Topic

Site Visits & Bookings

Booking, confirming and following up site visits so fewer buyers miss them, and tracking every booking from token to agreement.

Articles
11
Practical guides
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6
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About Site Visits & Bookings

The site visit is where most property decisions are made, and every missed or forgotten visit is a buyer lost. A visit needs a confirmed time, a reminder, a named person to meet the buyer and a follow-up the same day.

These guides cover booking and confirming visits, cutting no-shows, what to record after each visit and how to track a booking from token to agreement.

CRM for builders and developers

Common questions

How do I reduce site visit no-shows?

Confirm the day before on WhatsApp with the location pin, the name of the person meeting them and a number to call, and send a short reminder on the day.

What should happen after a site visit?

Record what the buyer liked and what is holding them back, set the next follow-up before the day ends, and send anything you promised, such as a price sheet or payment plan.

Put these ideas to work on your own leads

Every enquiry, WhatsApp chat and follow-up in one workspace.