Confirm or cancel viewing requests from shared links

Send a client listings as a link, through a campaign or a listing’s Share Link, and they can choose the homes they’d like to see and say when they’re free. That reaches you as a viewing request. It stays a request until you confirm a time.

Walkthrough video to followJust over a minute on screen, from a client asking for a viewing on a shared page to the agent confirming it in Activities.

The client’s side

1. They open the link and, for every home they’d like to view, click Add to viewings.

Screenshot to followThe client's shared page with one home added to their viewings and the Schedule Viewing button ready to press.

2. They click Schedule Viewing.
3. They fill in the form: their details, the dates and times that work for them, and a message for you if they want to add one.
4. They send it.

Screenshot to followThe client's Schedule Viewing form, with the times they are free and a short message for the agent filled in.

Find the request

Raptor Neo emails you as soon as a request arrives, with a link that takes you straight to it. Otherwise, go to Activities and open the viewing requests from there.

Screenshot to followThe Activities page, showing where viewing requests are opened and how many new ones are waiting.

Screenshot to followThe list of viewing requests, each with its contact, the listings asked for, the times offered, the campaign it came from and its status.

Each request carries the contact, the listings they picked, the deal if there is one, the times they offered and their message.

Agents see the requests that belong to them. A Team Lead or Super Admin sees the team’s as well, and can narrow them down with the Agent filter. New requests also land in the Viewing Requests panel on your dashboard.

Book the viewing

1. Click the request to open it.

Screenshot to followOne request opened, with the client's details, their availability, the listings they chose and the Schedule Viewing button.

2. Check the listings the client chose and the times they offered. If none of those times work, call or message the client to agree on one.
3. Click Schedule Viewing. The contact and listings carry over into a new viewing; set the time and save it.

Once it’s saved, the client gets an email confirming the viewing.

Turn a request down

1. Open the request and click Cancel Request.
2. Confirm with Yes, cancel.