> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/search/creating-and-managing-tours.md).

# Creating and Managing Tours

Tours help you organize several properties for an upcoming showing and provide clients with a professional, easy-to-follow Tour Sheet.

A Toursheet can include:

* The tour title, date, and time.
* General notes for the client.
* Your name and contact information.
* A map showing the selected properties.
* A lettered stop for each property.
* Property addresses and MLS numbers.
* Prices, bedrooms, bathrooms, and square footage.
* Property descriptions and additional MLS information.

{% embed url="<https://rechatq.wistia.com/s/u6049hb3ju42egx>" %}

### Create a Tour from Search Results

Creating a tour from selected properties is the quickest way to build a showing itinerary.

1. Open **Search > Search**.
2. Find the properties you want to include.
3. Select the checkbox on each property.
4. Select **Tours** from the action bar.
5. Choose an existing Toursheet or select **Create New Toursheet**.

### Add Properties to an Existing Toursheet

1. Select the properties from the search results.
2. Select **Tours** from the action bar.
3. Select the existing tour where you want to add the properties.

Tours are displayed with their scheduled date, time, and title to help you select the correct one.

### Create a New Toursheet

After selecting properties:

1. Select **Tours** from the action bar.
2. Select **Create New Toursheet**.
3. Enter a title for the tour.
4. Add general notes for your client, if needed.
5. Select the tour’s date and start time.
6. Select **Add End Time** if you want to include an ending time.
7. Review the selected properties on the map and in the property list.
8. Add or remove properties as needed.
9. Attach a client, if applicable.
10. Select **Preview** to review the Toursheet.
11. Select **Save**.

### Add or Remove Tour Properties

The selected properties appear as lettered stops, such as **A**, **B**, and **C**, on both the map and the property list.

To add another property, select **Attach Property**.

To remove a property, select the **X** beside the property in the tour builder.

Review the map after making changes to confirm that the correct properties are included.

### Attach a Client to a Tour

Select **Attach Client** in the tour builder to associate a person from your Rechat contacts with the tour.

Attaching a client helps identify who the tour was prepared for and keeps the tour organized within your workflow.

### Preview and Save the Toursheet

Select **Preview** before saving to confirm:

* The title is clear.
* The date and time are correct.
* The client notes are ready to share.
* The correct properties are included.
* The map accurately represents the tour stops.
* Your contact information is correct.

When everything is ready, select **Save**.

{% hint style="info" %}
Preview the Toursheet before every showing. Listing prices, statuses, and availability may change after the tour is created.
{% endhint %}

### Open an Existing Tour

1. Open **Search > Tours**.
2. Locate the tour in the list.
3. Select **View Toursheet**.

The Tours page displays each tour’s:

* Title
* Date and time
* Number of participants
* Available actions

Use the three-dot menu beside a tour to access its additional management options.

### Print or Save a Toursheet

1. Open **Search > Tours**.
2. Select **View Toursheet** beside the appropriate tour.
3. Review the generated Toursheet.
4. Use your browser’s print controls to print it or save it as a PDF.

### What Is Included in a Toursheet?

The first page contains:

* The tour title.
* The scheduled date and time.
* General client notes.
* Your contact information.
* A map of the included properties.

Each property then receives a separate section that may include:

* Lettered tour stop.
* Property address.
* MLS number.
* Listing price.
* Bedrooms and bathrooms.
* Square footage.
* Property description.
* City.
* Property type.
* Price per square foot.
* Year built.

The exact property information depends on the data supplied by the MLS.

### Before Sharing a Toursheet

Confirm that:

* Showing appointments have been scheduled separately.
* Each property is still available.
* Prices and listing statuses are current.
* The properties and tour date are correct.
* Your contact information is up to date.

{% hint style="warning" %}
Creating a Toursheet does not schedule showing appointments or confirm access to a property. Continue to follow your brokerage’s required showing and scheduling process.
{% endhint %}


---

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