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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 Reapit Online provides your customers with the ability to book/request viewings and valuations This via your company website - this guide outlines the typical processes and options available for this functionality - when implemented on your system

When implemented, 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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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

contact you 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

  • Select the desired date & time for the valuation appointment

Info

To allow a suitable lead time

, AgencyCloud

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

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4.

Enter

Your details

Complete the Enter details form

The customer needs to:

  • Complete Your details
    * denotes required fields

  • Click Request Appointment

    All information entered is passed to

AgencyCloud

  • Reapit

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5. Booking/request confirmation

  • Details of the booking/request are displayed on screen

    This is also sent to the

potential clients

  • customer via email

and

  • & SMS (text) message and can also be sent to the attending negotiator/valuer

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6. Information passed to

AgencyCloud

Reapit

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

    Image Modified

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

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

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  1. in the Reapit diary

    Image AddedImage Added

    The appointment will need to be marked as

confirmed

  1. Confirmed, when appropriate

  2. Contact record

Where

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

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  1. Image Added

    The Source will be marked as a website valuation enquiry (or similar)
    This allows reporting to be

done

  1. carried out to

allow

  1. measure success of the online valuation booking function

to be measured


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

    Image Modified

    The Notes panel

automatically

  1. (bottom right) contains standard text to indicate

that

  1. why the property

was added to AgencyCloud due to an online valuation request being carried out

  1. record was created
    This allows general notes keyword reporting to be

done

  1. carried out to

allow

  1. measure success of the online valuation booking function

to be measured

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)

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2. Enter email address

  • Enter the email address to be contacted on

  • Click Get Appointments

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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

AgencyCloud

Reapit

For Unavailable properties, the

User

Your Details screen will be displayed instead, see next step

Image Removed4. Confirmation

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

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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

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AgencyCloud Online offers an online booking tool which allows clients to book valuations and viewings from Reapit Online provides your customers with the ability to book/request viewings and valuations via your company website