Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.rentsmart.com/llms.txt

Use this file to discover all available pages before exploring further.

When a prospect clicks Schedule a Self-Guided Tour or Request a Showing on a Property Listing Page, an in-place scheduling flow opens. This is the same flow whether they’re on desktop or mobile. The flow has up to 5 steps. Step 2 (Prequalify) is skipped automatically if you don’t have any prequalification questions turned on for the property.

​
The five steps

1

Contact info

The lead enters first name, last name, email, and phone number. They also pick how they want to receive their access code:
  • SMS Only (default)
  • SMS + Email
Required SMS consent disclosure is shown directly below the fields.
2

Prequalify (conditional)

Only appears if you have at least one prequalification question enabled. Questions might include move-in date, number of pets, income source and amount, bankruptcy history, eviction history, criminal record, and any custom questions you’ve added.The lead answers, clicks Continue, and moves on. Disqualifying answers can terminate the flow here.
3

Verify ID

Government-issued ID capture + a liveness face match. Required for every lead, no exceptions.
  • On desktop: a QR code modal asks the lead to continue on their phone. The desktop flow waits and advances automatically when verification completes on mobile.
  • On mobile: the flow runs directly — consent to biometric processing, grant camera access, capture the front and back of the ID, complete the liveness scan.
4

Select time

A calendar / time picker showing only the slots that fit:
  • Your property’s showing availability (global or per-property)
  • Blackout dates
  • Minimum and maximum booking notice
  • Buffer between showings
  • Existing bookings
The lead picks a slot and clicks Confirm Booking.
5

Confirmed (Self-Access) or Submitted (In-Person)

What the lead sees depends on your property’s showing type:
  • Self-Access → “Showing Confirmed!” — booking is automatic. Lead status is set to Scheduled.
  • In-Person → “Showing Request Submitted!” — request is pending your approval. Lead status is Requested until you approve or decline. See In-Person showings.

​
Branding

The Schedule Flow uses your Listing Accent Color for primary buttons and the progress tracker — not RentSmart Red. Set it in Organization settings or during onboarding.

​
What happens after

For Self-Access showings:
  • The lead receives a “Showing Confirmed!” SMS with date/time
  • 2-hour and 48-hour follow-ups go out if the lead hasn’t done anything next
  • See Self-Access showings for the day-of flow
For In-Person showings:

Self-Access showings

The lockbox-based, unattended showing flow.

In-Person showings

How attended showing requests work.