Goal
To streamline the scheduling and management of viewings, ensuring that all team members can efficiently access, track, and report on their viewing appointments in one centralised location.
Why
By consolidating this information, you can more easily coordinate with clients and provide timely updates, enhancing both internal efficiency and client satisfaction. This approach not only saves time but also supports clearer reporting and tracking of viewing outcomes.
Tips and Tricks
There are multiple ways to store a viewing within Kato:
Viewings Tab
From an Enquiry within the Disposals Interest Schedule
From the viewing tab within the Disposal
Send an email confirmation straight from Kato
What happens next
Your client receives a calendar invite
You receive a calendar invite
We add the viewing to your homepage
We add the viewing to your Diary