If you're a real estate agent, you know the headache: too many calendars, missed showings, awkward follow-ups, and a sinking feeling you might drop the ball with a client. Wiseagent says it can fix all that—but does it really? If you're tired of tools that promise the moon and deliver a cluttered inbox, this guide is for you. We'll cut through the noise and show you, step by step, how to actually use Wiseagent to schedule showings and—crucially—follow up the right way.
Why Bother with Wiseagent for Scheduling and Follow-Ups?
Let's get real. You probably already have a calendar app, maybe a showing service, and your phone's full of reminders. So why add another thing?
Here's the honest pitch: Wiseagent is supposed to tie your contacts, calendar, and follow-up tasks together in one place, so you don't have to remember who you called last week or dig through email for that showing request. If you use it right, it can be a single source of truth—the place you check every morning to know what's next.
But it's not magic. Wiseagent won't do your job for you, and it's not as slick as some newer CRMs. Still, if you stick with it, it can save you real time and embarrassment.
Step 1: Getting Your Wiseagent Account Set Up Right
Before you schedule anything, make sure Wiseagent's calendar and contact features are actually usable for you. Here's what matters:
- Sync Your Calendar: Go into “Integrations” and connect your Google or Outlook calendar. If you skip this, you'll double-book yourself, guaranteed.
- Import Contacts: Use the CSV import tool or connect your email to pull in your leads and clients. Don’t waste time entering these by hand.
- Set Your Working Hours: In your calendar settings, block off times you’re not available. This stops Wiseagent from letting people book you at 7am on a Sunday.
Pro Tip: Don’t bother importing every old lead you’ve ever talked to. Start with people actively in your pipeline. You can always add more later.
Step 2: Scheduling Showings and Appointments
Here's where Wiseagent can actually help—if you use the features the right way.
2.1 Adding a Showing or Appointment
- From the dashboard, click “Calendar.”
- Hit the “Add Event” button.
- Choose “Showing” or “Appointment” (the difference is minor; use “Showing” for property tours, “Appointment” for meetings or calls).
- Fill in the details:
- Contact: Attach the client, buyer, or seller from your contact list.
- Location: Enter the property address. If it’s one of your listings, it should auto-fill.
- Time and Date: Double-check this matches your synced calendar.
- Notes: Add info like lockbox codes, parking instructions, or “client likes dogs—don’t bring yours.”
- Save the event.
2.2 Inviting Clients
- Wiseagent will email an invite to the client if you tick the “Send Invite” box. They can add it to their calendar with one click.
- The system isn’t perfect—sometimes emails land in spam. Text or call if it’s an important showing. Don’t trust automation blindly.
2.3 Avoiding Double Bookings
- If your external calendar is synced, Wiseagent will warn you about conflicts.
- But: It’s not foolproof. “All-day” events or outside appointments might not always show up. Always check your main calendar before promising a time.
Step 3: Automated and Manual Follow-Ups That Actually Get Done
Scheduling is half the battle. Following up without being a pest or dropping the ball is where most CRMs overpromise and underdeliver.
3.1 Setting Up Follow-Up Reminders
- After you add a showing, you’ll see an option to “Add Task” or “Create Follow-Up.”
- Pick a time—ideally the next morning. (“Follow up with John re: 123 Main St showing.”)
- Choose your method: call, text, or email.
Why bother? Because “I’ll remember to call them” is the famous last words of agents who lose deals.
3.2 Using Wiseagent’s Drip Email Templates
- Wiseagent offers pre-made follow-up email templates. You can customize them, but honestly, most sound generic.
- If you want to use them, rewrite in your voice. “Hi, just checking in…” is better than “Dear valued client…”
- Set the drip to go out one or two days after the showing, max. Any longer and your client has already toured five other houses.
3.3 Manual Notes and Call Logging
- After your follow-up, jot a quick note in the contact record. (“Left voicemail. Will try again Tuesday.”)
- You can log calls through Wiseagent, but it’s a bit clunky. If you’re busy, just use the notes field. The point is to have some record, not to fill every field.
Step 4: Tracking Responses and Next Steps
Most CRMs think “follow-up” is just sending a message. Real life is messier.
4.1 Marking Outcomes
- When a client replies, go back to their contact and update the status: Interested, Not Interested, Needs More Info, etc.
- Use tags (“hot lead,” “window shopper,” “needs lender”) to group and prioritize.
4.2 Scheduling the Next Step
- If the client wants to see another property, clone the previous appointment or set up a new one right from their contact record.
- Set a reminder for yourself. Wiseagent lets you push tasks back (snooze), but don’t overdo it—piling up reminders is a fast way to ignore all of them.
Pro Tip: Every time you interact, update the notes. Don’t trust your memory. Even if it feels like overkill, it pays off when you’re juggling 10+ clients.
Step 5: What to Ignore (and What Actually Saves Time)
Wiseagent, like most CRMs, is stuffed with features you’ll probably never use. Here’s what you can skip:
- Automated Newsletters: They sound nice, but most clients ignore them. Focus on real, personalized follow-up.
- Social Media Posting: Wiseagent can connect to your Facebook or Twitter, but the posts are generic and won’t help you land appointments.
- “Lead Scoring” Widgets: These try to guess who’s most likely to buy. Don’t rely on them; talk to your clients and trust your gut.
What’s worth your time? - Calendar syncing (so you don’t double-book) - Task reminders for real follow-ups - Keeping notes in one place
Don’t get distracted by bells and whistles. The basics—showing up and following up—are still what matter.
Wrapping Up: Keep It Simple, Stay Consistent
Wiseagent isn’t going to make you a superstar overnight, but if you use the calendar, reminders, and notes, you’ll fumble fewer appointments. Don’t let the dozens of features distract you. Start with syncing your calendar, add showings as they come in, and actually follow up with people. Make a habit of checking Wiseagent every morning, and tweak your process as you go.
No need to overthink it. Use what helps, skip what doesn’t, and keep moving. That’s how you actually get more showings—and more deals—without losing your mind.