How to set up Booked and start filling your calendar

Step 01

Sign up and let Booked pick a local number

Two minutes. Pick an area code; Booked provisions a real Twilio number, sets up call forwarding to your cell, and seeds the AI with a starter set of follow-up sequences.

• Enter your name, brokerage, and city
• Pick a 3-digit area code (Booked covers carrier fees)
• Enter your personal cell. We forward calls and text you booking alerts
• Accept TCPA / CASL compliance terms

Step 02

Add your first listing

The AI references your active inventory when a lead texts in. Even one listing turns generic chat into 'I have one open right now, want to see it?'

• Fastest: text your own Booked number an MLS number (e.g. C9472831). The AI pulls address, price, beds, baths, and photos from TREB and adds the listing
• In the dashboard: paste an MLS number or a Realtor.ca / Zillow URL
• Or enter the address manually and upload photos
• Mark as Active, Pending, or Sold
• Listings auto-sync into the AI knowledge base

Step 03

Put your QR everywhere your name appears

This is where leads come from. Every Booked account has a downloadable QR code that opens an SMS pre-addressed to your number. Scan → text → AI replies in seconds. The same QR goes on yard signs, Instagram reels, flyers, business cards, anywhere a potential buyer might see you.

• Open Brand Kit → download your QR as a 1024×1024 PNG
• Yard signs: 4×4″ vinyl sticker (~$2 each at Vistaprint), arrow panel works best
• Instagram reels & stories: drop the QR + "Scan to text me" card from Brand Kit onto every post
• Business cards: the back of the card, with just the QR and no number
• Open-house window decals, listing flyers, email signature
• Pair it with one line: "Scan to text me. I reply in seconds."

Open-house yard sign with your QR and number stickered on

Scan to text

416-360-9167

Sarah Macdonald · Caiden Realty

Scan to text

416-360-9167

Sarah Macdonald · Caiden Realty

Print the QR + number on a 4×4" vinyl sticker and tape it to the arrow panel of any standard open-house sign. Total cost: $2 per sign at Vistaprint, lifetime use.

Facebook ad preview

SM

Sarah Macdonald

Sponsored · 🌎

🏡 Just listed in Riverdale: 3-bed, 2-bath, $1.45M. Open house Saturday 1–4 PM. Scan the QR or text 416-360-9167with your name and I'll send the full listing.

Listing photo

Booked.caiden.tech

Text me about 123 Maple Ave

Learn more

Other high-yield placements:

• Bottom-right corner of yard signs
• Listing flyer back, next to the floor plan
• Open-house window decal (4"×4", vinyl)
• Business card back with just the QR and no number
• Instagram story sticker, link in bio

Preview

What you'll download from Brand Kit

Sample: your number + keyword will appear here once you sign up.

Instagram Post

1:1

Download PNG

Instagram Reel

9:16

Download PNG

Facebook Reel

9:16

Download PNG

TikTok

9:16

Download PNG

Step 04

Watch the Inbox, but don't hover

The AI handles ~70% of conversations end-to-end. You see every thread. The system pages you only when a lead goes hot (specific budget, ready to view, expressed urgency).

• Inbox shows every conversation with last-message preview
• Hot Lead badge means the AI flagged urgency
• Tap any thread to jump in and take over
• Toggle "AI off" mid-thread when you want to handle it personally

Step 05

Showings land directly on your calendar

When the AI confirms a slot with a lead, it writes the appointment to your calendar tab and texts you the moment it's booked. Add the gcal link to your phone calendar and you're done.

• Set your availability (Settings → Availability) once
• AI checks the window before proposing slots, so there are no double-bookings
• Booking sends SMS + push + email + dashboard bell
• Tap the "Add to Calendar" link from the SMS to drop it in Google Calendar

Step 06

Teach the AI your voice

The Knowledge Base is your personality file. FAQs are answered verbatim. Scripts handle objections in your tone. Notes give the AI broader context.

• Add 3-5 FAQs (commission, virtual showings, pre-approval, etc.)
• Write 1-2 scripts for common objections
• Drop in a note about your specialty (first-time buyers, luxury, etc.)
• The AI cites these on every reply that touches the topic

Step 07

Run keyword RSVP campaigns for events

Hosting an open house, broker tour, or buyer seminar? Print 'Text RSVP to 416-…' on the invite, sign, or social post. Each text triggers a confirmation, captures the lead, and runs a multi-touch follow-up so the RSVP becomes a real showing, not a noise event.

• Pick a short keyword per event (RSVP, TOUR, SEMINAR, OPEN, NEW)
• Booked seeds a default RSVP campaign on signup. Edit the messages to match your event
• Texts back immediately with confirmation + address + parking notes
• Follows up at 24h (reminder) and 72h (post-event nurture) so the lead doesn’t go cold
• Every RSVP becomes a lead in your inbox with the event source tagged

Step 08

Optional: share your public web chat

Every Booked agent has a /c/[your-id] page with the same AI and no SMS required. Drop the link in your Instagram bio or email signature for leads who prefer chat to text.