All Site Visits & Bookings guides
1 articleAbout 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.
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.
