Versions Compared

Version Old Version 1 New Version Current
Changes made by

Fiona Hardy

Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

AgencyCloud Online offers an online booking tool to allow clients to book valuations and viewings at a time that suits them

Live availability of every team in every branch can be displayed on your website - this is then automatically cross-referenced by postcode when a client makes a request

Automated confirmation notifications via emails and text messages can be issued to your clients and updated instantly in your AgencyCloud, both in the diary and applicant/property records in your database

Book a valuation (or viewing) - example journey

1. Initiate request

  • On your website, a client can initiate a valuation (or viewing) request
    Email address & postcode must be entered

2. Choose an appointment

  • Use the online diary to choose the desired date & time for your appointment
    Live diary availability is displayed

3. Enter details

  • Enter contact details
    Name & phone number must be entered

4. Appointment confirmation

  • An appointment confirmation message is displayed
    Client can also be set-up to receive an email/SMS notification

5. Notification into branch

...

Alerts for new appointments are sent through as tasks in AgencyCloud

...

Reapit Online 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, your company branding will be used and wording will be tailored to reflect your approach - for example, you may want to use '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

This guide covers how to:

Table of Contents
minLevel2
maxLevel2

Book/request a valuation

1. Choose to book/request valuation

On company website:

  • Click Book a Valuation (or similar)

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

Image Added

3. Choose appointment

Availability for the relevant office will be displayed

  • Select the desired date & time for the valuation appointment

Info

To allow a suitable lead time and to work in with office open hours, Reapit 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

Image Added

4. Your details

The customer needs to:

  • Complete Your details
    * denotes required fields

  • Click Request Appointment

    All information entered is passed to Reapit

Image Added

5. Booking/request confirmation

  • Details of the booking/request are displayed on screen

    This is also sent to the customer via email & SMS (text) message and can also be sent to the attending negotiator/valuer

Image Added

6. Information passed to Reapit

  1. Task
    A task is created for the negotiator to inform of the online valuation request

    Image Added

    A link to the property and contact record is included in the task

  2. Appointment in diary
    A Market Appraisal appointment is automatically created in the Reapit diary

    Image AddedImage Added

    The appointment will need to be marked as Confirmed, when appropriate

  3. Contact record
    When no matching contact record was found (using the contact details supplied), a new contact record is created

    Image Added

    The 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

  4. Property record
    A new property record is added for the valuation property

    Image Added

    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

Book/request a viewing

1. Choose to book/request a viewing

On your company website, from a list of properties for sale/to let:

  • Beside the relevant property, click Book a Viewing
    (or similar)

Image Added

2. Enter email address

  • Enter the email address to be contacted on

  • Click Get Appointments

Image Added

3. Choose appointment

Availability for the relevant office will be displayed

  • Select the desired date & time for the viewing appointment

Info

To allow a suitable lead time and to work in with office open hours, Reapit 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

Image Added
Tip

This screen will only be offered for properties that are marked as Available in Reapit

For Unavailable properties, the Your Details screen will be displayed instead, see next step

4. Your details

The customer needs to:

  • Complete Your details
    * denotes required fields

  • Click Request Appointment

    All information entered is passed to Reapit

Image Added

5. Booking/request confirmation

  • Details of the booking/request are displayed on screen

    This is also sent to the customer via email & SMS (text) message and can also be sent to the attending negotiator

6. Information passed to Reapit

Tip

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

  1. 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

  2. Appointment in diary
    A Viewing appointment is automatically created in the Reapit diary
    The appointment will need to be marked as Confirmed, when appropriate

  3. 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

  4. 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

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel in ( "online" , "tracker" )
Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

AgencyCloud Online offers an online booking tool to allow clients to book valuations and viewings at a time that suits themReapit Online provides your customers with the ability to book/request viewings and valuations via your company website