Introduction

The Viewing Detail Page provides a complete overview of a scheduled or requested viewing. It helps agents and participants understand the viewing’s schedule, property details, and the actions they can take based on their role.

Summary

• Accessing Viewing Detail Page
• Viewing Detail Page Layout
• Viewing Detail Page Actions
• Other Details about Viewing Detail Page

Accessing Viewing Detail Page

You can access this page by clicking on any viewing from the Viewing List or the Viewing Tab on Property Detail page:

Viewing List

Navigate to Sales > Viewings, and click the viewing line to get to the viewing detail page.

Viewings Tab

Navigate to Sales > Properties > Property Detail Page > Viewings Tab, and click the viewing line to get to the viewing detail page.

Viewing Detail Page Layout

Viewing Schedule

At the top of the page, you will see the core viewing information:

• Date, time and duration

• Viewing type – In-Person or Virtual Tour

• Status – such as Pending, Upcoming or Completed

• Past Due indicator – shown when a viewing has passed its scheduled time

• Available actions – based on your role in the viewing and the viewing’s status

For Virtual Tour viewings, the meeting link is also displayed, with options to copy or join it.
Meeting links can only be used when the viewing is still Pending or Upcoming.

Property Overview

A concise section summarises the property being viewed, including:

• Main property photo

• Address

• Price

• Bedrooms, bathrooms and other details

This allows you to quickly confirm which property the viewing relates to.

Viewing Instructions

This section displays access instructions for the property.
Agents with the appropriate permission—primary negotiators, secondary negotiators and company owners/admins—can edit these instructions.

Clicking Edit icon at top right of viewing instruction tab opens the Viewing Instruction Configuration page in a new tab.

Updated instructions apply to all relevant upcoming viewings for the property and will affect future availability slots (based on access rules)

To learn more about viewing instruction configuration, please check this article link.

People Involved in the Viewing

The right-hand panel displays people involved in the viewing.

Organiser

• Contact name, phone and email

• The agent who arranged the viewing
  If the viewing was requested by a viewer, the organiser automatically becomes the property’s primary negotiator.

Participants

The participants section is divided into several groups:

Accompanying Agent

• Shown when different from the organiser

• Displays the agent’s details

• Includes approval status, depending on configuration

  • Awaiting Approval

  • Approved

  • Rejected

Owner

• Shows name, phone and email (clickable)

• Approval status follows the same rules as above

Viewer

• Contact name, phone and email

• Approval status:

  • If the viewer requested the viewing: Approved by default

  • Otherwise: Awaiting Approval, Rejected

Viewing Detail Page Actions

To access actions in viewing detail page, click ... button at top right of this page:

Organiser Actions