Project

Configuration

Projects are the customer-facing listings, services, or appointment-led offers a realtor publishes in Sparki.

Customers see projects in the portal or plugin and can use them to view details, book, message, submit bids, or answer pre-validation questions.

Where to Find Projects

Open Projects in the dashboard. To create a project, choose the new-project action. To edit an existing project, open it and use the project settings.

After a project is created, it still needs to be placed where customers can find it. Most teams add the project to Content and connect an agenda so customers can book a time.

Project settings screen

Project settings hold the details customers read and the connected agenda they can book.

Configure the Customer Action

Appointment

Let customers book directly when the project has connected agendas and available slots.

Question

Let customers ask about a listing or service before choosing a time.

Bid

Enable offer flows for sale projects when your process is ready for customer bids.

A project can represent a property for sale, a rental listing, a service appointment, a valuation, intake, or another customer-facing offer. Add a clear title, description, price or service information, address or location details, images, floor plans, amenities, and a strong thumbnail where relevant.

Connect the Agenda

Projects can use a full shared agenda or a separated project-specific agenda. Full agendas are easiest when one calendar can serve several projects. Separated agendas are useful when a project needs its own availability that should not be mixed with the main agenda.

If your office uses Realworks and the feature is enabled for your portal, projects can be linked to Realworks data. Realworks availability is a Pro or Custom feature and may need to be requested or enabled before it appears.

Before Publishing

Create the project, add the important customer-facing details, connect at least one agenda, decide whether customers should book directly or request contact, then preview the flow through the portal or plugin before sharing it publicly.

Plan and Role Notes

The Free plan allows one active project. Pro and Custom plans allow unlimited projects. Members need Edit projects to create or update projects.