How Do I Book A Viewing Via A Property?

Question:

How can I arrange a Viewing through the Property record in Alto Property Management?

This article relates to the ALTO Property Management Module

Solution:

Please note – Before you can book Viewings on a Property, it must have an Available Status. 

  1. Click on the required Property, then click Actions > Book a Viewing…

   2. When the Property Viewing Manager opens, the Property will already be selected. Using the Diary Bar, you can select the Date of the viewing, who will be conducting it, Reminders and Where you are going to meet the applicant.


TIP: You can click the diary icon  which will open the Diary screen where you can select the date and time more easily, then click OK.


   3. On the right-hand side of the Property Viewing Manager screen, select or add the applicant that has requested the viewing.


TIP: You can select more than one Applicant for the viewing by clicking the ‘+ Add’ next to the selected Applicant.


    4. When you have finished, click Save Viewing.  The saved viewing will appear in the timelines of the Property, the Applicant and as an Appointment on the Diary screen.


ANNOUNCEMENTS:

Getting Started
Take a look at this video which highlights the features and how to use your knowledgebase.

Submit a Query
Connect to Support
Allow Jupix Support team to log into your computer. Load Teamviewer from here when requested to do so by our Support Team .

User Voice
Login to the community to suggest and vote for new and improved functionality within Jupix.
Submit a Query
Print Article Email Article Request Training