Video tutorials

Learn one practical action, then try it in your workspace. Every video has English narration, visible captions, a transcript and written steps.

Start with the Inbox reply, then follow Emma’s enquiry through the four Leads lessons. Quick tips cover everyday tasks and access for teammates and owners. Continue with Bay View Villa for listing details, calendar nights and reservations.

Leads: step by step

Follow one rental enquiry from intake to a confirmed viewing. These 55–60-second lessons leave time to explain the details.

1. Turn an enquiry into a lead — 55 seconds. Emma has a saved Tenant lead in the Rentals pipeline, linked to her existing contact and assigned to Maya.
2. Capture requirements that help you match a property — 60 seconds. Emma's saved requirements explain what fits her needs and what must be checked before suggesting a property.
3. Give the lead a responsible agent and a next step — 60 seconds. Maya is the assigned agent, and a dated viewing-confirmation task is linked to Emma's lead.
4. Show progress in the pipeline and keep the history — 60 seconds. Emma's lead shows Viewing arranged, a useful confirmation note, and the completed confirmation task.

Quick tips

Inbox

• Reply to a client — 30 seconds · Agents and admins
• Find a conversation — 30 seconds · Agent
• Mark a conversation unread — 30 seconds · Agent

Tasks

• Add a follow-up task — 30 seconds · Agent
• See what is due today — 30 seconds · Agent
• Complete a finished task — 30 seconds · Agent

Call plans

• Find your next call — 30 seconds · Agent
• Record a call result — 30 seconds · Agent
• Schedule a callback — 30 seconds · Agent

Teams

• Invite an agent — 30 seconds · Admin
• Add an existing teammate to a team — 30 seconds · Admin

Owners

• Choose an owner's access — 30 seconds · Admin
• Review and send the owner invite — 30 seconds · Admin
• Open your property as an owner — 30 seconds · Owner
• Open a shared document — 30 seconds · Owner

Property operations

Follow Bay View Villa through its listing, calendar and reservations. Eight lessons are 30-second quick tips; reviewing and accepting a website request takes 45 seconds.

Listings

• Find and open a listing — 30 seconds · Agents and admins
• Update one property detail — 30 seconds · Agents and admins
• Choose the listing cover photo — 30 seconds · Agents and admins

Calendar

• Read one property's availability — 30 seconds · Agents and admins
• Block a range of nights — 30 seconds · Agents and admins
• Change a nightly price for selected dates — 30 seconds · Agents and admins

Bookings

• Find an upcoming reservation — 30 seconds · Agents and admins
• Read a reservation's details — 30 seconds · Agents and admins
• Review and accept a website request — 45 seconds · Agents and admins

Manager setup and statements

Build a call plan for the team, prepare an existing Booking.com connection, and review its prices before syncing. Owners can learn to read an issued statement. The preparation tip takes 30 seconds; the detailed lessons take 45–60 seconds.

Call plans: manager setup

• Create a draft and add a calling list — 60 seconds · Admins
• Choose participants and daily targets — 45 seconds · Admins
• Allocate, review and publish a call plan — 60 seconds · Admins

Booking.com: connection and price sync

• Prepare an existing Booking.com connection — 30 seconds · Admins
• Connect the matching Booking.com property — 60 seconds · Admins
• Review prices before starting channel sync — 45 seconds · Admins

Owner statements

• Read an issued owner statement — 45 seconds · Owners