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Viewings - Adding a viewing preferences note

Updated over 4 months ago

If there are specific viewing preferences in place for a property, for example, the current tenants do not want any viewings to take place on Wednesdays, the system allows users to log this information for reference.

  1. Go to Lettings properties > Important notes

  2. Click + Property note

  3. Select the relevant property address

  4. Set the Type of note to Viewing preferences

  5. Enter a description for the note

  6. Click Submit

Once submitted, the viewing preferences note is displayed in two places:

  1. When adding a viewing, the viewing preferences note will appear on the right hand side of the form (shown below)

  2. Within the Pre-viewing notes column (shown below)

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