Reserve Link Management
This guide explains how sales staff create, share, and manage reservation links for prospects and realtors.
What Is a Reservation Link?
A reservation link is a shareable URL that lands a client inside Customer Connect at a starting point in the reservation journey. The more specific the link, the fewer selection steps the client must complete.
Link Specificity Ladder
From broadest to most specific:
- Community link
- Project link
- Model link
- Building link (multi‑building / high‑density scenarios)
- Unit link
More specificity = less browsing effort for the client, but also less flexibility if they want to explore alternatives.
Use broader links for marketing campaigns. Use model or unit links for targeted outreach, holds, or curated inventory pushes.
Creating a Single Link
Typical steps in the link creation dialog:
- (Optional) Enter a Public Name (otherwise remains Unnamed).
- Select the Community (required anchor context).
- Select Project (if applicable).
- Based on project type: select Model, Building, or Unit.
- Validate any required building selection in high‑density environments.
Only units that have an assigned model can be used to link to Customer Connect
Mass Generation
Use Mass Generation when onboarding a new community or project and you need a set of links (for example, one per model or unit) quickly. This accelerates setup and prevents repetitive manual creation.
Enabling, Disabling, and Deleting
| Action | When to Use | Effect |
|---|---|---|
| Disable | Temporarily pause traffic without losing history | Link stops working externally; metrics retained |
| Enable | Resume a previously disabled link | Restores client access |
| Delete | Remove an unused link (zero page loads) | Permanently removes it; cannot restore |
If a link has any page loads, deletion converts to Disable for data integrity.
Metrics & What They Mean
Each link displays counters:
- Total Page Loads: Cumulative visits since creation.
- Today / This Week / This Month: Time‑window visit counts for activity monitoring.
Use them to gauge demand, compare campaign performance, or spot abnormal spikes (which may justify disabling a link temporarily).
While the Customer Connect pages in the sales-app provide some metrics and individual session data, the Reports pages are best suited to project comparison and high-level business analysis tasks.
Sharing Methods
Four built‑in share options streamline distribution:
| Method | Best Use Case | Notes |
|---|---|---|
| Personalized outreach or follow‑up | Uses a template that inserts the link; include yourself if you need a copy | |
| SMS | Quick mobile engagement | Short template with the link inserted |
| QR Code | Events, signage, showroom displays | Download as image; test scan before printing |
| HTML Button | Embedding on a website or landing page | Copy snippet; adjust button text/color |
Quick Link Copy (Contextual)
From many inventory or context screens you can instantly copy a properly specific link. The system will either reuse an existing link or auto‑generate one with a clear name (for example Auto‑generated for model X). This reduces friction when responding to a live inquiry.
Common Issues & Resolutions
| Issue | Cause | Resolution |
|---|---|---|
| Client reports link disabled | You or a teammate disabled it | Re‑enable or send an alternative link |
| Link shows wrong starting context | Link created at broader specificity than expected | Generate a more specific link and resend |
| Duplicate links for same specificity | Rapid parallel creation | Keep the newest; disable or delete (if unused) duplicates |
| No option to delete | Link has page loads | Disable instead; deletion only for unused links |
| Unit not selectable in creation | Missing model association | Choose a different unit or ensure model linkage is set (admin task) |
Relationship to Client Flows
- These links launch the Client Reserve Flow.
- After reservation, clients may still need to complete identity; see Client Identity Flow.
- To follow up on in‑progress or stalled activity, use Session Monitoring.