Operations

Opening online viewing bookings

Set the availability of your agents in order for a visitor to book a viewing slot themselves from a published listing.

Purpose

Online booking allows an applicant to choose a viewing slot themselves on a public page linked to a published listing, in order to avoid repeated exchanges to schedule an appointment.

The proposed slots are calculated from the availability ranges of each agent, from which already scheduled viewings and appointments are deducted, in order to ensure that no booking conflicts with the existing calendar.

Where to find it

  1. Calendar

Buttons “Availability” and “Online booking” at the top of the screen.

Steps

  1. Click “Availability”, choose the relevant “Agent” and click “Add a range”.
  2. Enter for each range the “Day”, the “From” and “To” times, the duration of the “Slot” and the minimum “Notice (h)” before a booking, and save.
  3. Click “Online booking” in order to display the list of published listings that have a booking page.
  4. Use “Copy the link” in order to send the page address to the applicant, or “Open page” in order to check it.
  5. The visitor chooses a slot among those of the following three weeks, enters their name, email and telephone number, gives their consent and clicks “Confirm the viewing”.
  6. Find the created viewing in the Calendar: its panel indicates “Booked” with the mention “Online”.

Good to know

  • An agent without an availability range cannot be booked online, and the “Online booking” screen highlights this as long as no range exists.
  • The visitor receives an email confirmation accompanied by a calendar file, and a reminder is sent to them before the viewing.
  • When a viewing is marked “Held”, the visitor receives a link to a page where they indicate their interest from 1 to 5 and an optional comment, which are included in the viewing panel.

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