There are three ways to book a viewing - from the Calendar, the Buyer/Tenant Detail or from the Property Detail. Let's talk about the Calendar
Calendar
Click Calendar
Choose a day
Choose a time
Click Viewing Appointment
Complete the viewing information
Other than the usual bits, here are some notes about this screen that we hope you find helpful:
Search for the applicant - the applicant must have a search profile to be found here. If you do not find who you are looking for, please go to the contact profile and fill out the search profile. You can book a viewing directly from the contact profile once you have created it as well.
You can add multiple users to each appointment by clicking on the person with the plus sign icon. The appointment will show on all selected users calendars.
Viewing Appointment statuses - leave this blank when creating the appointment and come back in to edit as needed - cancelled, no show etc.
When you add a contact and property, tick buttons for the VBLT (vendor, buyer, landlord, tenant) confirmation. Tenants will only show up if you have added a tenant to the property details.
Once you create the appointment, you will be able to send a confirmation.
The viewing has been booked!