Centralise your team's viewings in one place within Kato, making it simple to manage, track, and report back to clients efficiently, ensuring a streamlined workflow and improved client communication

You can create viewings as part of the applicant management process OR you can create a viewing straight from the homepage making it easy to find all your teams viewings from one place to make it easy to manage and report back to your clients.

You can store a viewing against an applicant from your match panel within their requirement.

Let's assume you have the property they want to view on their match schedule... click the property to reveal the match panel:

The main thing you are likely to change is the date / time and (potentially if you are adding on behalf of an agent) the agent assigned to do the viewing.

Once happy it's time to create the viewing, add it to your calendar and then send to the applicant as confirmation.

When to use this? When someone calls up and 'just wants to have a viewing' and you aren't capturing a requirement at this stage.

First, select create a viewing from your dashboard.

You'll be asked for contact details first, then what property and finally what date/time.

Once you save the viewing we would have also behind the scenes created a new requirement, attached the chosen property to the matches and set the requirements as 'viewing' status.

Loom here!