Book & identify second/repeat viewings (via duplicate viewing option)

Owned by Fiona Wilson, created
Last updated: Dec 21, 2023
3 min read

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

A viewing appointment can be duplicated to allow a second/repeat viewing to be booked and to be easily identified

As well as saving time in creating repeat viewing appointments, repeat viewings are flagged as repeat entries in the diary, in applicant/property journals and also via Power Reports, making it easier to establish where/when repeat viewings are taking place

1. Create duplicate viewing appointment

The option to create a duplicate appointment is only available for viewing appointments

From viewing appointment:

  • Click Duplicate (top left)

 

The option to Duplicate is available on viewing appointments once the appointment has been saved & the screen is
re-opened

2. Confirm repeat appointment

A prompt will be displayed

  • Click Yes

3. Duplicate appointment created

From duplicate viewing appointment:

  • Update date & time for the repeat viewing

  • Complete all other areas for the viewing as normal, such as general notes, Confirmed boxes & Follow Up date

  • Repeat box is automatically ticked to identify the repeat appointment

  • Save and exit

2. Repeat viewings in diary & journal

  • The repeat viewing is flagged in the diary & the applicant/property journals

3. Repeat viewings in Power Reports

Repeat criteria and a repeat grid column has been added to the diary reporting function in Power Reports

When running a diary report, a Repeat criteria option is available, allowing you to run a viewings report filtered by whether the appointments is a repeat

For example, the report shown below will return repeat viewings for the London office booked this week

From the report results grid:

  • Click and drag to move column to desired position
    Then right-click over column headings and select Save grid layout

  • Click Repeat column heading to sort by repeat appointment

  • Click to the right of the Repeat column heading to group or filter the viewings