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Easy Booking - Viewings

You can easily book a viewing from any page in the system. Simply go to the top of the page, no matter what page you are on, and click the...

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Written by Brad Roby

You can easily book a viewing from any page in the system. Simply go to the top of the page, no matter what page you are on, and click the 'create' button.
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Then click 'Viewing'
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Then search the applicant in the pop up. If the contact can not be found, you can create a contact.
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If the contact has more than one search profile, you can select which search profile the viewing is going to be linked too.
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Then search the propery address.
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Then select the user who will be attending on the appointment.
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Click the button on the left of the user to change who is booking the appointment.
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Click the button on the right of the user to add another user to the appointment.
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Then select the date and time the viewing will take place. You can click on the pink calendar icon on the right to open up the full calendar.
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Then add any notes you feel neccessary, select whether the appointment has been confirmed, then click create.
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Then send confirmation emails and SMS of the appointment if you wish.
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