Real estate / Appointments

Viewing Booking & Reminders

Viewing requests move from available slots to confirmed appointments and timely follow-up.

Setup

$250

Complexity

Medium

Format

Scoped

Workflow demonstration · Sample data

Read the video transcript

A viewing request needs a clear path to an appointment. This setup checks one maintained calendar and confirms the agreed slot with property details and approved access notes. Two reminders follow your booking rules. Cancellation stops the remaining reminders, and one simple post-viewing prompt closes the loop. Your team owns availability and rescheduling decisions. More complex calendars and a full feedback process are scoped separately.

Request

Capture the property and preferred time.

Check

Read available slots from one calendar.

Confirm

Send the appointment and access notes.

Remind

Deliver two reminders and one follow-up.

Included in this setup

One booking intake
One team calendar
Confirmation and access notes
Two appointment reminders
One post-viewing follow-up

What we need from you

A maintained calendar
Approved booking and reminder wording
A clear rescheduling contact

Scoped separately

Multi-office availability rules
Payment or deposit collection
Calendar cleanup and migration

Practical boundary

The published price covers the scope shown here. Additional systems, branches, paid tools, or data cleanup are confirmed before work begins. Tool subscriptions and usage fees are separate. Ongoing support is agreed explicitly.

Read the related workflow scenario