Viewings

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.

​

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 (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.

​

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.

​

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, and they can reschedule or cancel using the same link. Viewings they book are shown as Booked by lead.

​

Recording the outcome

Once the 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.

​

What the lead receives

Yorlet keeps the lead informed without you having to chase:

• A confirmation email as soon as the viewing is booked 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.

​

Booking settings

Your booking rules apply across every viewing, and control which slots leads can choose from. To change them, go to Viewing settings:

• Availability: The weekly times your team can host viewings.
• 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.

Click Save once you are happy with your changes.