Sending Confirmation Emails and Texts for Viewings in Loop

This article explains how to send confirmation emails and text message reminders when booking a property viewing using the Loop system.

Booking a Viewing:

1. When booking a viewing, you will specify details such as whether it's accompanied or unaccompanied, the property, the buyer's details, and the desired date and time.
2. Clicking the "Submit" button pencils the viewing into your diary. At this stage, no confirmation emails have been sent.
3. In your diary, an unconfirmed viewing will have a white background.

Confirming the Viewing and Sending Notifications:

1. To send confirmation emails and text messages, you need to confirm the viewing with the relevant parties: the buyer, the seller, and the agent who will be attending the viewing.
2. To confirm, click on the checkboxes with "buyer," "seller," and "agent."
3. Only once all three (buyer, seller, and agent) are marked as confirmed will Loop automatically send out your confirmation emails.

Notification Options:

When confirming a viewing, Loop offers the following notification options:

• Confirmation emails: Sent to the buyer, the seller, and the attending agent.
• Text message reminders (if enabled): These are sent one hour before the scheduled appointment time.

Sending the Confirmations:

1. Once you have selected the relevant confirmation options (buyer, seller, and agent), click the "Confirm" button.
2. This action will trigger Loop to send out the confirmation emails and any applicable text message reminders.

If you have any questions or require further assistance, please contact the support team at support@loop.software