Once a viewing is booked, you can do almost everything from the viewing itself: get directions, contact the people involved, mark it done, book a second viewing and record feedback.
Opening a viewing
Open a viewing in any of these ways:
- tap it on the Agenda or Now & Next
- go to the Viewings tab on the property and tap it there
- tap a viewing notification
A viewing has four tabs: Details, System Log, Notes & Activities and Documents.
To jump to the property, tap the … in the top right, then Open Property File.
What the Details tab shows
- Status, a DONE label once the viewing is complete, and Viewing Type: Accompanied, Unaccompanied or Virtual.
- Date, Time and Agent.
- Opinion: what the buyer or renter thought, if it's been recorded.
- Viewing Count: for example 2nd viewing.
- Property Price: the asking price or rent.
- Location: a map for directions.
- Attendees: the agent, the buyer or renter, the seller or landlord, and the tenant if the property is tenanted. Each shows Confirmed or Unconfirmed. Tap someone to call, text or email them.
- Buyer Feedback or Renter Feedback, and Seller Feedback or Landlord Feedback. See Recording viewing feedback.
- Viewing Notes, Viewing Arrangements, and access, alarm and key details, if there are any.
Actions
The buttons near the top scroll sideways.
Mark as Done: records that the viewing went ahead. It saves straight away, without asking you to confirm.
Didn't turn up: records that the buyer or renter didn't arrive. It also saves straight away, so be sure before you tap it.
There's no undo for either in Pocket. If you tap the wrong one, open the viewing in Loop, where you can change a viewing between done and didn't turn up. Rescheduling a didn't-turn-up viewing to a later time also puts it back to coming up.
Book Another Viewing: books the same buyer or renter at the same property again.
- Choose the Viewing Type: Accompanied, Unaccompanied or Virtual.
- Set the Start time and End time.
- Choose the Attending Agent (not needed for unaccompanied viewings).
- Tick who to email a confirmation to.
- Tap Confirm. You'll see Viewing Booked.
If you see End date cannot be before start date, check the times. If you see Please select an Agent, choose the attending agent.
Reschedule and Cancel Viewing: see Rescheduling or cancelling a viewing.
Shortcuts from the diary
You don't have to open the viewing to use these. On the Agenda or Now & Next, swipe a viewing to the left for Book Another Viewing, Re-Book Viewing and Cancel Viewing. After the viewing, the Earlier Today list on Now & Next also has the feedback options.
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