Prerequisites
Before booking a viewing, ensure you have:- The Leads product enabled on your account.
- A secret key.
- An enquiry ID.
- Viewing availability configured on the account, if you want to offer bookable slots.
Permissions
Look up bookable slots
Slots are derived from the account’s weekly viewing availability, minus anything already on the calendar. They respect the configured viewing duration, buffer, minimum notice, and booking horizon, so anything returned is safe to offer a lead.List bookable slots
Response
An empty
data array usually means the account has no viewing availability configured, or the whole range falls inside the minimum notice period.Book a viewing
Onlyenquiry and start_time are required. The unit and host default to whatever is on the enquiry, and the duration defaults to the account’s viewing duration.
Book a viewing
Response
Viewing parameters
Booking a viewing also advances the enquiry to
viewing when it is at an earlier stage, so you do not need to transition it yourself.
Requests made with a secret key are only checked for collisions, not against your published availability, so your own team can book outside their usual windows. Bookings made by a lead through their booking link must fall exactly on a published slot.
Let the lead book their own slot
Rather than choosing a time on the lead’s behalf, create a booking link on the enquiry and let them pick. Setnotification.type to email to send it to them, or none to return the URL and deliver it yourself.
Create a booking link
leads.viewing_booking_link object with the enquiry it belongs to and the url of the hosted booking page. The link is created on first use and reused for the lifetime of the enquiry, and the hosted page handles its own authentication, so you never expose an API key to the lead.
Leads booking through the link can pick a slot, reschedule, and cancel, but they cannot record an outcome. Viewings they book have a source of self_serve; viewings your team books have manual.
Reschedule a viewing
Pass a newstart_time to the update endpoint. Yorlet re-checks the slot, sends the lead an updated confirmation, and reschedules the reminder and follow-up.
Reschedule a viewing
duration, assignee, unit, and notes. Pass null to assignee or unit to clear them.
Record the outcome
Use the status endpoint once the viewing has happened, or to call it off.Mark a viewing as completed
Marking a viewing as
completed follows up with the lead and reminds the host to move them on to an application.
What Yorlet sends the lead
Booking a viewing through the API triggers the same lifecycle as booking one in the Dashboard:List viewings
List upcoming viewings for an enquiry
enquiry, assignee, and unit can each be expanded with expand[].