How does my client use BrokerBay?

How does my client use BrokerBay?

Sellers and tenants have the ability to view their BrokerBay listing, approve and deny showings, soft suggest new times for showings, and access a list of all appointments booked on their property. They can also modify their listing notification settings. Their permissions are dependent on the listing contact configuration set up by the listing agent/brokerage admin staff when showings are initially configured.


Navigating the external dashboard

Currently, clients can view information about their listing and the showings booked on it via their external dashboard—a unique page that doesn't require logging in and can be accessed by clicking on any link within a showing notification email or SMS.


Choosing your notification style

Advise your Listing Agent whether you want to receive showing notices by email, SMS, or both! There are three different ways a listing can be set up - Auto Confirm (which requires no action on the sellers part) Listing Agent to Confirm (which requires no action on the sellers part) and Seller/Tenants to Confirm. Let's first look at an example of a notification that does not require action (note that the notification says 'Confirmed'):

Screen_Shot_2021-08-03_at_12.42.08_PM.png

If you click the link above, you will be directed to this screen on the external dashboard, pictured below. When you receive a notification like this, no further action is needed

Screen_Shot_2021-08-03_at_12.41.54_PM.png


Here is an example of an email notification:

Screen_Shot_2021-08-03_at_12.41.38_PM.png

If you click View Listing, you will again be directed to the external dashboard. When you receive a notification like this, no further action is needed


How to confirm and deny showings

If your Listing Agent has set the permissions for you to be able to confirm or deny a showing, here is how to do so.

Within the SMS notification, click the link, which will direct you to BrokerBay's external dashboard, here: (note that the notification says 'New'):


Screen_Shot_2021-08-03_at_12.41.31_PM.png


To take action: Click the link within the email to be redirected to the external dashboard, where you can Confirm or Deny the showing: 

Screen_Shot_2021-08-03_at_12.41.17_PM.png


If you are set to receive email notifications, you can Confirm/Accept or Deny the showing within the email itself: 

Screen_Shot_2021-08-03_at_12.40.56_PM.png

How to suggest a time change

If you have received a showing but the time won't work, you are able to suggest a different time. If you don't see a blue Suggest button, this means your Listing Agent has not set you up to utilize this feature. Here's how to suggest a time change: 

Within the notification, click the blue Suggest button (if on mobile, click the Manage link)
Screen_Shot_2021-08-03_at_1.19.50_PM.png


Next, select the date and time that works better for this showing. Once you select a date and time, you will receive a popup:

Screen_Shot_2021-08-03_at_1.20.39_PM.png
 


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