How to add a viewing and run the appropriate actions

Add via  quick add

Add from viewings area

Go to viewings>add viewing>create or add existing applicant

You can add multiple applicants to single viewing. * We will be introducing multiple units per applicant viewing  in due course


Add from applicant area



Run Actions created when adding a viewing

Scroll to the bottom of the add viewing page

These are created in settings>automated events>viewing added by property manager


Viewing index page

From here or within the viewing there are a number of functions

  1. Update the viewing status. To show on the calendar you need to chnage the status to confirmed
  2. Message the applicant
  3. etc








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