Book a Viewing

Introduction

Loop has various ways in which you can book a viewing. Each of the following a described in the instructions below.

• Book through a Viewings Tab
• Book through your Diary
• Book through a Property file
• Book through a Buyer file
• Book through a new Enquiry

Book through the Viewings Tab

• Locate the Viewings tab from your workflow
• Click on +Book Viewing in the top right-hand corner
• You are now in the Viewing Wizard where you will see five sections that you will need to complete. Type of Viewing, Property, Buyer, Viewing Comment and Viewing Date & Time
• Choose the Type of Viewing from the 3 options, accompanied, unaccompanied, virtual
• Select the property you wish to book a viewing from the dropdown or start typing the property address. Once chosen the property will appear on the right-hand side.
• The viewing preferences, Viewing & Access Arrangements, Property Details and Seller #1 Details will be prepopulated from the property file.

Information about the property and viewing arrangements cannot be changed in the Book Viewing tab; it can only be changed in the property file. 

• You can either choose a buyer that is already registered on your system or you can add a new buyer
  • Adding a new buyer - Click Add New and fill in their details. Anything with an asterisk is a required field.
  • Selecting an existing buyer - Select a buyer from the from the dropdown or start typing their name to search, their details will prepopulate from their buyer file
• Viewing Comment - Add any comments that are relevant for the property, viewing or buyer.
• As a default the Attending Agent will be automatically chosen based on the the account holder
• Change the Attending Agent by choosing them from the dropdown menu
• Select the Date by clicking on it > this will open the Diary > select the date you want to book the viewing for and chose a time > You can choose the time by clicking and dragging down to cover the time you want. This will be automatically changed in the time tab
• You can choose the time on the time tab > this will update the Diary
• Use the nudge buttons for quick changes
• Click Proceed

Book through the Diary

• Locate the Diary in the left-hand navbar
• Find the date you want to book the viewing for using the calendar on the left-hand side
• Click on the time you wish to add the viewing for and a New Event box will appear
• Select Sales Viewing and this will take you to the Viewings tab
• Enter the details of the viewing
• The Viewing Time & Date will be prepopulated from you choice in the Diary
• Click Proceed

Book through a Property File

• Locate the Properties tab in the workflow on the left-hand side
• Find the property you want to book a viewing for > You can use the Search by Address box at the top of the page > Click on the property
• Locate the Book Viewing at the top of the page > Click to book a viewing for that property
• Type of Viewing and property details will be automatically prepopulated from the property file
• Complete the remaining forms > click Proceed

Book through Buyer file

• Locate the Buyer tab in the left-hand navbar
• Find the buyer from your buyer list or add a new buyer by clicking Add buyer in the top right
• In the buyer file, locate the Book Viewing button in the top right
• Enter the property details that they wish to view
• The buyer details will be prepopulated from the buyer file
• Select the time and date
• Click Proceed

Book through a New Enquiry

New enquiries from your portal feeds such as Rightmove and Zoopla will come through in to the New Enquiries box in your lobby. To book a viewing from here, follow the instruction below.

• Locate the New Enquiries box in your lobby and click on it
• Open the enquiry and read the comments box. This will show the reason for the enquiry
• If the enquiry is to book a viewing on one of your listed property, Click Book Viewing Button in the top right
• You will now be taken to the viewings tab where the property details, seller details and buyer details will be prepopulated from the enquiry form
• Check the details are correct
• Select the time and date
• Click Proceed