Share An Inspection Booking Link With Prospective Tenants

There are two booking links you can share with prospective tenants:

• The Inspection Booking Calendar: Tenants can register for a specific inspection time.
• The Tenant Portal: A broader portal that also includes inspection booking functionality.

Both can be shared manually, via merge tags in emails/SMS, or automatically through workflows.

This article will guide you through the different ways you can share an inspection booking link with prospective tenants in Grow CRM, including direct links, merge tags for emails and SMS, and automated workflows.

Use The "Listing - Rentals - New Incoming Enquiry" Workflow Template (Recommended)

The "Listing - Rentals - New Incoming Enquiry" workflow template already includes a link to the Tenant Portal in its email to prospective tenants. We recommend using this workflow so that every new enquiry automatically receives a link to book an inspection without any manual effort on your part.

• If you would prefer to automate both potential tenants or buyers, use Listing - New Incoming Enquiry instead.

You can clone the "Listings - Rentals - New Incoming Enquiry" workflow template and use it as is, or make any adjustments as needed.

See Clone A Workflow Template for steps.

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Use The "Listing - New Incoming Enquiry" Workflow Template (Recommended)

Similar to the "Listing - Rentals - New Incoming Enquiry" workflow, the "Listing - New Incoming Enquiry" template already includes a link to the Tenant Portal in its email to prospective tenants. It also includes automation for buyers as well. We recommend using this workflow so that every new enquiry automatically receives a link to book an inspection without any manual effort on your part.

• If you would prefer to only automate potential tenants, use Listing - Rentals - New Incoming Enquiry instead.

You can clone the "Listing - New Incoming Enquiry" workflow template and use it as is, or make any adjustments as needed.

See Clone A Workflow Template for steps.

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Share the Tenant Portal Link

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the address against the required listing.
   
4. Click Tenants.
5. Click View Tenant Portal.
   

The Property Portal will open in a new tab, which includes inspection booking functionality alongside other tenant-facing information. You can copy this URL and share it with tenants manually via email, SMS, or any other channel.

To include the Tenant Portal link in an email or SMS template, use {{listing.buyer_portal_url}} merge field.

• Despite the name referencing "buyer", this portal is also set up for rental listings and works for prospective tenants.

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Share the Inspection Booking Calendar Directly

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the address against the required listing.
   
4. Click Inspections.
   
5. Click View Booking Page.
   

The Inspection Booking Calendar will open in a new tab. This calendar can be shared with prospective tenants, which they can use to register. You can copy this URL and share it with tenants manually via email, SMS, or any other channel.

If you want to include this link in an email or SMS template, use the {{listing.inspection_registration_url}} merge field.

• This will automatically insert the correct booking calendar link for the relevant listing.

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