Utilize the Site Summary Checklist
Written by Jenelle Nguyen
Updated at October 22nd, 2024
How to Utilize the Site Summary Checklist
Step 1: Go to Site Summary
Step 2: Review the Site Checklist
Step 3: Click on task to complete/review
Step 4: Confirm tasks are complete by green checkmark
This checklist is only visible before your property site goes live.
Step-by-Step:
Step 1: From the Sites tab at the top of the page, click the property that you would like to access the Site Checklist for. This will take you to the Site Summary page.
Step 2: While your site is in ‘Preparing’ status, the Site Checklist is visible in the summary tab. The checklist gives an overview of site items that need to be completed. The red warning symbol means the task is not complete, and the green checkmark means the task is complete.
Step 3: Click on the task to complete or review; clicking on the task will bring you to the designated area:
Site Media: clicking will bring you to Site Media tab
Review to see if your Photographer has uploaded the following:
- Photos
- Videos
- Attachments
- Embeds
Site Data: clicking will bring you to Site Data tab
Review to confirm you have added all of the property's details:
- Locations
- Listing Info
- Description
- Features
- Amenities
Finishing Touches: clicking will bring you to Site Design tab
Review to confirm you have customized your site:
- Flyer
- Design
- Friendly URL
- Background Music
Note: To create/edit Flyer, go to the Print Materials tab
Step 4: As you complete the tasks, the Site Checklist will update to reflect. Complete the Site Data and Finishing Touches sections while you wait for the Site Media to be uploaded.
