Representative example · Real estate · Appointments
Viewing Booking & Reminders
Book viewings, confirm automatically, and keep prospects informed. This is a representative explanation, not a client result. See the catalog for the confirmed setup boundaries.
The manual version
How it usually runs
- Receive a viewing request
- Check availability
- Confirm agreed details
- Remember follow-up
Proposed setup scope
The automation
- One booking intake
- One team calendar
- Confirmation and access notes
- Two appointment reminders
- One post-viewing follow-up
Roles in this example
Agreed sourceConfigured rulesRecord systemHuman owner
The pipeline
See it run, step by step.
Toggle the manual and automated paths, then run a sample through the flow.
- 01RequestAgreed source
- 02CheckConfigured rules
- 03ConfirmRecord system
- 04RemindHuman owner
What it changes
What the team notices.
Viewing requests move from available slots to confirmed appointments and timely follow-up.
Confirm tool access and scope before configuration.
Keep exceptions and decisions with named people.
Run this on your agency.
Tell us how your team handles this today and we'll map where the automation fits — without replacing the tools you already rely on.