Understanding Your Catalog (Pro Tier)

The Catalog is your central library for accessing and managing all tours at your property. As a Pro tier user, you can view all property tours, create unlimited custom tours, and track detailed sharing and engagement data.

What's Included in Pro Catalog

Pro Tier includes:

• Access to your property's TrueTour
• Unlimited custom tours you create
• View all tours created by your team
• Full sharing activity and engagement tracking
• Ability to duplicate, edit, and share any tour

Accessing Your Catalog

1. Click Catalog in the left navigation menu under "Enablement"
2. You'll see the Catalog page with all available tours organized into sections

Understanding Catalog Sections

The Catalog organizes tours into two main sections:

Property Tours

Property Tours displays all tours available at your property, including:

• Your property's TrueTour (the complete property tour)
• Custom tours created by you
• Custom tours created by other team members

The number next to "Property Tours" shows the total count of all tours at your property (e.g., "161").

My Tours

My Tours shows only the custom tours you've personally created. This makes it easy to quickly find and manage your own work without scrolling through everyone else's tours.

The number next to "My Tours" shows how many tours you've created (e.g., "2").

Filtering and Searching Tours

At the top of the Catalog, you'll find several tools to help you find specific tours:

Filter options:

• Owner: Filter by who created the tour
• Shared by: Filter by who shared the tour
• Status: Filter by tour status

Search:

• Use the search bar to find tours by name
• Type keywords to quickly locate specific tours

Create new tours:

• Click the + New button in the top right to create a new custom tour
• Use the dropdown next to it to select tour type (if applicable)

Understanding the Tour List

Each tour in the Catalog displays the following information in columns:

• Checkbox: Select multiple tours for bulk actions
• Star icon: Favorite tours for quick access
• Title: Name of the tour
• Owner: Who created the tour (shown with initials or profile photo)
• Shared by: Team members who have shared this tour (shown with initials)
• Shares: Total number of times the tour has been shared
• Created: Date the tour was created
• Actions: Quick access menu (three dots) for tour options

Working with Tours

Quick Actions from the Tour List

Click the three-dot menu in the Actions column to:

• View Details: See tour information, sharing activity, and engagement
• Duplicate: Create a copy of the tour to customize
• Preview: View the tour as clients would see it
• Move to Trash: Delete the tour

Editing Tours

1. Click the pencil icon next to any tour you have permission to edit
2. Or click the three-dot menu and select your preferred action
3. Make your changes and save

Note: Only property admins can edit the TrueTour. All users can share it, but editing permissions are restricted to maintain brand consistency.

Viewing Tour Details and Analytics

Access Tour Details

1. Click on any tour title to open the Details panel
2. Or click the three-dot menu and select View Details

Details Tab

The Details tab shows:

• When the tour was created and by whom
• Description: Add or edit a description (500 characters max) explaining what the tour is and how it should be used
• Custom tags: Add tags to keep tours organized
  • Type tags and press Enter to separate
  • Click Suggested tags for AI-generated tag recommendations

Shares Tab

The Shares tab displays complete sharing activity:

• Search: Find specific shares by contact or date
• Total shares count: "Displaying X of X shares"

Share details table:

• Method: How the tour was shared (Link, Email, SMS)
• Contact: Who received the tour (if tracked)
• Engagement: Whether the recipient opened the tour ("Opened" or "Not Opened")
• Shared by: Who sent the tour (shown with initials or profile photo)
• Shared: Date and time the tour was shared
• Actions: Additional options for each share

This detailed tracking helps you understand which clients are engaging with your tours and follow up at the right time.

Available Actions

From the Details panel, use the buttons at the top to:

• More: Access additional options (Duplicate, Move to Trash, View Analytics)
• Share: Send the tour to clients
• Preview: View the tour as clients see it
• Edit: Make changes to the tour

Managing Your Tours

Duplicating Tours

Create a copy of any tour to use as a starting point:

1. Click the three-dot menu next to the tour
2. Select Duplicate
3. A copy will be created with "DUPLICATE" prepended to the title
4. Edit the duplicate to customize it for your needs

Moving Tours to Trash

Remove tours you no longer need:

1. Click the three-dot menu next to the tour
2. Select Move to Trash
3. The tour will be removed.

Understanding TrueTour Permissions

Your property's TrueTour has special permissions:

• All users can view and share the TrueTour
• Only property admins can edit the TrueTour
• This ensures your main property tour stays consistent and on-brand while remaining accessible to your entire team

Tips for Using the Catalog Effectively

Stay organized:

• Use custom tags to categorize tours by event type, season, or client segment
• Add descriptions to help team members understand when to use specific tours
• Favorite frequently used tours for quick access

Track performance:

• Review the Shares tab regularly to see which tours are being used most
• Monitor engagement (Opened/Not Opened) to identify which tours resonate with clients
• Use this data to refine your tour strategy

Collaborate efficiently:

• Check "Property Tours" to see what your teammates have created
• Duplicate high-performing tours as templates for your own work
• Share successful tour structures across your team

Need additional help? Contact our support team and we'll be happy to assist you.