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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions

A series of viewings made for the same applicant viewing different properties can be displayed in the diary as a single entry called a viewing tour . A - a viewing tour allows individual appointments to be created which, while linked, allow journal entries to be made for notes and viewing feedback for each individual viewing.

This page outlines how to display viewing tours in the diary and how to create individual appointments within a viewing tour.


1. Diary options (one off) setting 

In order for the diary to display a viewing tour as a single entry:

  • Access the Diary and click the Diary Options icon (cog)

  • Ensure that Do not merge viewing tours is not selected

    This ensures viewing tours are shown as one diary entry, as shown in 1a



Info

Providing Do not merge viewing tours has not been selected in Diary Options, a viewing tour is automatically created when the same applicant is viewing more than one property, with the same negotiator, with two hours or less between each appointment



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title1a. Viewing tour display

Viewing tours will then be displayed in the diary as below:

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Opening the diary entry displays like this:

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2. Creating a viewing tour

From the applicant screen:

  • Click Viewing and create the first viewing appointment, as usual

  • When all details have been added, click Save (in the appointment screen) and then click Add Another (top left)

    See 2a

  • Create the next appointment in the viewing tour by changing the From and To time and adding the property
    Other details for this viewing can be added, such as Entry Comments

  • When all details have been added, click Save (in the appointment screen) and then click Add Another again

  • Repeat until all appointments in the viewing tour have been added

    Each appointment in the tour will appear in the applicant journal as separate viewings

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title2a. Adding further appointments to the viewing tour

After clicking Add Another, the diary appointment screen remains open allowing you to add details for the next appointment in the tour
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Related issues

How to display viewing tours in the diary and how to create individual appointments within a viewing tour