Organising viewings

Under scheduling you see viewing slots, available places, registered prospects and the workload of the people in charge. A public link allows registration for a viewing and an online application without a user account.

1. 1

   Create a slot for a unit with "New viewing slot" and set the capacity.

2. 2

   Add people with "Add prospect" or, in the "Public link" tab, create the viewing and application link for the unit.

3. 3

   Plan the day with "Workload" per person in charge, "Open route" for the order of the addresses and "Show in calendar". Move a booking with "Move" to another free slot of the same object; if you wish, the person gets the new time by e-mail.

4. 4

   After the viewing, record attendance with "Attended" or "No-show". For a no-show you can "Send follow-up". Continue working on prospects and applications in the "Prospects" and "Applications" tabs.