Staff portal

Email isn't set up yet, so reminders, invites and tour emails are saved under Email log instead of being sent. See the README to connect your email account.

Team workload

Open tasks per person

Person	Open	Overdue	Update requested	Done (7 days)

By property

Property	Open	Overdue

My tasks

Properties

Show archived

Open booking page ↗

Name	Property	Showing	Contact	ID	Status

Nothing here right now.

Upcoming showings

Confirmed and pending showings for the next 30 days.

Showing availability

Click a day to close it, set special hours, or switch individual time slots on or off. Tenants only see open, unbooked slots.

Open Closed Special hours / slots changed

Regular weekly hours

The default schedule for . Changes to individual days above override these.

Showing length (minutes)

Showings allowed at the same time

Close or reopen a date range

For vacations, holidays, or while a unit is being prepared. Existing bookings are not cancelled automatically.

From

All properties

Tour properties

Every active property from the Properties tab. Turn on Accepting tour bookings to show it on the booking page.

Booking links

Send these to prospective tenants (text, email, listing sites, social). The general link lets them choose a property; a property link takes them straight to that property's calendar.

Email a booking invitation

Name (optional)

Property

Personal message (optional)

Contact & notifications

Contact phone (shown to tenants)

Notification email for new requests

Default tour instructions (used when a property has none of its own)

Company name, time zone and public web address are under the main Settings tab.

Booking rules

Minimum notice (hours)

Book up to (days ahead)

Hold a time while tenant uploads ID (minutes)

Delete ID images after (days past showing)

One team member shows all properties

Don't allow two showings at the same time, even at different properties.

Day-before reminder to tenants

Emailed 24 hours before confirmed showings.

Vendors & contractors

Everyone we've worked with: who they are, where they work and what they do.

Preferred only Show inactive

Person	Item	Fields	Access ends	Granted by

When	Who	What	Details

Shared with me

Account details an owner shared with you for a limited time. Each view is recorded.

Team

Owners can do everything. Managers can create and assign tasks, manage properties and add staff. Staff see the tasks assigned to them, update status and post notes.

Name	Email	Role	Open tasks	Last sign-in	Status

Only owners can change settings. You can still send reminders and test email.

Weekly reminders

Everyone with open tasks gets one email a week listing each task until it's marked done. Overdue tasks and update requests are flagged at the top.

Send weekly reminders

Day

Time

Team summary for owners & managers

Workload by person, overdue tasks and anything with no one assigned.

Company

Company name

Time zone

Public web address

Used for links in emails once the portal is online.

Reply-to email

Where replies to portal emails go.

Task categories

One per line.

Vendor specialties

One per line. Shown as checkboxes when adding a vendor.

Vault categories

One per line.

Email

Email log

The last 300 emails the portal sent or tried to send

My profile

Name

Ask an owner or manager to change your sign-in email.

Phone

Weekly task reminder email

Emails about my tasks

New notes, timeline updates and completions. You'll always get emails for new assignments and update requests.

Change password

Current password

New password

At least 10 characters.

Team workload

By property

My tasks

Properties

Upcoming showings

Showing availability

Regular weekly hours

Close or reopen a date range

Tour properties

Booking links

Email a booking invitation

Contact & notifications

Booking rules

Vendors & contractors

Shared with me

Team

Weekly reminders

Company

Email

Email log

My profile

Change password

Notes & updates

New task

Add property

Status & listing

Listing details

Add unit

Add vendor

New item

Share temporary access

Add person

Tour details

Staff portal

Reset your password

Choose your password

First-time setup

Team workload

By property

My tasks

Properties

Upcoming showings

Showing availability

Regular weekly hours

Close or reopen a date range

Tour properties

Booking links

Email a booking invitation

Contact & notifications

Booking rules

Vendors & contractors

Shared with me

Team

Weekly reminders

Company

Email

Email log

My profile

Change password