While hosting a Live Session, you may want to call out specific aspects of the property for the prospect (floorplans, pictures of the property, lease application, your favorite ice cream shop's menu, etc.). You can now add attachments when scheduling your tour and the prospect will be able to click and view these attachments during and after the tour. 😄
💡 Tip:
Attachments must be JPG, PNG, or PDF files.
Here are some instructions on how to add Default Attachments to all of your Live Sessions on your web dashboard!
1) Click "Settings" (or ⚙️ icon) on the top right corner of your screen.
2) Next, click the "Attachments" button on the far right. Select the "Upload " button and choose any JPG, PNG, or PDF file that you have stored on your computer.
3) Now that your attachments are preloaded into your account, you will have the option to select which ones you want to present to the prospect during the session. Head to your "Live Sessions" tab on your web dashboard and schedule the session at your desired time and date. You will see your pre-loaded attachments appear under the "Attachments" section on the Schedule Session page. You have the ability to add more attachments for this specific session. To do this, click on the "Choose File" button.
4) From this page, you can also rename or delete the file or image by hovering over the file.
If you would like to change the name of the file, click on the notepad & pencil icon.
To remove this file from this specific tour, click on the trashcan icon 🗑️.
5) When you have all of the information entered that is necessary for your Live Session, go ahead and click schedule.
6) After you start the Live Session from your computer, click on the paperclip icon 📎 to view your pre-loaded attachments. Remember, you must Screen Share if you want your prospect to see exactly what you are doing on your screen.
Want to learn about more features? Click here!
