check-in:- Creates (or matches, if they’re already in your CRM) a Person record, scoped to your organization
- Logs an open house showing on the property, including their buying timeline and agent status
- Enters your normal AI follow-up pipeline the same way any other new lead does — so your existing automated first-touch and scoring rules apply without any extra setup
- Triggers an instant thank-you SMS to the visitor’s phone, referencing the property address
The thank-you SMS only sends if your brokerage has an active Twilio number configured. If none is set up, the SMS step is silently skipped — the check-in itself, the Person record, and the showing are unaffected. Configure a number under Settings → Phone to enable it.
The host visitor list
Click Open live visitor list from the host dialog, or return to it anytime from the property page. This view shows:- The event title (or property address), status badge, and address
- A running visitor count
- Each visitor’s name, buying timeline, agent status, and check-in time, newest activity reflected automatically — the list polls for updates every few seconds, so no manual refresh is needed
- Go live — advances a scheduled event to live
- End open house — closes check-in; the public link stops accepting new visitors and shows visitors the “ended” message