Getting started

From zero to your first open house in under an hour. No training session required.

22 seconds: the whole Saturday, door to report.

Team leader - one-time setup (15 minutes)

1. Create your team. Sign up with your team name - you get full Team features free for 14 days.
2. Invite your agents. Settings → Invite your team → send each agent their link. They land on your roster automatically.
3. Connect your CRM. Settings → Lead delivery → paste a webhook from Zapier, Make, or your CRM's inbound integration → press Send test lead until you see the green check. Until a CRM is connected, leads arrive by email - nothing is ever lost.
4. Add your first property and schedule its open house, assigning a hosting agent and listing agent.

Follow Up Boss / Lofty / kvCORE: create an inbound Zapier or Make webhook (Catch Hook), map name, email, phone, score, and notes - 10 minutes one time.
Press Send test lead in Foyer and confirm the sample "Test Visitor" appears in your CRM.
Check the "Last real lead" line after your first open house - it shows delivery status for the most recent capture.

1. Go live. Open Foyer on your phone → your assigned open house → Start Open House.
2. Show the QR. Print it or display it at the door (see the door setup guide). Visitors check in on their own phones in under 30 seconds.
3. Work the room. Every visitor appears live with a score and any represented-buyer warning. Tap a card for contact buttons. When you're done: Complete Open House.

☐ CRM test lead delivered (green check in Settings)
☐ Every agent accepted their invite and can sign in on their phone
☐ First open house run end-to-end - QR check-in, live visitor list, completed
☐ Leads visible in the Leads panel with delivery status "Accepted"
☐ Follow-up status set on every High-priority lead (worked in your CRM)
☐ Seller report reviewed after the event - then emailed to the seller in one tap
☐ Team dashboard checked Monday - leaderboard, property pulse, anything in "Needs attention" cleared

Stuck anywhere? hello@foyeroh.com - during your first two weeks we'll set the whole thing up with you on a call.