Page Comparison

1. Create viewing

From the applicant record:

• Click Viewing (top left)
  
  A new appointment screen will be displayed, see step 2

2. Add appointment detail

From the new appointment screen:

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• Entry Date: enter the date of the viewing appointment, click the icon to pick from the calendar
  

• From / To: enter the start time and approximate end time for the appointment
  
  If you are unsure when the appointment can take place, use the Check Calendar function to jump to the diary to search for an available slot

• Recur every / Until: not usually applicable for viewings - for use when an appointment happens at regular intervals, e.g. morning meeting
  

• Entry Type: should be set to Viewing
  

• Entry comments: any extra notes about the appointment can be added here
  

• Accompanied: displays the name of the user making the booking - leave the box ticked if you or a colleague is carrying out the viewing and also make sure the correct user name is displayed (click the link to change)
  If the viewing is being carried out by the vendor/landlord, untick this box
  

• +Negotiators/Offices: if additional colleague(s) are involved in this viewing, click the link and pick the required user(s) from the list
  

• Other Agent: if another agent is involved in the viewing, tick the box and select their company record from the list
  

• Applicant: details will be taken from the current applicant record
  

• Property: see next step

3. Add property details

• Click into the property field and type the first line of the property address

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  The recently accessed property list will be presented - select the property from the list
  If not displayed, press enter and use the Search Properties function
  

• Double-click the property when found

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  The property will be added to the viewing appointment - the property location and vendor/landlord details are displayed
  

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4. Confirm appointment

Use the Confirmed tick boxes beside the agent, property & applicant to mark the appointment as confirmed

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• Tick each Confirmed box, as appropriate
  OR

• If everyone has already confirmed, tick the All Confirmed box
  
  All details for the appointment have now been entered

5. Save appointment

• Click Save button (top right)

6. Confirm by email/SMS

You can confirm the appointment by email or SMS (where SMS integration set-up)

• Click Print (top right)
  

• Select E-mail and/or SMS
  You may have an email template set up for this
  

• Click Proceed
  
  The email/SMS message will be displayed to check over before sending

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Email: 

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SMS:

1. Create viewing

From the diary:

• Find the required day/time slot for the appointment
  

• Hover over it and double-click to create the appointment
  
  A new appointment screen will be displayed, see step 2

2. Add appointment detail

From the new appointment screen:

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• Entry Date: enter the date of the viewing appointment, click the icon to pick from the calendar
  

• From / To: enter the start time and approximate end time for the appointment
  

• Recur every / Until: not usually applicable for viewings - for use when an appointment happens at regular intervals, e.g. morning meeting
  

• Entry Type: should be set to Viewing
  

• Entry comments: any extra notes about the appointment can be added here
  

• Accompanied: displays the name of the user making the booking - leave the box ticked if you or a colleague is carrying out the viewing and also make sure the correct user name is displayed (click the link to change)
  If the viewing is being carried out by the vendor/landlord, untick this box
  

• +Negotiators/Offices: if additional colleague(s) are involved in this viewing, click the link and pick the required user(s) from the list
  

• Other Agent: if another agent is involved in the viewing, tick the box and select their company record from the list

3. Add property details

• Click into the property field and type the first line of the property address

• Image Added

  The recently accessed property list will be presented - select the property from the list
  If not displayed, press enter and use the Search Properties function
  

• Double-click the property when found

• Image Added

  The property will be added to the viewing appointment - the property location and vendor/landlord details are displayed
  

• 
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4. Add applicant details

• Click into the applicant field and type the applicant surname
  
  As seen when adding a property (step 3), the recently accessed applicant list will be presented - select the applicant from the list

• - if not displayed, press enter and use the Search Applicants function - double-click when found
  
  The applicant will be added to the viewing appointment with their contact details displayed
  

• Image Added

5. Confirm appointment

Use the Confirmed tick boxes beside the agent, property & applicant to mark the appointment as confirmed

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• Tick each Confirmed box, as appropriate
  OR

• If everyone has already confirmed, tick the All Confirmed box
  
  All details for the appointment have now been entered

6. Save appointment

• Click Save button (top right)

7. Confirm by email/SMS

You can confirm the appointment by email or SMS (where SMS integration set-up)

• Click Print (top right)
  

• Select E-mail and/or SMS
  You may have an email template set up for this
  

• Click Proceed
  
  The email/SMS message will be displayed to check over before sending

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Email: 

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SMS: