Any number of match list applicants can be invited to a single viewing appointment. Where a rescheduled appointment is enforced, the change of date, time or attending officer can be applied once to the central viewing record, with all applicants receiving consistent and timely appointment updates through their preferred communication channel - email, SMS, letter, etc.
The procedure to update the appointment details of a viewing invitation is as follows:
- 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.
- Click on Viewings. The Viewings tab is activated, revealing all scheduled viewings for the property in the Viewing Details summary table.
- Double-click on a row matching the appointment to be rescheduled. The Update Viewing Details window is displayed.
- Amend the Viewing Date for the appointment, as required, using the calendar icon (
), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
- Amend the Viewing Time for the appointment, as required, using the clock (
) icon, or type in the value directly (format HH:MM).
- Ensure that the name of the Viewing Officer or Viewing Officer (User) is still valid for the rescheduled appointment and apply any required change.
- Use the Notes field to add contextual data in support of the rescheduled property viewing invitation.
- Update the Status of the rescheduled appointment, as required, using the drop-down field.
- Click on Confirm. The rescheduled appointment details are reflected in the Viewing Details summary table.
- Click on Save.
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
