To update the applicant acceptance status for a viewing invitation

The procedure to update the applicant acceptance status for a viewing invitation is as follows:

1. Prerequisite procedural steps are covered separately in the topic To generate a match list for a resource. Refer to these before proceeding to step 2.
2. Click on Viewings. The Viewings tab is activated, revealing all scheduled viewings for the property in the Viewing Details summary table.
3. Highlight a row matching the viewing appointment to which an applicant has been invited. All applicants included on the invitation are displayed in the Viewing Participants summary table.
4. Double-click on a row matching the applicant for whom a viewing appointment status has been progressed. The Update Viewing Participant window is displayed.
5. Using the Status drop-down field, select an appropriate parameter value to capture the applicant's current viewing status i.e. Arranged, Cancelled, Did Not Attend, Proceed To Offer, Unsuitable.
6. Enter the Contact Date using the calendar icon (), or type in the value directly i.e. to specify the date on which the applicant was last contacted in respect of the viewing appointment 1.
7. Using the Contact Method drop-down field, select the method by which the applicant was last contacted in respect of the viewing appointment e.g. Letter, Email, SMS, etc.
8. Use the Notes field to add contextual data in support of the applicant's response.
9. Click on Confirm. The applicant's viewing status and background information is reflected in the Viewing Participants summary table.
10. Click on Save.

Note

1 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.

See related topics...

Match list management overview

To generate a match list for a resource

To assign a viewing invitation to selected applicants on a match list