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A viewing is an appointment between a lead and one of your team at a property. You can book one yourself, or send the lead a link and let them choose from the times you have made available. Yorlet handles the confirmation, the reminder, and the follow-up, so all you need to do is turn up and record the outcome. You can see every viewing across your pipeline on the Viewings page, and the viewings for a single lead on their enquiry.

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Choosing a view

Use the view switcher in the top right of the Viewings page to change how your viewings are displayed:
  • Table: A full-width table of every viewing, showing when it is, its status, the lead, the unit, the host, and whether it was booked by the lead or by your team.
  • Board: A kanban board with a column for each status (Pending, Scheduled, Completed, No show, and Canceled).
  • Calendar: A calendar of your viewings alongside your booking availability, so you can see how your week is filling up.
You can filter the table by Status, Source, and Host. Selecting a viewing opens the enquiry it belongs to.

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Booking a viewing yourself

Viewings are booked from the enquiry, so open the lead first and find the Viewings section. To book a viewing, follow these steps:
  1. Click Schedule viewing.
  2. Under When, pick a date, then choose one of the available times. If none of them suit, you can set your own time instead.
  3. Choose the Unit the lead is viewing.
  4. Choose a Host to show them round.
  5. Add any Notes the host should know.
  6. Click Schedule.
Booking a viewing moves the enquiry to the Viewing status if it has not progressed that far already.
The available times come from your booking settings — or from the building’s own hours, if it has an override — and exclude anything already booked at that building. Your team is not held to those windows, so you can always set a custom time when a lead can only make an unusual slot.

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Letting the lead book

Rather than agreeing a time back and forth, you can send the lead a link and let them pick a slot themselves. In the Viewings section of the enquiry, click Booking link and choose either Copy booking link or Send booking link. Sending the link requires an email address on the enquiry. Leads booking through the link can only choose from the times your booking settings publish — using the building’s hours when that enquiry has a building — and they can reschedule or cancel using the same link. Viewings they book are shown as Booked by lead. You can also share a booking link for a whole building from the building record. A lead who books through that link signs in with OneMove (or leaves their contact details), picks a time, and Yorlet creates the enquiry for you. If Require confirmation for building booking links is on — or the building overrides it to require confirmation — those bookings start as Pending. They hold the slot until someone on your team confirms or declines them from the enquiry or the Viewings board. Enquiry booking links and viewings you schedule yourself are still confirmed immediately. A lead who signs in with OneMove on the same building link can see their current pending or scheduled viewing and cancel or reschedule it there. Guests without OneMove use the manage link in their email.
Turn on Send booking links automatically in your booking settings and every lead is emailed their link the moment you mark them as Qualified.

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Recording the outcome

If a viewing is Pending, open the overflow menu (•••) and choose Confirm viewing to accept the request, or Decline to cancel it. Confirming sends the usual confirmation email and calendar invite. Once a confirmed viewing has happened, record what came of it from the Viewings section of the enquiry. Open the overflow menu (•••) next to the viewing and choose:
  • Mark completed: The lead attended. Yorlet follows up with them and reminds you to move them on to an application when they are ready.
  • Mark no show: The lead did not attend.
  • Cancel viewing: The viewing is called off and the slot is freed up for another lead.
You can also choose Update to change the time, host, or notes. Moving a viewing to a new time sends the lead an updated confirmation.

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What the lead receives

Yorlet keeps the lead informed without you having to chase:
  • A request-received email when a building-link booking needs confirmation, with a link they can use to change or cancel the request.
  • A confirmation email as soon as the viewing is booked, confirmed, or moved, with a calendar invite they can add to their diary.
  • A reminder 24 hours before the viewing.
  • A follow-up email after the viewing has finished.
If the viewing has finished and nobody has recorded an outcome, the host is nudged to do so.

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Booking settings

Your booking rules apply across every viewing, and control which slots leads can choose from. Weekly hours can be overridden on a building; duration, notice, and the booking window always come from the account. To change the defaults, go to Viewing settings:
  • Availability: The default weekly times your team can host viewings. A building can use its own hours instead.
  • Viewing duration: How long each viewing lasts, in minutes. Slots are offered at this interval.
  • Buffer between viewings: Travel or turnaround time kept free either side of a booked viewing, in minutes.
  • Minimum notice: How far in advance a lead must book, in hours.
  • Booking window: How far into the future leads can book, in days.
  • Send booking links automatically: Email the lead their booking link as soon as an enquiry is marked as qualified.
  • Require confirmation for building booking links: Bookings from a public building link start as pending until a team member confirms them. A building can override this.
Click Save once you are happy with your changes.
Leads picking a slot from a booking link can only choose from the published hours for that building — or your account hours if the building inherits them. If those hours are empty, they will have no times to choose from and you will need to book their viewings yourself.