Log in to your IDXAddons platform account

In the main menu, select the Open House App option.

When you log in, if the service is not yet active, this will be the first view you encounter. Go to the Turn Service On/Off section and click the button.

After a few seconds, a message will appear at the top of the screen confirming that the installation was successful.

Go to Design > Website > Sub-headers > Pages > Details to locate your Open House installation script.

If the script is not automatically generated, you can install it manually by going to the "Installation" tab, copying the code snippet provided, and pasting it into the sub headers section. Don’t forget to save your changes.

To create an Open House, go to the Listing Detail Page of the property you want to configure and add /openhouse to the end of the URL.

Once you enter, a form will appear where you need to fill out the information to create the new Open House.
Required fields include:

• Registration Type: You can choose between two types of registration:
  • Light Registration - it will only ask for the visitor's name, email and phone
  • Full Registration - it will ask for more information such as price range, time to buy, has agent, and has house to sell
• Date
• Start Time
• End Time
• Instructions: If you want to add any additional information, for example the meeting link if it's a virtual event.

After entering all the information, click the "Start Open House" button.

Once the Open House information is saved, a registration form will appear to collect the details of the people attending the Open House. This form is used regardless of the registration type you choose (Light or Full Registration).

• Both registration forms require the following visitor information:
• Name
• Email
• Phone Number (optional)

Light Registration

Full Registration

Starting June 2026, when a visitor registers using the pre-built forms, the following actions occur:

• A new lead is created in IDX Broker with the visitor's information.
• The property is saved to the lead's saved listings in IDX Broker.

• If the lead enabled the option "Get emailed when similar properties hit the market", a saved search will be created for them in IDX Broker with the criteria of the property that has the Open House.

After creating an Open House, it will appear in the Open Houses tab. You will see a list of all active Open Houses, sorted from most recent to oldest.

Each listing includes key information, such as

• Open House details (date, time, etc.)
• Delete button to remove the Open House
• View Records button to see attendee details
• Link to the listing to view the property page where the Open House is set up

When clicking the "See Records" button, you will be able to see the details of the attendees who registered, including:

• Name
• Phone
• Price
• Time to buy
• Has Agent
• Has House to Sell
• Subscribed

• HighLevel Integration

  In the HighLevel Integration tab, you have two options to connect to HighLevel

  • Using Our Forms: This option allows you to use our pre-built forms (Light Registration or Full Registration) integrated directly with HighLevel. You only need to enable the option "Use Our Pre-Built Forms"
  

  When a lead submits the form, a new IDX account will be created for them, as well as a saved search if they enabled the option "Get emailed when similar properties hit the market". They will also be added as a new contact in HighLevel, and a note like the following will be included:

  

  When using our pre-built forms, you have the option to add custom tags to the contacts that register through the Open House form. This allows you to easily identify and segment these contacts within HighLevel for targeted follow-ups and marketing campaigns.

  
  • Using Your Own Forms: If you prefer to use your own HighLevel forms, you can embed it directly on the Open House popup. This provides flexibility to maintain your existing form structure while still connecting to HighLevel for data processing.
  Important Note: If you choose to use your own HighLevel form, the automatic actions that occur when a visitor registers using our pre-built forms (creating a lead in IDX Broker, saving the property to the lead's saved listings, and creating a saved search) will not happen. Instead, all the information will be sent directly to HighLevel, and you can set up your workflows there to handle the data as needed.

  You only need to enable the option "Use Your HighLevel Form". Then, select one of your existing forms from the dropdown list. This form will be displayed on the Open House popup by default.

  

  This would make the Open House Registration look something like this instead:

  

  If you have an IDX Broker Engage account, you have a special feature that allows you to select a different form for each Open House. This way, you can have a unique form for each property.

  

  With the HighLevel form you can add as many questions as you want and trigger the workflows after filling this particular form.

• Follow Up Boss Integration

  If you have a Follow Up Boss account, you can integrate it with our Open House forms to automatically add new leads and send their information to Follow Up Boss.

  The integration will also add the following tags to the Follow Up Boss contacts:

  • idx-lead
  • idx-openhouse

  To enable this integration, open the Follow Up Boss Integration app and enter your Follow Up Boss API key.

  
• Lead Routing (Office Accounts)

  For office accounts, the Open House form includes automatic lead routing. When a lead visits a listing detail page that has an assigned agent (detected via the IDX-agentOwner cookie set by IDX Broker), the system will automatically route the lead to that agent across all connected platforms.

  Example of a link using Lead Routing:
  https://search.idxguys.com/idx/details/listing/a000/M1426167/openfull/179?agentHeaderID=55718 where agentHeaderID=55718 routes the lead to the agent with ID 55718.

  How it works

  When a visitor registers through the Open House form and an agent is assigned to the listing:

  • IDX Broker: The lead is created with the agentOwner field set, so the lead appears under the correct agent in the IDX Broker dashboard.
  • Follow Up Boss: An additional tag {agentId} (e.g., 55715) is added to the contact alongside the standard idx-openhouse and idx-lead tags. You can use this tag to create lead flow rules in Follow Up Boss to automatically assign leads to the correct agent or trigger specific workflows.
  
  • HighLevel: The system checks if the assigned agent has their own HighLevel sub-account connected (via the Agent Connection in the HighLevel dashboard). If a connection exists, the lead is sent directly to the agent's sub-account. If no agent connection is found, the lead falls back to the main broker's HighLevel account.
  
  Requirements
  • The account must be an office account in IDX Broker with agents configured.
  • Agents must be assigned to listings in IDX Broker for the routing to take effect.
  • For HighLevel agent routing, each agent needs to connect their own HighLevel sub-account through the Agent Connection page in the IDXAddons dashboard.
  • For Follow Up Boss, no additional setup is required — the agent ID tag is added automatically. Simply create lead flow rules in FUB to handle the routing as needed.

  This feature works automatically with the pre-built registration forms (Light and Full). No additional configuration is needed beyond the standard integrations setup.