Overview
SME Professional enables automated scheduling of property viewings by syncing with real-time calendar availability via third-party integrations.
Agents can define viewing preferences at both company and property level to control how and when viewings are arranged. Property-level settings take precedence over company-level settings where configured. If no property-level settings are defined, company-level settings are applied by default.
Company-level settings are managed in the Viewing preferences section within the Admin area (accessible to Superusers only; access level 0).
Property-level settings are managed within the Viewing preferences tab of individual lettings and sales property records.
Recommendation: It is advised that both company-level and property-level settings are reviewed when configuring the integration or preparing a property for marketing.
For more information, please contact our Support team.
How does it work?
Through our API, a third party can check a property’s availability, taking into account all the viewing preference fields listed below as well as any pre-defined viewing slots for that property.
They can then choose a suitable slot and create a viewing in SME Professional, either linking it to an existing applicant (potential tenant or buyer) or creating a new applicant if needed.
The newly scheduled viewing will appear in SME Professional. If the property is occupied, you can confirm the appointment with the occupier before finalising it by updating both the Occupier status and Viewer status to “Confirmed.”
Please note that booking based on calendar availability is only supported for properties with a marketable status.
Viewing preferences fields
The following fields determine how and when viewings can be scheduled.
Booking mode
Availability: Company-level and Property-level
Specifies how viewing appointments are booked.
Options:
Availability - Bookings are based on calendar availability within defined availability hours.
Pre-defined slots - Bookings are restricted to fixed time slots. Configuration includes interval length and maximum bookings per interval.
Hybrid - Supports both availability-based booking and predefined time slots.
None - Disables third-party viewing bookings.
Viewing host
Availability: Company-level and Property-level
Identifies the individual responsible for hosting viewings. This may be a system user or a third-party agent.
Viewing calendars (Primary and Secondary)
Availability: Company-level and Property-level
Defines which calendars are checked when scheduling viewings.
Primary calendar – The main calendar used for scheduling.
Secondary calendar – Used as a fallback if the primary calendar is unavailable.
Viewing duration
Availability: Company-level and Property-level
Specifies the default length of each viewing appointment.
Minimum notice period
Availability: Company-level and Property-level
Defines the minimum required notice before a viewing can be scheduled.
Advance booking limit
Availability: Company-level and Property-level
Determines how far in advance (in days) a viewing can be scheduled.
Time between viewings
Availability: Company-level and Property-level
Specifies the minimum interval required between viewing appointments at different properties.
Note: For properties located outside the usual operating area, it is recommended that this value is configured at the property level.
Conflict check
Availability: Company-level
Controls whether calendar conflicts are enforced when third parties attempt to book viewings.
Enabled: Bookings that conflict with existing calendar entries are prevented.
Disabled: Bookings may be created even if the calendar shows a conflict.
Viewing availability hours
Availability: Company-level and Property-level
Defines the days and times during which viewings can be scheduled.
Configuration requires:
Enabling availability for each applicable day.
Setting start and end times for those days.
Exclusions
Availability: Company-level and Property-level
Specifies dates on which viewings cannot be scheduled.
Example:
Public holidays
Office closure dates
Property occupied status
Availability: Property-level
Indicates whether the property is currently occupied.
Viewer status
Availability: Property-level
Determines how viewer bookings are recorded when the property is vacant.
Booked - Confirmed: A confirmation email is automatically sent when the viewing is created by a third party.
Booked - Unconfirmed: No automatic confirmation is issued.