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

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

Add tenancy/offer from viewing appointment screen (lettings property)

When a lettings applicant has viewed a property and wants to progress with a new tenancy/offer, this can be initiated 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