Lesson 3 · While it's live

Your phone is the back office. The iPad never shows anyone's data but their own.

What you'll do

Follow the open house in real time, read the roster the right way, and make small corrections on the spot.

The live view

Open the event on your phone. The top number is the running sign-in count — it updates every few seconds while the event is live. Under it, the roster grows as people arrive: name, time, and a small icon for the channel (kiosk or QR).

A status chip tells you the kiosk's health: online, or how many sign-ins are queued on the device waiting for the network. Visitors never see that state — only you do.

Reading the roster

Tap any row for details:

  • Contact info (phone, email) — this is your follow-up list, and it belongs to you.
  • Whether they said they're working with an agent. Treat it as a soft signal — it routes your follow-up (represented visitors get the packet, not a pitch), it doesn't gate anything.
  • Visitor type: buyer, neighbor, or fellow agent.

Fixing things on the spot

People typo their own email at 2pm on a Saturday. Tap the row and edit:

  • Correct a name or contact detail — the fix applies to that person everywhere.
  • Reclassify: the "just visiting" neighbor who fell in love with the kitchen can be upgraded to a buyer once they give you a name and contact info. (This happens more than you'd think.)
  • Revisit the working-with-an-agent answer after a conversation.

Edits never rewrite history: the consent snapshot from the moment they signed in stays exactly as they saw it.

Closing

When the last visitor leaves, tap end open house (it asks once to be sure). Closing does three things: stops new sign-ins, freezes the numbers, and makes the event ready for the report — which is Lesson 4.

One habit worth building: generate and send the report the same afternoon, while the open house is still warm in your seller's mind. It takes two minutes, and it's the difference between "my agent held an open house" and "my agent showed me what it did."


Next: Lesson 4 · The seller report