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How to Set Up Agent Led Tours

Use a Calendly account to schedule Agent Led Tours with Aptly Acces

Aptly Access makes it easy to manage and schedule agent-led tours for your rental listings. You can use Aptly’s built-in tour calendar or connect your Calendly account to manage scheduling seamlessly.


Step 1: Set Up Your Calendly Integration

If you’d like to use Calendly for scheduling agent-led tours, you’ll need to connect it to Appli.

  1. Go to SettingsCompany SettingsCalendly Integration.
  1. Add your Calendly Access Token.
      • Note: You must have a paid Calendly account to access the API integration.
  1. Once connected, you’ll see all available Calendly calendar events in Aptly.

Step 2: Configure Default Tour Settings

  1. Go to Listings under Locations.
  1. Open Listing SettingsTour Settings.
  1. Set your Default Tour Mode to Agent-Led Tour.
  1. Under Default Calendar Mode, select Calendly.
  1. Choose the desired Calendly account you added in Step 1.

Result: When a lead books a tour, it will automatically be scheduled on the assigned agent’s calendar.


Step 3: Override Calendar Settings for Individual Properties (Optional)

If you have different agents handling different properties, you can override the default settings for each listing.

  1. From the Listings page, open a specific listing.
  1. Scroll down to the Showing Details section.
  1. Under Calendar Mode, select Calendly.
  1. Choose a specific Calendly event for that unit or property.

This ensures that each property’s tours are directed to the correct agent or team calendar.


Tips for Success

  • Start with defaults: Set up a global default first to simplify scheduling.
  • Customize where needed: Use per-listing overrides for complex teams or multiple agents.
  • Monitor bookings: Regularly review bookings in Aptly to ensure smooth coordination.
  • Ensure Calendly access: Only paid Calendly plans can be integrated with Aptly Access.

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