1. Completing a viewing
Once a viewing has taken place, we recommend that it is completed. This ensures that the Properties > Viewings page continues to list only upcoming/future viewings.
Go to Lettings Properties > Viewings
Locate the relevant viewing
In the Complete column, click on the tick icon
A confirmation pop-up will appear asking the user if they wish to send a feedback email to all attending viewers
OK - The viewing will be completed and a pre-populated feedback email will appear which can be sent. For GDPR reasons, the email addresses of all viewers will appear in the BCC field
Cancel - The viewing will be completed and no viewing feedback email will be generated
This viewing will no longer appear on the open viewings page. To locate a completed viewing, click on the Complete items link.
2. Cancelling a viewing
Go to Lettings Properties > Viewings
Locate the viewing in question
In the Cancel column, click on the red cross
A pop-up will appear asking the user to confirm what action they would like to take:
Only cancel this viewing for this property - only this one viewing will be cancelled
Cancel this viewing AND all future viewings for this property (if any) - this viewing along with any future viewings for the property will be cancelled
Exit this process and don't cancel any viewings - no viewings will be cancelled
Once cancelled, the viewing will be moved to the Cancelled items section.
Note: If a viewing has been completed/cancelled in error, it can be reopened. Locate the relevant viewing (in the Complete items or Cancelled items section) and click on the tick within the Reopen column.
Video tutorial