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Understanding our new viewings area Q1 2022

 

A viewing is the “vessel” containing one or more appointments to view one or more properties. 

  • A viewing can have a single appointment with one or more applicants to view a single property
  • A viewing can have multiple appointments with one or more applicants to view a single property (Block viewings)
  • A viewing can have multiple appointments with one or more applicants to view multiple properties

Viewing appointments now list in a viewings appointments index page. Each appointment is linked to the viewing ref

 

 

The viewing appointment status can be set:

  1. Manually
  2. Automatically following an applicant status update

 

 

Available applicant status

Available viewing appointment status

When the viewing appointment is automatically updated from the applicant status, the following logic will apply (logic takes into account multiple applicants on an appointment)

Pending

If there are no applicants with Confirmed status
And not all applicants have Cancelled status
And not all applicants have Confirmed status

Confirmed

If there is at least one applicant with status confirmed
And there are no applicants with Viewed status or Offer made status

Cancelled

If all applicants have Cancelled status

Viewed

If there is at least one applicant with status Viewed
And there are no applicants with status Offers made

Offer made

If there is at least one applicant with Offer made status
Or if PM submitted an offer through submitting an offer

No show

If all applicant statuses are No show

 

A viewing appointment can have an assigned manager

Notes are now split into three distinct areas

  • Viewing notes
  • Appointment notes
  • Applicant notes

 

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