Buyers Cancel or Move Their Own Viewing in Housing Market CRM

教學 87/181

本教學的影片正在更新。下方的文字步驟涵蓋相同的內容。觀看英文版

本課的文字內容正在更新，因此暫時以英文顯示。

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.

在本教學中您將學到

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

跟著做：操作步驟

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.