Virtual / remote viewings using FocalAgent Smart Viewings (UK only)

1. Create Smart Viewing appointment

From a new diary appointment:

• Enter the date (in Entry Date) and time of the appointment in the From and To fields
  For an instant Smart Viewing, the current date/time can be set; or set a date/time in the future

• In Entry Type, Smart Viewing must be selected 
  Virtual could also be ticked, but this is optional

• If you need to click Full List to see the Smart Viewing entry type in the list, the diary appointment may not show in your diary - see 1a

• Ensure Accompanied is ticked and the agent name carrying out the remote viewing is entered

• If you want a follow up reminder for the appointment, tick Follow Up and ensure the date entered to the right is suitable

• Ensure the Applicant and Property involved in the viewing are entered

• Tick All Confirmed

• Click Save and Exit

Open

1a. To get Smart Viewings to show in the diary

• Click the cog icon to the right of the diary screen and select Show all entries

  Open

  

2. Appointment confirmation in Reapit

• A confirmation message will be displayed
  
  

• Click OK
  
  The Smart Viewing will be ready to use within seconds 
  
  

3. Accessing the URLs (links) to the Smart Viewing via email, SMS & the diary

• Emails are sent to the agent and all applicants involved in the viewing
  
  

• Links to access the Smart Viewing are included in these emails
  
  If the applicant(s) have mobile numbers entered in their contact details and SMS functionality is enabled via Reapit, then a text confirmation of the appointment will also be received
  
  

• You can also access the links via the diary appointment - see 3a

3a. Access link to Smart Viewing via the Reapit diary

Links to access the Smart Viewing are included in the field below the diary entry type - both agent and applicant links are included

4. Journal entries

Smart Viewings are automatically logged in the relevant applicant and property journals 

From the journal:

• Expand the Appointments section
  
  

• Select the Smart Viewing to see more detail on the right

1. Just before the appointment

It is recommended that the agent logs in before the Smart Viewing start time to ensure all is in order before it starts

From the email confirmation:

• Click the Enter Smart Viewing button
  The Smart Viewing will open in your browser window

• Click Go to viewing

2. Start viewing (agent)

• Click Start Virtual Tour and Start Webcam / Mic (top right)
  Use of a webcam is optional
  
  The main property picture will be shown and the viewing is ready for the applicant to join
  Once you have started the viewing, the applicant can join by accessing their link and clicking Start

3. Main screen orientation

• Use the toolbar at the bottom of the property pictures to change the view - see step 4

• The chat bar at the right hand side can be minimised using the red minus button - click the blue arrow button to show again

• An instant message function is available bottom right - type your message in the Enter your message field and click the blue arrow button to send (or press enter on your keyboard)
  You can also choose who to send the message to - Everyone or just a selected member of the viewing

• At the bottom of the screen, details of the applicant(s) involved in the viewing are displayed along with a Show another property option is also available - see 3a

3a. Configuration required

In order to use this feature, iUpload set-up is required

The Show another property option allows you to talk the applicant through other properties you have available

4. Using the toolbar

From left to right:

• Use the 2 x double-arrow buttons to move backwards and forwards through the property pictures

• Click the grid button to show all pictures as thumbnails across the bottom of the screen, click again to remove

• 4 x direction arrows allow you to move the picture to the left/right/up/down

• Plus and minus buttons allow you to zoom in and out of the picture

• Expand to full screen shows the picture in full screen mode - click again to return to normal view (or press escape on your keyboard) 

• Click the down arrow button to hide the toolbar - click the bottom of the property picture to show again

5. Ending the viewing

When the viewing is finished:

• Click the End Viewing button 
  The applicant needs to click Leave from their Smart Viewing screen

  The Smart Viewing site can now be closed