Prescreening Criteria
Lauren Neal avatar
Written by Lauren Neal
Updated over a week ago

Prescreening criteria is super helpful for high traffic areas or anytime you feel frustrated by appointments in which renters who tour tell you later that they do not qualify and both of your time is wasted.

To setup prescreening, on the bottom of the lefthand navigation panel go to Account and then go to the Preferences section and scroll down to the Pre-screening requirements section.

Here you can toggle on and off whichever prescreening criteria you want. For monthly income you can use the slider to adjust the multiple to whatever your income requirement is. If you want to add your own custom prescreening question, select + Add custom requirement:

From here you can enter your own yes/no question and select whether the desired response is yes/no. If you want to include a link, follow the example below. When you are done click Done. When you are done with all of your prescreening preferences, make sure to click Save at the bottom right:

Let's say I have the above settings on. Here's what a renter would see before they are able to book a tour online:

Note that I attempted to click Book Tour! but was unable to because I did not answer 2 of the prescreening questions as desired. As soon as I answer them correctly, I am able to book a tour!

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