How do I book a viewing or valuation appointment?

You can add a Viewing or Valuation appointment which will then appear in your Diary and the Branch Diary.

Viewing appointments should be linked to the property and applicant, Valuation appointments should just be linked to the property.

  1. Click on the 'Diary' tab
  2. Click 'add event'
  3. Select an event type of 'Viewing' or 'Valuation'
  4. Fill in the date and time and link the property and (if it's a viewing) the applicant
  5. Save the event

Viewings are automatically marked as awaiting follow up and you can see a list of all viewings awaiting follow up by going to Diary, Follow Ups.

You can also find appointments through the applicants or property Diary pages.

Topic: Diary and Tasks

Related Help

Diary and Tasks