Guest Cards Overview

A guest card is created to record information for potential residents who have phoned, visited, or requested information via an Internet inquiry for a specific property. The guest card provides a means to record many details, including:

guest name and contact information such as phone number and email address
type of contact with the guest, including date and time, agent, and action
type of unit needed, shown, when it is needed, and next appointment date
planned follow-up, action taken, marketing source, reason for moving, current community, and price range
address of guest

If Global Guest Cards are used, this same information is shared between properties to more effectively manage guest card entry and any lease activity that may follow.

A global guest card is a guest card that can be used to share prospective renter information with other properties within a select database. Global guest cards provide users a way to group properties in order to share guest information. Example

The global policy Allow Global Guest Cards determines if you can use guest cards across properties within the same database. Activating this policy prompts the system to allow entry of global guest cards. When adding a guest card, the label at the top of the Guest Card grid reads "Global Guest Card" when this policy is turned on.