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The Visitor Hub
Open house operating system
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Quick Start

Run your first event with confidence.

A practical setup guide for agents testing The Visitor Hub: profile, event setup, kiosk, QR sign-in, disclosures, visitor records, and follow-up.

Get Beta AccessView Product Screens
✓ 5-minute first setup✓ Tablet-ready✓ QR self sign-in
First event checklistBefore your next open house
Beta ready
1Complete profileAgent info, phone, email, brokerage, logo
2Create eventAddress, date, questions, disclosure settings
3Launch kioskUse tablet sign-in or show QR code
4Review visitorsAnswers, notes, PDFs, exports, follow-up
Before your first open house

Set yourself up once, then reuse the workflow.

  • Add your agent and brokerage profile details
  • Confirm your reply-to email and phone number
  • Create one test event before using it live
  • Test kiosk exit PIN, QR sign-in, and disclosure flow
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1. Set up your profile

Add your name, phone, email, brokerage, photo, and logo. These details can appear on kiosk screens, follow-up emails, and signed records.

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2. Create an event

Add the property address, date, time, event type, questions, and disclosure settings. Use Open House or another visitor event type.

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3. Launch sign-in

Start kiosk mode on a tablet or enable mobile self sign-in so visitors can scan a QR code with their phone.

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4. Collect disclosures

If disclosures are required, visitors review selected documents, confirm them, sign, and generate signed PDF records.

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5. Review visitor records

Open event details to view visitor answers, agent status, notes, signed disclosures, and export-ready records.

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6. Follow up professionally

Use the event context to send cleaner thank-you messages and keep signed documents attached when enabled.

Visual walkthrough

What agents and visitors will see.

Use these screens to understand the full workflow before testing at a live event.

Dashboard screen
DashboardCreate events and start the kiosk quickly.
Event sign-in screen
Visitor sign-inCollect required visitor info and questions.
Disclosure packet screen
Disclosure packetReview, confirm, sign, and save records.
Live event tips

Use this checklist on open house day.

Keep the experience simple for visitors and reliable for your records.

1Charge the tablet

Open the app before the event and confirm the event appears in Today or Upcoming.

2Start kiosk

Place the tablet near the entrance and show the QR option for visitors who prefer their phone.

3Check records

After the event, review visitors, answers, PDFs, and notes from Event Details.

4Export or follow up

Download visitor data and send professional follow-up messages while the event is fresh.

Need help during beta testing?

Send feedback after each real event so the workflow can be improved before production launch.

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