Scheduling a Property Viewing

What this does

Creates a viewing appointment linking a contact (buyer or tenant) to a property with a date, time, and assigned agent.

When to use it

Schedule a viewing when a prospective buyer or tenant wants to see a property.

Step by step

1. Open the property record
2. Click the Viewings tab
3. Click + Schedule Viewing
4. Fill in:
   • Contact — the prospective buyer or tenant
   • Date and Time — when the viewing will take place
   • Agent — which team member will conduct it
   • Notes — any special instructions
5. Click Save

After the viewing

1. Open the viewing record
2. Update the Outcome:
   • Interested — follow up with the contact
   • Not Interested — no further action
   • Offer Made — proceed to offers
3. Add feedback notes

Tips

• Viewings appear on the property timeline and the contact timeline
• Block viewings create multiple viewing slots for the same time window
• Viewing confirmations can be sent automatically by email