How Do I Book a Viewing Via the Diary?

Question:

How can I arrange a Viewing through the Diary screen 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 Diary tab at the top of the screen, and then click into a time slot OR click and drag your mouse over several time slots that you wish to book the Viewing for.

    2. When the Schedule Appointment window opens, click Viewing.

    3. When the Viewing window opens, the Viewing date and time will already be set. Select the Property on the left-hand side of the screen, and the Applicant on the right.

TIP: You can add a new Applicant from this screen by clicking on Add New. You can also 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