Buyers Cancel or Move Their Own Viewing in Housing Market CRM

チュートリアル 87 / 181

このチュートリアルの動画は現在更新中です。下の手順の説明で同じ内容をご確認いただけます。英語版を見る

このレッスンの説明文は現在更新中のため、英語で表示しています。

Buyers who book a viewing with you can now cancel it or pick another time themselves. This tutorial shows the Housing Market CRM side, the Viewings page note (a Beta feature), and then the page a buyer sees when they use the link in their confirmation or reminder email: they see their booking, choose another time you have free, or cancel with an optional reason. You are told every time, and a cancelled viewing stays in your Cancelled list. Nothing is deleted. The booking and the buyer page shown are an illustration with invented names.

このチュートリアルで学べること

That buyers get a private link to cancel or move a viewing
When the link and the reminder are sent
What the buyer sees and can do
Where a cancelled viewing stays in your CRM

手順を見ながら進める

Open your Housing Market CRM account.
Click Viewings in the left menu.
Buyers can now cancel or pick another time themselves.
Each confirmation, and a reminder a day before, carries a private link.
The buyer sees their booking: when, where and who with.
They can choose another time you have free.
Click Move my booking.
Done. You are told straight away.
Or they can cancel, with a reason if they like.
Click Cancel my booking.
The time becomes free for other buyers.
Back in your CRM, open Viewings.
A cancelled viewing stays in your Cancelled list.
Nothing is deleted.