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PROPERTY VIEWINGS · Workflow idea

Make it easier to arrange a viewing that works for everyone.

When someone asks to see a property, share a small set of available times and let them choose. Once they book a time, keep the agent and prospective viewer informed with confirmations and reminders.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
Viewing request
Produces
A logged viewing request, a booking made by the prospective viewer, calendar details for the confirmed visit, and timely reminders for the viewer and agent.
Category
Meetings & scheduling

01 / The starting point

A clear request.
A useful direction.

A prospective viewer’s request and the property details they provide

“Help me arrange a viewing for this property. Offer times from the agent’s stated availability and let me choose the one that works.”
An example request · Make it specific to your team.

02 / The work

7 tasks.
One useful outcome.

Uses the agent’s stated availability to offer up to three possible viewing times, sends a personalized proposal, and records the request. After the viewer chooses and books a time, it adds the confirmed visit to the agent’s calendar and sends confirmations and a reminder.

  1. Collect the viewing request

    Gather the prospective viewer’s name, contact details, property of interest, and any other details they provide.

  2. Offer times from stated availability

    Present up to three viewing options using the agent’s configured days, hours, and visit length.

  3. Send a clear viewing proposal

    Share the property and proposed times in a personalized message so the viewer can choose a suitable option.

  4. Keep a request record

    Record the request, proposed times, and current status so the agent can see what is awaiting a booking.

  5. Confirm the viewer’s booking

    After the viewer actively books one of the offered times, collect the confirmed visit details.

  6. Update the agent and viewer

    Add the confirmed visit to the agent’s calendar, send both parties a confirmation, and remind them before the viewing.

  7. Track the final status

    Keep the request record current when a visit is booked and when its reminder has been sent.

03 / The result

Something useful.
Something to build on.

A logged viewing request, a booking made by the prospective viewer, calendar details for the confirmed visit, and timely reminders for the viewer and agent.

AmbactiWorkflow folio · 7 steps

Coordinate property viewing bookings

Meetings & scheduling · Example outcome

The handoff

A logged viewing request, a booking made by the prospective viewer, calendar details for the confirmed visit, and timely reminders for the viewer and agent.

Keep in mind

A proposed time is not a booking. The viewer must actively choose a time before the visit is confirmed and placed on the calendar.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Set the agent’s availability

Enter the property details, weekly viewing hours, visit length, and how far ahead viewers may book.

Choose the booking experience

Set up the event viewers will use to choose and confirm an offered viewing time.

Prepare the shared request record

Choose where to track contact details, property, suggested times, booking status, visit time, and reminder status.

Confirm calendars and messages

Choose the agent calendar and the addresses for viewer and agent confirmations and reminders, then test a complete booking.

Put your next idea to work.

Start with your brief. Make the process your own.

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