Viewings

Book a viewing & send email/SMS confirmation

How to book a viewing from the applicant screen and the diary

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

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

Cancel a viewing (or diary appointment)

If a viewing/diary appointment is no longer going ahead, it should be cancelled in the diary, doing so ensures that a log is kept in the relevant property/applicant journals - cancelled viewings can be un-cancelled, reported on via a diary Power Report and shown in diary report results grids

Track viewing & market appraisal 'no shows'

A viewing and a market appraisal appointment has the facility to mark attendance as ‘no show’ or ‘attended’ - reports can be run to track this

Book viewing tours in the diary

How to display viewing tours in the diary and how to create individual appointments within a viewing tour

Open house viewings / open for inspection (OFI) functionality

Using the Open House / Open for Inspection (OFI) function

Add applicant or property from diary when booking viewing or MA

At the point of booking a viewing from the diary, a new applicant record can be added - or, for a market appraisal appointment, a new property record can be added

Add offer from viewing appointment screen (sales property)

When an applicant who has viewed a property wants to submit an offer, the new offer can be added from the relevant viewing appointment screen

Virtual tours

When using virtual tours to market your properties, this guide outlines how to enter a link to the tour on the property record which will then add the tour to your website and the property portals you upload to

Separate follow-up options for appointments - configuration option

This option allows appointment follow up to be logged separately for each party involved in the appointment