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Calendar and viewings · extra help in Business

From an organised viewing to a clear follow-up.

Plan viewings alongside the contact and property. With Business, turn notes into follow-up suggestions you review before applying.

Before the viewing: bring the context together

The calendar and viewings are part of the reOffice foundation. Keep an appointment connected to the buyer and property so you can see who is coming, what they want and which home they will visit.

Search preferences and earlier conversations help you prepare useful questions. Portals let buyers explore homes and request a viewing without turning each step into a separate record.

Afterwards: write or dictate what matters

With Business, write or dictate your viewing notes. AI suggests feedback, updated preferences and a follow-up task. Review the suggestions and choose what to apply.

Pay particular attention to names, amounts, preferences and commitments. Confirm before updating the record. The aim is to turn notes into the next piece of work with less transcription, while keeping your judgement.

Close the loop with buyer and seller

A specific task gives the next step an owner: clarify a question, share documents or arrange another viewing. Each contact does not need to become a rigid process.

Business also prepares a monthly seller report from property activity. You decide what to publish. Compare plans to see whether you need the calendar alone or help preparing the follow-up too.

Bring a case from your agency. Let’s walk through it.

See how to organise an enquiry, a viewing and the follow-up in reOffice, and which plan fits the way you work.

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