Sales - Book a viewing and the buyers section with PropertyFile Plus

Alexi Glackin
Alexi Glackin
  • Updated

The steps below outline how to process a viewing request for an applicant that has been made through the PropertyFile Plus widget on your website, as well as book a viewing for a sales property.  


To make use of the PropertyFile Plus request a viewing website widget, you'll need to have activated PropertyFile Plus, configured the PropertyFile Plus viewings widget and activated the request a viewing widget on your website

Processing a sales property viewing request

When a sales property viewing request is made from your website, a notification will automatically be sent to the email address that has previously been set up in PropertyFile configuration.

In order to find this sales property viewing request:

  1. Go to the Residential Sales Home screen
  2. Click Enquiries on the main homebar
  3. To open the relevant PropertyFile viewing enquiry click the red word View
  4. You will now see the details of the PropertyFile viewing request 
  5. On this screen, you can use the relative buttons to
    1. View the Contact Record
    2. Claim Enquiry
    3. Decline or Cancel
    4. Book Viewing

Book the viewing

  1. Click the Book Viewing button
  2. The New Viewing screen will open

When booking the viewing, you can click to select which time suites you, or click into your diary to check availability.

Put a tick in the box to confirm the booking and Save. You customer will receive email confirmation of the viewing.   

Related articles: 

Activating Your Website Widget

Activating PropertyFile Plus