💻
Tonomo
  • 💡How to Use this Guide
  • 🎓Onboarding Guide
  • ▶️Get to Know Tonomo
  • 🚀Getting Started
  • Users
    • Add and Configure your Users
    • User Data
    • Export Users
    • Import Users
    • Brokerages Management
    • Referrals
    • Credit and Debit
    • Getting Agents to Book Themselves
    • Order Dashboard
  • Services and Packages
    • Displaying your Pricing
    • Services
    • Packages
    • Custom Packages
    • Booking Flows
    • Additional Service Details
    • Checklist Configuration
    • Contractor
    • Notifications
  • Invoicing
    • Sales
    • Payments
  • Coupons
  • Order Management
    • Order Management Overview
    • Edit Columns
    • Orders Management Filter
    • Booking Orders
    • Adding Services After Booking
    • Removing Services After Booking
    • Cancelling Orders
    • Payment Errors
    • Delivery
      • Asset Delivery
      • Edit Delivery Links
      • Raw Folders
      • Matterport Delivery
    • Project Chat Checklists
    • Set a Service as an Escalation
    • Updating the Address After Booking
  • General Settings
    • Localization Settings
    • Domain Settings
  • Scheduling
    • How to Set Up the Calendar Integration
    • Scheduling Configuration
      • Integrated Booking
      • Photographer Availability
      • Service Zones
      • Photographer Skillsets
      • Photographers Priority
      • Prevent Last Minute Bookings
      • Send two Photographers
      • Allow Customers to Reschedule and Cancel on their Own
    • Smart Scheduling
    • Changing Scheduling Details
      • Reschedule an Existing Appointment
      • Change Photographers after Booking
      • Add Additional Customers to Calendar Event
      • Add New Appointment to Existing Appointment
      • Change Calendar Description After Booking
      • Create Calendar Event After Postponing or Cancelling
    • Twilight Shoots
    • Embed Booking Flow
    • Photographer Schedule
    • Calendar/Tonomo Mismatch
    • Scheduling a Due Date
  • Reporting
    • Orders Reporting
    • Contractor Reporting
    • Domains Reporting
    • Video Render Reporting
    • Missed Scheduling
  • Agent Communication
    • Intro to Templating
    • Variables
    • Display Each Item
    • SMS/Text Message Template
    • Configuring Email DNS Records
    • Managing Booking Confirmation Emails
  • Frequently Asked Questions
    • FAQ
  • Single Property Websites
    • SPW Walkthrough
    • Adding Media
  • Integrations
    • Tonomo Video Integration
    • Zapier
      • Slack Automation
    • Creating Orders Through Webhooks
    • Slack
  • Tonomo Privacy Policy
    • Privacy Policy
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  • Walkthrough Video
  • Email to New Agents
  • Email to Existing Agents

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  1. Users

Getting Agents to Book Themselves

PreviousCredit and DebitNextOrder Dashboard

Last updated 9 months ago

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Walkthrough Video

I recommend creating a walkthrough video of the portal. 60 seconds max. Send this in your email/texts.

  • Don't even go through a full booking, just say "to see our pricing, enter your address, sq ft, and check out what we offer on the next page"

  • Show them the dashboard, rescheduling themselves, canceling, and seeing historical assets

Email to New Agents

As a special welcome, here's $50 off the first time you book with code ONLINE.

I look forward to working with you, {{Name/Signoff}}

Email to Existing Agents

As a special bonus, the first time you book yourself here's $50 off with the code ONLINE.

{{Name/signoff}}

Hey {{name}}, I appreciate you giving my team the chance to solve your marketing problems. We've invested heavily into providing the best Agent experience in {{our area}}. That all starts with our .

After booking the first time, I'm going to create for you a referral code that you can share to earn $50 each time someone else uses it (they get the $50 too!). You can find that at the bottom of your after booking. There are lots of other ways we make working with us easy, check out my quick .

Hey {{name}}, It's important that I use your time well and so I've invested in a portal that lets you book, reschedule appointments, and see past deliveries that you can access .

portal
order dashboard
walkthrough
here