This document provides step-by-step instructions for creating and managing iGuides using the Planitar platform. It describes how to create an iGuide, upload data and images, edit display and detail settings, organize the image gallery, lock sold properties, create custom banners, and manage and send iGuide reports and analytics.

1. WELCOME:ThissimpletoolallowsyoutoeffortlesslyCreate+ManageyouriGuides!
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

2. CREATE AN iGUIDE:Creatinganappointment cardinTrello.
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

3. CREATEANiGUIDE:PropertyAddress
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

4. CREATEANiGUIDE: iGuideURL
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

5. 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
CREATEANiGUIDE:Sponsors(AgentBanners)

6. CREATEANiGUIDE:iGuideReportSubscribers
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

7. CREATEANiGUIDE:iGuideAnalyticsReportSubscribers
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

8. CREATEANiGUIDE:iGuideSettings
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.

9. CREATEANiGUIDE:SuccessfullyCreatinganiGuide
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.

10. CREATEANiGUIDE:Copy&PastetheiGuideURLintoTrello
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

11. UPLOADiGUIDEDATA:ExportData
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.

12. UPLOADiGUIDEDATA:Copy&PastetheiGuideExportDatalinkintoTrello
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

13. UPLOADiGUIDEDATA:Hi-resolutionImages
UPLOADING HI-RESOLUTION IMAGES:
1 Select “Hi-Res Images”
2 Drag & drop the zipped folder or click
“Upload”

14. UPLOADiGUIDEDATA: iGuideGallery
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

15. EDITYOURiGUIDEDISPLAYSETTINGS:ModifyGeneralSettings
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

16. EDITYOURiGUIDEDISPLAYSETTINGS:ModifyVisualSettings
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

17. EDITYOURiGUIDEDISPLAYSETTINGS:ModifyVisualSettings
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

18. EDITYOURiGUIDEDETAILS:ManagewhichuserscanaccessaniGuide
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

19. EDITYOURiGUIDEDETAILS:EditthePropertyAddress
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

20. EDITYOURiGUIDEDETAILS:EdittheiGuideURL
EDIT THE iGUIDE URL:
1 Select Show iGuide Details>Edit iGuide
URL
2 Change the address in the iGuide URL
Always save your work

21. ORGANIZEYOURIMAGEGALLERY:OptionsforyourImageGallery
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

22. LOCKSOLDPROPERTIES:LocktheiGuide+CreatePrivateViews
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

23. CREATE ACUSTOMOPERATORBANNER:CustomizeeachiGuideReportwithyourownBranding
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

24. MANAGE ANDSENDiGUIDEREPORTS: ManageiGuideReportSubscribers+Send iGuideReportsatanytime!
MANAGE AND SEND iGUIDE REPORTS:
1 Select “iGuide View Report”
2 Manage iGuide Report Subscribers
3 Send the iGuide Report

25. MANAGE &SENDiGUIDEANALYTICSREPORTS: ManageiGuideAnalyticsSubscribers+SendiGuideAnalyticsatany time!
MANAGE & SEND iGUIDE ANALYTICS:
1 Select “iGuide Analytics”
2 Manage iGuide Analytics Subscriptions
3 Send iGuide Analytics
Always save your work