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Easy Booking - Market Appraisals

You can quickly book a Market Appraisal from anywhere in the system. When in Lifesycle, no matter what page you are on, just go to the top...

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Written by Brad Roby

You can quickly book a Market Appraisal from anywhere in the system. When in Lifesycle, no matter what page you are on, just go to the top of the page and click the 'Create' button.
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Then select 'Market Appraisal'
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Then select the branch, the valuer, and the time and date of the appointment.
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You can open the full calendar by clicking on the pink button on the right of the date and time picker to open up the full calendar.
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Then search for the contact or create a new one.
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Then in the property details section, select whether this is a sales or letting appointment, and fill out the rest of the property details.
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​Please note: You can not change whether this is a sales/lettings appointment after the appointment has been created. Triple check that it is definitely a sales/lettings appointment.
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Then fill in the discovery questions, and then click create appointment.
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You will then be taken to the appointment tab where you can send your appointment confirmation.
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