WELCOME: This simple tool allows you to effortlessly Create + Manage your iGuides!

FEATURES INCLUDE:

1 Create an iGuide

2 Upload iGuide Data

3 Edit your iGuide Display Settings

4 Edit your iGuide Details

5 Organize your Image Gallery

6 Lock Sold Properties

7 Create a Custom Operator Banner

8 Manage and Send iGuide Reports

9 Manage and Send iGuide Analytics

CREATE AN iGUIDE: Creating an appointment card in Trello.

CREATING AN APPOINTMENT CARD IN

TRELLO

1 Select “Add a card” in the Ordering &

Scheduling column

2 The title should contain:

1. iGuide Package

(Standard or Premium)

2. Property Address

3. Date of iGuide appointment

CREATE AN iGUIDE: Property Address

PROPERTY ADDRESS:

1 Select “Create iGuide” tab

2 Property address

Click edit

Enter a property address and select

the location from the drop down menu

Postal code/ zip code is required

GPS Coordinates are required for new

development areas or locations not

recognized by Google Maps

Press Select to continue

CREATE AN iGUIDE: iGuide URL

iGUIDE URL:

1 The URL is automatically created

2 To customize the URL, manually

overwrite the URL link

Example: planitar_kitchener_on

Press save to continue

SPONSORS:

1 To create a new banner:

Click “Assign Yourself as a Sponsor”

Click “Create New Banner” and fill in all

required fields

2 To access your database of clients:

click “Assign Yourself as a Sponsor”

Click the black box to search for an agents

banner

3 To access the Planitar database of existing

clients: type“Banner Planitar”

Select “Banner Planitar” from the drop

down menu

Click on the black box to search for an

agents banner

Press save to continue

CREATE AN iGUIDE: Sponsors (Agent Banners)

CREATE AN iGUIDE : iGuide Report Subscribers

iGUIDE REPORT SUBSCRIBERS:

1 Enter the email address of any

additional people who wish to receive

the iGuide report

Note: managers, editors and emails

which appear on banners are

automatically added to the

subscribers list

Press save to continue

CREATE AN iGUIDE: iGuide Analytics Report Subscribers

iGUIDE ANALYTICS REPORT SUBSCRIBERS:

1 Select the individuals that would like to

receive the weekly iGuide Analytics

Report

2 Additional recipients may be added in

the “Additional people to notify” field

Press save to continue

CREATE AN iGUIDE: iGuide Settings

Press save to continue

iGUIDE SETTINGS:

1 Configure your iGuide Settings

In this section you have the option to

disable various iGuide features; If

requested by your client.

CREATE AN iGUIDE: Successfully Creating an iGuide

SUCCESSFULLY CREATING AN iGUIDE:

1 Create your iGuide

A message in a green box will appear

at the top of your screen instructing

you to copy and paste the iGuide URL

into Trello.

CREATE AN iGUIDE: Copy & Paste the iGuide URL into Trello

COPY & PASTE THE iGUIDE URL INTO TRELLO

1 In your Trello board, click on the

corresponding appointment card

2 Click “Add comment”

3 Copy and paste the iGuide URL into

the comment field; click send

UPLOAD iGUIDE DATA: Export Data

UPLOADING iGUIDE EXPORT DATA:

1 Select “Export Data”

2 Drag & drop the zipped folder or click

“Upload”

A message in a green box will appear

at the top of your screen instructing

you to copy and paste the iGuide

Export Data Link into Trello.

UPLOAD iGUIDE DATA: Copy & Paste the iGuide Export Data link into Trello

COPY & PASTE THE iGUIDE EXPORT DATA

LINK INTO TRELLO

1 In your Trello board, click on the

corresponding appointment card

2 Click “Add comment”

3 Copy and paste the iGuide Export

Data link into the comment field; click

send

UPLOAD iGUIDE DATA: Hi-resolution Images

UPLOADING HI-RESOLUTION IMAGES:

1 Select “Hi-Res Images”

2 Drag & drop the zipped folder or click

“Upload”

UPLOAD iGUIDE DATA: iGuide Gallery

UPLOADING THE iGUIDE GALLERY:

1 Read the disclaimer and select the

box to continue

2 A new screen will appear instructing

you to drag and drop the zipped

folder or upload

EDIT YOUR iGUIDE DISPLAY SETTINGS: Modify General Settings

MODIFY GENERAL SETTINGS:

1 Select Edit Default View > General

Settings > Edit

1 Change the title for your iGuide

2 Insert external video links

3 Select your iGuide start position

4 Customize your button options

5 Expire sold or closed listings Always save your work

EDIT YOUR iGUIDE DISPLAY SETTINGS: Modify Visual Settings

MODIFY VISUAL SETTINGS:

1 Change your floor labels

2 Change your room labels

3 Resize your room label fonts

(Double click title to change)

Always save your work

EDIT YOUR iGUIDE DISPLAY SETTINGS: Modify Visual Settings

DISABLE PANORAMIC VIEWS:

Double click to turn off a panoramic view

(Panoramic views will turn red when off)

DEACTIVATE WHOLE FLOORS:

1 Double click to turn floor view off

(Labels will turn red when off)

Always save your work

EDIT YOUR iGUIDE DETAILS : Manage which users can access an iGuide

MANAGE WHICH USERS CAN ACCESS AN

iGUIDE:

1 Select Show iGuide Details>People>Edit

2 Assign sponsors

Assign editors (photographers & agents)

Assign subscribers

Assign a manager

Always save your work

EDIT YOUR iGUIDE DETAILS: Edit the Property Address

EDIT THE PROPERTY ADDRESS:

1 Select Show iGuide Details>Property

Address>Edit

2 Change the property address

Add or remove the unit, apartment or

house number

Always save your work

EDIT YOUR iGUIDE DETAILS: Edit the iGuide URL

EDIT THE iGUIDE URL:

1 Select Show iGuide Details>Edit iGuide

URL

2 Change the address in the iGuide URL

Always save your work

ORGANIZE YOUR IMAGE GALLERY: Options for your Image Gallery

OPTIONS FOR YOUR IMAGE GALLERY:

1 Select Edit Default View>Gallery>Edit

1 Change the order of images

2 Exclude images from the gallery

3 Exclude images appear in the excluded

images box

Always save your work

LOCK SOLD PROPERTIES: Lock the iGuide + Create Private Views

LOCK YOUR iGUIDE + CREATE PRIVATE

VIEWS:

1 Select “iGuide User Views”

1 Create a new view

2 Lock the original (Linked) view

3 View and copy the new view link

4 Share the new private link with users

CREATE A CUSTOM OPERATOR BANNER: Customize each iGuide Report with your own Branding

CREATE A CUSTOM OPERATOR BANNER:

1 Select your Profile “Settings”

2 Select “Contact Details”

3 Select “No Default Banner Selected”

4 Create your Operator Banner

Always save your work

MANAGE AND SEND iGUIDE REPORTS: Manage iGuide Report Subscribers + Send iGuide Reports at any time!

MANAGE AND SEND iGUIDE REPORTS:

1 Select “iGuide View Report”

2 Manage iGuide Report Subscribers

3 Send the iGuide Report

MANAGE & SEND iGUIDE ANALYTICS REPORTS: Manage iGuide Analytics Subscribers + Send iGuide Analytics at any time!

MANAGE & SEND iGUIDE ANALYTICS:

1 Select “iGuide Analytics”

2 Manage iGuide Analytics Subscriptions

3 Send iGuide Analytics

Always save your work