Booking Appointments

How to book appointments.

Open the deal page of the deal you would like to book an appointment for.

Enter the appointment date and time in the General Details section. (This will populate in the customer's appointment confirmation email and SMS message.)

Now still on the deal page click the stage dropdown menu and select 'Appointment Made' stage.

This will automatically send out an appointment confirmation email and text to your client confirming the time, date and place of the appointment so it is important to be sure you input the time and date before

  • If the appointment needs to be re-booked make this task as complete and repeat the process above having first moved the deal back to landlord/vendor lead In.

Next Stage - Sending Proposals