Overview
Purpose: This guide explains how to schedule a tour for a prospect within Revela, making the process seamless and efficient.
Target Audience: Leasing agents, property managers, and admins.
Step 1: Access the Prospect’s Profile
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Navigate to Operations (left menu) > Leasing (top toolbar) in Revela
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Select the prospect who wants to schedule a tour
Step 2: Schedule the Tour
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Click the Actions dropdown in the prospect’s profile
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Select Schedule Tour from the menu
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Follow the on-screen prompts to set the tour date and time
Step 3: Confirm and Notify the Prospect
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Review the scheduled tour details to ensure accuracy
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Enter the property, tour guide, time and a brief message
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Send a confirmation to the prospect via email or text (if applicable)
Once you click the Schedule Tour button, the prospect will receive a calendar invite as well as specific instructions established on the property’s listing page.
Best Practices, Tips, and Notes
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Always verify the prospect’s availability before confirming the tour
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If the prospect needs to reschedule, simply revisit their profile and update the tour details
Common Issues & Troubleshooting
Issue 1: The Schedule Tour button is not available
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Solution: Ensure the prospect profile is fully created and that the leasing team has permissions to schedule tours
Issue 2: The prospect did not receive a confirmation
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Solution: Verify that the prospect’s email or phone number is correctly entered in their profile