How to book an appointment

How to book viewings, meetings and valuations for one or more properties and one or more contacts or vendors

There are numerous ways to book appointments in the Calendar section of Webdadi but the main ways are to book Valuations, and Appointments via the property.  You can also go directly to the Calendar section, and use it in a similar manner to Outlook, by choosing the required time and date and double clicking to open an appointment record.
 
Booking appointments via the Property and contact is useful as this means that the appointment is then dynamically linked to both 'Property' and 'Contact' meaning that there is an audit trail in the notes section of each.

The best way to book appointments is via the Transaction tab from within a property.  The benefit of this is that it links all appointments from Valuations to Viewings to each property, and gives you a time and date stamped record of each appointment.

  • To add appointments for viewings:
  • From the Property menu, select the property you wish to have a viewing arranged for.
  • Right click and select Property options, then Create viewing.
  • The Contacts popup box will appear. Select search to locate the person you would like to add for this viewing - if you only want your own name to be added to this appointment, search for your own last name and select that. Select the contact and then press Ok.
  • The Calendar will appear.
  • Select the date and time that you wish the valuation to take place by clicking on the date in the calendar and then double clicking on the white box indicating the time of day you would like to book the appointment into.
  • A popup will appear to Add/Update Appointment. The property you are attaching the viewing to will appear in Red.
  • Fill out the details.
  • You can also click on the Attendees tab to add a person so they will receive an email. Once on this tab, select Add attendee from the top right and search for the attendee.
    Click Ok to complete adding the appointment.

  • To book appointments (or Valuations) from the Transaction tab:
  • You can use the Transaction tab within an individual property to book a VIEWING or VALUATION appointment in the system that will automatically be emailed out to the person attending. To do this, select Property from the left hand menu and search for the property you would like to book the valuation against.
  • Double click on the property to open it, then click on the Transaction tab and select Book Valuation (top right) or Book Viewing.
  • Select if you would like the Vendor to be notified by selecting Ok for yes and Cancel for no.
  • The Calendar will appear.
  • Select the date and time that you wish the valuation to take place by clicking on the date in the calendar and then double clicking on the white box indicating the time of day you would like to book the appointment into.
  • A popup will appear to Add/Update Appointment. The property you are attaching the viewing to will appear in Red.
  • Fill out the details.
  • You can also click on the Attendees tab to add a person so they will receive an email. Once on this tab, select Add attendee from the top right and search for the attendee. Once you have added your additional attendees, select Ok to save. 

    NOTE: You can also add multiple properties to an appointment by going to the Property tab within the appointment record and clicking Add Property.
    Once you are happy with your appointment, simply click Ok to save.
    You can also book appointments directly from the Calendar and link property and contact information to those appointments using the same system. In this instance you will be searching the properties and contacts after selecting the date, rather than beforehand.

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