Introduction

The Viewing List allows agents to manage, filter, and review all property viewings across Lettings. This article explains how the Viewing List works, how viewings are displayed, and the actions available based on roles and viewing status.

This article covers situations where viewing requests require only the listing agent’s approval, or no approval at all.

Summary

• Viewing List Overview
• Filters & View Switcher
• Calendar View
• List View
• Arrange a Viewing (from Viewing List)
• Viewing Actions

To access the viewing list, click Lettings → Viewings, the system opens the Viewing List. Only viewings for For Let properties are displayed.

Viewing List Overview

The Viewing List includes tabs, filters, sorting logic, and two display modes (Calendar or List).

Five tabs are available at the top of the Viewing List:

• All — all viewings

• Pending — viewings awaiting approval

• Upcoming — scheduled future viewings

• Completed — viewings marked as completed

• Cancelled — viewings that have been cancelled

By default, the All tab is shown.

Filters & View Switcher

Search by Property

When a property is searched, only viewings for that property are displayed.

Contact Filter

• Single-selection search.

• Only viewings related to that contact will be displayed.

Accompanying Agent

• Only Company Admin/Owner will see

• Any (default) – All agents' viewings will be displayed

• Select some agents to check viewings when they are accompanying agent or organizer

Has Reschedule Request

You may choose All, Yes or No.

View Switcher

• Calendar View (default)

• List View

Calendar View

Layout

• Displays a weekly calendar (Mon–Sun)

• Default view: Current week

• Today's date is highlighted

Weekly Navigation

• Use < and > to move to previous/next weeks

• Clicking This Week returns to the current week

• When moving to another week, any selected day filter is cleared

Day Selection

• Clicking a date filters viewings to that day

• Clicking it again removes the filter

• Each day shows:

  • Total number of viewings

  • Viewings sorted by start time (ascending)

Single Viewing Display in Calendar View

Each viewing card shows information like the following one:

Clicking a viewing opens its Viewing Detail page. For more information about viewing detail page, reference this link: Viewing Detail Page

A Back button returns the agent to the Viewing List with the same filters applied.

List View

Compared with Calendar View, List View includes an additional filter:

Time Range

• Filter by date. Format: DD/MM/YYYY

Table Columns

Arrange a Viewing (from Viewing List)

Click Create at the top right of viewing list page → opens the Arrange Viewing modal, identical to the one in the Viewing tab (link). 

Property search includes only:

• User-visible For Let properties

• Status: Instructed, Available, Let Agreed

Contact

• Only contacts visible to the agent

Viewing Actions 

Viewing actions vary depending on different viewing statuses and users' roles.

When it's organiser:

When it’s Accompanying Agent:

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.