Viewing Scheduler in Housing Market CRM — Plan Viewings
Tutorial 75 of 181 · 44 s
Viewings in Housing Market CRM lists every viewing and consultation buyers booked online from your listings and your agent profile, and each booking is added to your calendar. This tutorial goes through upcoming, past and cancelled viewings, opens the lead behind a booking, reschedules one, and then sets up Viewing rules: whether you accept online bookings, your time zone, and the working hours and viewing days buyers can choose from. Online booking is part of Pro; the list of viewings is available on every plan.
In this tutorial you will learn
- Where your viewings are listed
- How to open, reschedule or cancel a viewing
- How to switch online bookings on or off
- How to set working hours and viewing days
Follow along: the steps
- Open your Housing Market CRM account.
- Click Viewings in the left menu.
- Bookings made online appear here and in your calendar.
- Open the lead, Reschedule or Cancel a booking.
- See past and cancelled viewings too.
- Click Viewing rules.
- Switch online bookings on or off.
- Set your time zone.
- Choose working hours and viewing days.