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Create and Share Custom Tours with Builder

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Builder guides you through creating personalized tours step by step, from selecting your goal to sharing with prospects. Whether you're responding to an RFP, preparing for a site inspection, or creating targeted content for a specific audience, Builder helps you assemble the right assets and customize them for maximum impact.

Access Builder

  1. Select Builder from the left navigation menu

  1. You'll see the Builder home screen

What you see on the Builder home screen depends on your tier:

  • Core: Builder is not available at your tier. You'll see information about upgrading to Plus or Pro to unlock custom tour creation.
  • Plus: If you haven't created your one custom tour yet, you can start creating. If you've already created your custom tour, you'll see information about upgrading to Pro for unlimited tours.
  • Pro: You have full access to create unlimited custom tours using any available workflow.

Start a New Tour

Step 1: Choose Your Goal

When you start creating a new tour, Builder asks: "What do you want to accomplish?"

Select a sales goal:

Builder organizes workflows by common sales scenarios to help you create the right type of tour quickly.

  1. Site Inspection: Create a guided preview showcasing event spaces, amenities, and key details for clients
  2. Respond to an RFP: Build a tailored presentation highlighting spaces, capacities, and requested features

Select the goal that matches your current need. Builder will guide you through the specific steps for that workflow.

If you prefer to build without a specific goal in mind, you can also start with a blank tour and add assets manually.

Step 2: Select Assets

The Assets step shows your full Asset Library, organized by collections.

Choose which content to include:

  1. Browse the collection tabs at the top:
    • All
    • Other
    • Public Spaces
    • Meetings & Events
    • Rooms & Suites
    • Bars & Restaurants
    • More (additional custom collections)
  2. Use the filters to narrow your options:

    • Type: Filter by 360° Photos, 3D Models, Virtual Tours, Videos, Photos, or Documents

    • Tags: Filter by specific features or spaces

    • User: See assets uploaded by specific team members

  3. Search for specific assets using the search bar

  4. Select assets by clicking the checkbox in the upper right corner of each asset thumbnail

  5. Click Select all to add all assets from the currently displayed collection at once

As you select assets, they're added to your tour. The asset count appears in the step indicator at the top (e.g., "Assets 64").

When you're finished selecting assets, click Next: Customize to continue.

Step 3: Customize Your Tour

The Customize step lets you control how your assets appear and add personalized elements.

Reorder and organize your collections:

  1. Expand the Collection order section

  2. Each collection shows:
    • Collection name
    • Number of assets in that collection
    • Asset thumbnails in the current order
  3. Drag collections up or down to change the order they appear in your tour
  4. Click on a collection to expand it and see the assets inside
  5. Drag individual assets to reorder them within a collection
  6. Click the three-dot menu on any asset to:
    • Rename the asset (appears only in this tour)
    • Remove it from the tour
    • Set it as the starting point

Add linked content (All tiers):

  1. Expand the Linked content section
  2. Click Add link
  3. Select URL to add a new link, or select Asset to add a link from your Asset Library
  4. If it’s a new link, give it a descriptive title
  5. Choose where the link displays:
    • In the main menu
    • Attached to a specific asset

  1. The link will automatically save to your tour

Links can point to menus, floor plans, contracts, booking pages, or any other relevant content.

Add audio messages (Pro only):

  1. Expand the Audio messages section
  2. Click Add audio message

  1. Record your message directly in the browser or upload a pre-recorded file
  2. Choose where the audio plays:
    • As an introduction to the tour
    • Attached to a specific collection or asset

  1. Add a title or description

Audio messages let you add a personal touch, explain unique features, or guide prospects through the space with your voice.

If you're on Plus tier, you'll see the Audio messages section with a note that this feature is available with Pro. This helps you understand what additional personalization options become available when you upgrade.

Control tour display settings:

  1. Expand the Settings section

  1. Toggle each option on or off:
    • Header Navigation: Display or hide the top menu
    • Main menu: Pin the menu in the open position or let it collapse
    • Business card: Display or hide your business card on the tour (Plus and Pro only)
    • Property info: Display or hide property details
    • Search: Display or hide the search function

If you're on Core tier, you won't see the business card toggle since business cards only appear on tours created by Plus and Pro users.

