What Is the Community Information Submission Process for the Community Contact?
If you've sent a pricing or availability request to a community contact and want to understand what information they can view and the steps they need to take to submit their communities information, this tutorial walks you through that process.
The Contact Signup Page
When the contact clicks on the link in the request email for the first time, they will be taken to the contact signup page. On this page they have the have the ability to:
Note: This request was sent through the availability workflow. If the request is sent through the pricing workflow, the layout the contact sees will be slightly different, but the information requested will be the same.
- Select whether they currently have availability and add any additional notes related to this availability.
- Share their minimum and maximum monthly rates, along with any additional pricing notes.
- Upload their rate sheet.
- To confirm their submission when submitting information for the first time, they will need to enter their name and email and select when they would like their weekly reminders sent.
- Submit their community's information.
Weekly Updates
Once a contact has completed their first submission, they will receive weekly emails prompting them to update or confirm their current information.
What Happens If a Contact Is Signed Up and Another Contact Attempts to Submit Information?
If a new contact attempts to sign up to submit community information, they will be informed that there is currently another contact providing information for this community. However, if they would like to submit updated information, they will be able to do so.
Have more questions? Feel free to reach out to us at support@seniorplace.com!