Prerequisite You should have all your content already prepared. For more details about the content, please read the checklist.

Step 1

Click on the + button on the upper left side of the dashboard.


Step 2

Assign a project name, address and choose the project type (sales, rental, land, commercial).

Choose the specific plan for this specific project. Plans are based on the number of units per project. Larger real estate projects require a larger monthly plan.


Step 3

The project is now created but empty. In your dahsboard, click on details.

This will redirect you to the settings module, where you will find the following tabs:


Step 4

Under project details you can do the following:

  • Define a cover image. This is the image that will appear in the card preview of the project in the dashboard and will also be your main building image. Please choose a high-resolution image, but no bigger than 1.5mb.
  • Edit the project’s name.
  • Add the namespace
  • Configure the different connections we offer (SparkRE connection, PayPal connection, Calendly connection, Salesforce connection, Building stack connection, FTP connection)
  • Pause or delete the project’s suscription

Step 5

After finishing with the project details, move on to the customization tab. Here you can do the following:

  • Select the property type (Condominium, rental, townhouse, house, land, retail, office, commercial, industrial).
  • Turn on/off prices. When turned on, the plan viewer will show each unit’s price.
  • Turn on/off availabilities. When turned on, the plan viewer will specify wether each unit is available or not.
  • Turn on/off freely the unit information. This includes inclusions, parking, orientation, bathrooms, descriptions and finishes.
  • Finishing this section, we can see everything related to enterprise. Here you can add the project to the enterprise you have already created. Learn more about the enterprise feature.

Step 6

Under the Allocations tab, you can allocate restricted access to floors and units for designated individuals, be it VIP brokers contributing to your project or key stakeholders. Utilizing this functionality enables you to generate a personalized Planpoint with designated units for a particular individual, requiring a password for access. Learn more about the allocations feature.

  • Start by clicking + new allocation
  • Then simply give a title for this allocation
  • Specify a password
  • Select the units you want this allocation to apply and save

Choose the units to which you intend to apply this allocation.

  • At the bottom of the page you can see all the allocations you have setup for this project

Step 7

The Lock Screen feature encourage visitors to share their information to gain access to your Planpoint before accessing the project plans. This approach ensures that your sales team can reach out to individuals showing interest in your project.

  • Start by enabling the lock screen
  • After enabling this feature, within the settings, activate the lock screen feature and specify the parameters you wish to gather from your leads, such as name, email, phone number. Alternatively, configure custom fields for the form according to your preferences.
  • Also you can enable the priority list feature that allows the customer to organize the list of preferred units of the project

Step 8

The Lead generation functionality enables the gathering of information from potential clients. You can input the email address where you wish to receive notifications upon saving a lead. Additionally, you have the option to include a subject, sender details, and a confirmation message.

Keep in mind that you can always preview your work in progress by navigating to the configurations module, under the Style & Embed tab


Here’s how to solve some common problems when setting up a project.