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Require manual approval before showing is scheduled

R
Written by RentEngine Ops
Updated over a week ago

Overview

You can require that all showing requests be approved manually before they are confirmed. This gives your team control over every scheduled time and prevents automatic bookings when you need to verify details first.

This setting applies to both accompanied and self-guided showings.


When to use manual PM approval

Enable manual PM approval when:

  • You need to personally review every prospect before booking

  • You want to ensure availability before scheduling is finalized

Manual approval ensures prospects never receive access codes or confirmations until your team approves them.


How it works

When manual approval is enabled:

  1. A prospect selects a time and completes the prescreening

  2. If the prescreen is approved, the showing will enter "Showing Pending" status and your team will be notified

  3. You can approve or deny the request manually

  4. Once you approve, the showing is scheduled and confirmation/reminders are queued


Turn on manual PM approval

  1. Open Properties

  2. Select the property

  3. Click Take action β†’ Edit property

  4. Navigate to Step 2 (Showings)

  5. Press "See More" and find the "Require PM approval" option

  6. Turn it on

  7. Click "Next" to save

Once saved, manual approval applies to all future showing requests for that property.

Note: you can set this as a company-level setting here. Please not, this will apply to all new properties that are activated. To apply it to existing units, please use the bulk update guide here.


Approve a showing request

  1. Go to Command Center

  2. Find the prospect with a pending showing

  3. Open their conversation and find the Showing Pending leasing event

  4. Click "Approve"

This schedules the showing and triggers:

  • Scheduling messages

  • Reminders

  • Code generation at showing time (if applicable)

The showings calendar updates automatically.


Deny a showing request

  1. Go to Command Center

  2. Find the prospect with a pending showing

  3. Open their conversation and find the Showing Pending leasing event

  4. Click "Reject"

  5. Optional: customize the message that is sent

Denied requests do not schedule a showing.


Notifications and timing

When manual approval is required:

  • Agents and assigned team members receive alerts for pending requests

  • Prospects get a message confirming their request is received

  • No showing is scheduled until approval


Best practices

  • Use manual approval for high-demand or sensitive properties

  • Combine with strict prescreening for extra control

  • Check pending approvals regularly throughout the day

  • Add internal notes explaining special conditions

Manual approval improves control but should be monitored to avoid delayed responses.

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