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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 to book/request viewings and valuations

This guide outlines the typical processes and options available for this functionality - when implemented on your system, your own company branding and wording will be used to match how you want to use these features - e.g. 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

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:

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

3. Choose appointment

Availability for the relevant office will be displayed

  • Select the desired date & time

To allow a suitable lead time, 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 available slots

4. Enter details

  • Complete the Enter details form

  • Click Request Appointment

    All information entered is passed to AgencyCloud

5. Booking/request confirmation

  • Details of the booking/request are displayed on screen

    This is also sent to the potential clients via email and SMS (text) message

6. Information passed to AgencyCloud

  1. 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

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

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

  3. Contact record
    Where no matching contact record found, a new contact record is created

    The Source will be marked as a website valuation enquiry (or similar)
    This allows reporting to be done to allow success of the online booking function to be measured

  4. Property record
    A new property record is added

    The Notes panel automatically contains standard text to indicate that the property was added to AgencyCloud due to an online valuation request being carried out
    This allows keyword reporting to be done to allow success of the online 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)

2. Enter email address

  • Enter the email address to be contacted on

  • Click Get Appointments

3. Choose appointment

  • Select the desired date & time

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

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

4. Confirmation

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