Managing Viewings from Listings

Managing Viewings from Listings

Use the Viewings area to coordinate appointments and keep your lettings pipeline moving.

Scheduling a Viewing

1. Open the enquiry or message thread.
2. Click Schedule Viewing.
3. Set date, time, property, and any notes.
4. Send confirmation to the applicant.

Tracking Status

Common statuses include:

• Proposed - waiting for applicant confirmation.
• Confirmed - appointment locked in.
• Completed - viewing took place.
• Cancelled - cancelled by applicant or landlord.
• No Show - applicant did not attend.

Day-of-Viewing Workflow

1. Check contact details and access notes.
2. Mark attendance outcome immediately after the appointment.
3. Send a follow-up message while interest is fresh.

Turning Viewings into Offers

After a successful viewing:

1. Capture applicant intent in the thread.
2. Request required documents.
3. Move forward to application and lease creation.

Tip: Updating viewing outcomes on the same day improves conversion tracking and avoids duplicate follow-ups.