Book and run viewings

Arrange a viewing, get it confirmed, and record what the client thought.

5 steps

1Step 1
Book a viewing#
In the console's Viewings tab, press Book viewing, or click an empty hour on the calendar. Choose the property, the client from your client book, the agent, the date and the time. You can add a note for the agent and one for the client.
2Step 2
When a colleague shows it#
Booking for yourself confirms the viewing straight away. Booking for a colleague sends them a request, by notification and email, which they Accept or Decline — and you hear back either way.
3Step 3
The client confirms#
If the client has an email, they get the details with a link to confirm the time or say they cannot make it. Send a reminder sends the link again while they have not answered, and moving the time emails them the new one.
4Step 4
Keep track#
Switch between the calendar and a list, and filter by agent, client or listing. Agents see the viewings they show or arranged; owners and admins see the whole agency's.
5Step 5
Record the impression#
After the viewing, press Record impression: where the client landed — from "not for them" to "ready to offer" — a star rating, how they felt about the price, light, location and more, and a note in their own words. Saving it marks the viewing as done and feeds the dashboard.