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This guide has been reviewed against our global client base and classed as relevant to all regions |
AgencyCloud Online offers an online appointment booking request tool which provides the ability for clients using your company website provides your customers with the ability to book/request viewings and valuations via your company website - this guide outlines the typical processes and options available for this functionality
When implemented on your system, your own company branding will be used and wording will be used to match how you want to use these features - e.g. tailored to reflect your approach - for example, you may want to use this a booking request system, in that appointments are not definite until they are confirmed by the agent by phone/email - if this is the case, wording used on your webpages will reflect this approach'request' rather than ‘book’ a viewing/valuation
Depending on how your business have chosen to implement this function, there may be differences to some functionality shown in this guide
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1. Choose to book/request valuation On company website: |
2. Enter basic detail Specify whether the property is to sell or to let
Enter email address
This will be used to confirm the appointment
Enter the property postcode
This determines which office the valuation request goes to
Click Get Appointments
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3. Choose appointment Availability for the relevant office will be displayed | Info |
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To allow a suitable lead time and to work in with office open hours, AgencyCloud Online configuration determines when appointments are available from The system also looks at which negotiators are available and how much time is allowed between appointments to determine the available slots and who is assigned which appointment |
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4. Your details |  |
5. Booking/request confirmation |  |
6. Information passed to AgencyCloud Task
A task is created for the negotiator to inform of the online valuation request  A link to the property and contact record is included in the task
Appointment in diary
A Market Appraisal appointment is automatically created in the AgencyCloud diary  Image Removed Image Added Image AddedThe appointment will need to be marked as Confirmed, when appropriate
Contact record
When no matching contact record was found (using the contact details supplied), a new contact record is created  Image Removed Image AddedThe Source will be marked as a website valuation enquiry (or similar)
This allows reporting to be carried out to measure success of the online valuation booking function
Property record
A new property record is added for the valuation property  The Notes panel (bottom right) contains standard text to indicate why the property record was created
This allows general notes keyword reporting to be carried out to measure success of the online valuation booking function
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1. Choose to book/request a viewing On your company website, from a list of properties for sale/to let: |  |
2. Enter email address |  |
3. Choose appointment Availability for the relevant office will be displayed | Info |
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To allow a suitable lead time and to work in with office open hours, AgencyCloud Online configuration determines when appointments are available from The system also looks at which negotiators are available and how much time is allowed between appointments to determine the available slots and who is assigned which appointment |
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This screen will only be offered for properties that are marked as Available in AgencyCloud For Unavailable properties, the Your Details screen will be displayed instead, see next step |
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4. Your details Complete Your details
* denotes required fields
Click Request Appointment All information entered is passed to AgencyCloud
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5. Booking/request confirmation |
6. Information passed to AgencyCloud | Tip |
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The same process applies as outlined in Book/request a valuation section above, except an applicant record is created instead of a property record
See step 6 in the Book/request a valuation section above for screenshots |
Task
A task is created for the negotiator to inform of the online viewing request A link to the applicant record is included in the task
Appointment in diary
A Viewing appointment is automatically created in the AgencyCloud diary
The appointment will need to be marked as Confirmed, when appropriate
Contact record
When no matching contact record was found (using the contact details supplied), a new contact record is created
The Source will be marked as a website viewing enquiry (or similar)
This allows reporting to be carried out to measure success of the online viewing request function
Applicant record
When no matching applicant record is found, a new applicant record is added for the client requesting the viewing
The Requirement Notes panel (bottom of screen) contains standard text to indicate why the applicant record was created
This allows general notes keyword reporting to be carried out to measure success of the online viewing request function
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