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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 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

  • Can use the Organiser to manage new online bookings

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