Real estate workspaces have an Open Houses page. Create a form with the Open house sign-in template, open it, click Copy, and choose Kiosk to get a page made for a tablet. Visitors sign in, and each one becomes a contact.
This is for real estate workspaces. Other industries do not see Open Houses or Listings.
Set up the sign-in form
- Click Open Houses in the sidebar, then New form.
- Name the form, for example "Sunday open house".
- Choose the Open house sign-in template. It is built for a tablet or a yard sign QR code.
- Click Next and choose a follow-up sequence, or Skip.
- On the Background step, add a photo if you want one.
- Check the fields on the preview, then click Create form.
The open house form can ask "Working with an agent?" and "Agent name", so you know who else a visitor is talking to.
Use it on the day
- Open the form from Open Houses.
- Click Copy, then Kiosk, and open the page on your tablet.
- Leave the tablet by the door. The form page shows Open house is live while it is running.
- If you leave the kiosk page, click Resume tablet mode on the form page to go back to it.
After the open house
Open the form to see who signed in, when, and whether they agreed to be contacted. See How to track form submissions and results in FlowForce. Attach a sequence so every visitor gets a follow-up. See How to send an automatic follow-up after a form submission.
If it did not work
I do not see Open Houses. Your workspace industry is not real estate. Ask an admin to check My Company.
The tablet shows the wrong page. Use the Kiosk option in the Copy menu, not Link.
Visitors are signing in but I see no contacts. Check that the form is Active.