Preview your business card (Plus and Pro only):

If the business card toggle is on, you'll see a preview of how your card will appear to tour viewers, including:

  • Your profile photo
  • Name and title
  • Contact information (based on your My Account settings)

When you're finished customizing, click Next: Details to continue.

Step 4: Add Tour Details

The Details step is where you add descriptive information that helps you and your team manage tours.

Complete the tour information:

  1. The Created on date and creator name display at the top (automatically recorded)
  2. Description (optional):
    • Explain what this tour is and how it should be used
    • Maximum 500 characters
    • Example: "Site inspection tour for corporate retreat groups. Highlights meeting spaces, team-building areas, and upgraded accommodations."

  1. Custom tags (optional):
    • Add tags to organize your tours
    • Type a tag name and press Enter to add it
    • Click Suggested tags to see AI-recommended options
    • Use tags like: RFP Response, Site Inspection, Wedding, Corporate, Q1 2026

Tags help you find tours later and see patterns in what types of content you create most often.

When you're finished adding details, click Next: Share to continue.

Step 5: Share Your Tour

The Share step gives you multiple ways to send your tour to prospects, clients, or colleagues.

Choose how to share:

Expand any of the following sections to access different sharing methods.

Send directly:

Send the tour via email or SMS immediately.

  1. Expand the Send directly section
  2. Enter the contact information:
    • Contact name: Select an existing contact or type a new name (First Last format)
    • Company: Enter the company name (optional)
    • Email: Enter the recipient's email address
    • Mobile number: Enter the recipient's phone number with country code

  1. Message: Add a personal note (optional)
  2. Check Save contact to Address Book to add this person to your contacts for future use
  3. Click Send email or Send SMS

The recipient receives a link to view the tour immediately.

Copy link & QR code:

Get a shareable link or downloadable QR code.

  1. Expand the Link & QR Code section
  2. Shareable link:
    • Copy the URL shown 
    • Paste it into any email, message, or document
  3. QR code:
    • View the QR code on screen
    • Click Download to save it as an image file
    • Print it on brochures, business cards, or event signage

QR codes are perfect for trade shows, open houses, or any situation where people need instant access from their phones.

Advanced embed options (Pro only):

Get embed code to place your tour directly on websites or in presentations.

  1. Expand the Advanced Embed Options section
  2. Choose your format:
    • Embed code: Displays the tour inline on a webpage
    • Popup modal: Opens the tour in a popup window when clicked
  3. Copy the code shown
  4. Paste it into your website, email template, or presentation software

This is particularly useful for integrating tours into your property website, RFP response documents, or marketing automation platforms.

Select a purpose (optional):

If you want to track why this tour was shared, expand the Purpose section and select or create a purpose category. This helps with reporting and understanding which types of shares drive the most engagement.

Save and Return Later

Builder automatically saves your progress as you work. You'll see "Saved" appear in the upper right corner.

To return to a tour in progress:

  1. Go to the Builder home or the Catalog
  2. Find your draft tour (it will show as incomplete)
  3. Click to reopen it
  4. Continue from where you left off

To preview your tour:

At any step in the process, click the Preview button in the upper right corner to see exactly how your tour will appear to recipients.

Understanding Tour Creation Limits by Tier

Core:

  • No custom tour creation available
  • You can share your property's TrueTour (the complete asset collection)
  • Upgrade to Plus to create one custom tour

Plus:

  • Create one custom tour per user
  • Once created, you must delete it before creating another one, or upgrade to Pro
  • Full access to goal-based workflows
  • Can add linked content
  • Business card displays on tours
  • Audio messages require Pro tier

Pro:

  • Create unlimited custom tours
  • Full access to all workflows
  • Can add linked content and audio messages
  • Business card displays on tours
  • Advanced embed options available

 

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

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