This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines how to book a viewing from the applicant screen and the diary - click the links below to view each process
Booking a viewing from the applicant screen
1. Create viewing From the applicant record:
| Booking a viewing can also be carried out from the property screen (adding applicant details in step 3, instead of property) |
2. Add appointment detail From the new appointment screen:
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3. Add property details
The Key icon (top right) allows the viewing arrangements and key details screen to be displayed - click here for more information The Pencil icon (top right) allows the map view to be switched to the property pictures (as shown in step 4), along with the option to view the property record | |
4. Confirm appointment Use the Confirmed tick boxes beside the agent, property & applicant to mark the appointment as confirmed
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5. Save appointment
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6. Confirm by email/SMS You can confirm the appointment by email or SMS (where SMS integration set-up)
| Email: SMS: |
Booking a viewing from the diary
1. Create viewing From the diary:
| You can also click and drag over the appointment duration, then right-click and choose Create Appointment |
2. Add appointment detail From the new appointment screen:
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3. Add property details
The Key icon (top right) allows the viewing arrangements and key details screen to be displayed - click here for more information The Pencil icon (top right) allows the map view to be switched to the property pictures (as shown in step 5), along with the option to view the property record | |
4. Add applicant details
The Pencil icon (top right) allows the applicant record to be viewed | |
5. Confirm appointment Use the Confirmed tick boxes beside the agent, property & applicant to mark the appointment as confirmed
| |
6. Save appointment
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7. Confirm by email/SMS You can confirm the appointment by email or SMS (where SMS integration set-up)
| Email: SMS: |
You can also book a viewing when matching an applicant to properties
From the list of matched properties, right-click and select Create Viewing