A FIELD JOURNAL FOR PROPERTY PEOPLE

Showing Notes—

Practical guide

The showing time changed. Update the conversation and the calendar.

A short workflow for confirming a new appointment time without leaving an old reminder behind.

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Treat a reschedule as a change that needs agreement, then update every place that can send the old time.

State exactly what is changing

Name the property, the proposed date and time, and the time zone when it could be ambiguous. Make clear whether you are proposing a change or confirming one the client already accepted. Do not let a delivery receipt stand in for the client’s agreement.

Example draft: “Would 3:30 p.m. on Tuesday work for the Oak Street showing instead of 2 p.m.? Please reply to confirm before I update the appointment.” Replace every detail and check availability before sending.

Update the reminder source

After agreement, change the appointment in the system your team treats as authoritative. Inspect queued reminders and any separate CRM sequence. If a reminder is already held by the messaging provider, use its documented cancellation process and check the result.

Leave a note explaining who agreed to the change and when. A colleague should be able to verify the new arrangement without guessing which of several text messages was final.

Rehearse the awkward reply

In the pilot, have the client change the time while another colleague is answering. Confirm the calendar, conversation owner and pending reminders end in a consistent state.

If the client does not confirm, follow the team’s established follow-up process. Keep the original and proposed times clearly distinguished until the appointment is settled.

Source notes

  1. Pricing
  2. Platform and limits
  3. API reference
  4. Plans and sandbox
  5. Integrations
  6. Tuco AI platform and FAQ
  7. Pricing and plan glossary
  8. Project Blue product and onboarding
  9. Sendara product and pricing