Before setting your own business rules to manage the Booking Calendar we suggest that you become familiarised with being able to create business rules by reading this help article:

BDP Command – Business rules walkthrough

Creating the Booking Calendar rules

There are 9 rules that are required to be set-up in the BDP platform to enable you to take advantage of the ESPC Booking Calendar product. The table below provides a basic outline to enable you to create your own rules:

 

Rule Name Trigger Event Target Example Preamble
Rule 1 – Viewing Appointment Created BC Viewing Appointment Created Viewing Contact Dear {{vContactData.firstName}},

We are pleased to confirm you have a viewing request for <a href=”{{ propertyDetails.webLink }}” target=”_blank”>{{propertyDetails.dispAddress}}</a> on <b>{{ bdDate (action.actionDate,”l, jS F”) 1 }}</b> at <b>{{ bdDate (action.actionDate,”H:i”) 1 }}</b>.

Please click on one of the options below.

<a href=”{{additionalEventData.acceptViewingUrlPlaceholder}}”> Accept </a>
<a href=”{{additionalEventData.declineViewingUrlPlaceholder}}”> Decline </a>
<a href=”{{additionalEventData.reviseViewingUrlPlaceholder}}”> Propose New Time </a>

Kind regards
The BDP Team

Rule 2 – Viewing Appointment Accepted BC Viewing Appointment Accepted Applicant Dear {{aContact.groupSalutation}},

We are pleased to confirm your viewing at <a href=”{{ propertyDetails.webLink }}” target=”_blank”>{{ propertyDetails.dispAddress }}</a> on <b>{{ bdDate (action.actionDate,”l, jS F”) 1 }}</b> at <b>{{ bdDate (action.actionDate,”H:i”) 1 }}</b>.

Kind regards
The BDP Team

Rule 3 – Viewing Appointment Declined BC Viewing Appointment Declined Applicant Dear {{aContact.groupSalutation}},

The viewing appointment has been declined, please contact the firm to re-arrange a possible time.

Kind regards
The BDP Team

Rule 4 – Viewing Appointment Revised BC Viewing Appointment Revised ApplicantDear {{vContactData.firstName}}, Unfortunately the time selected is now no longer available, but the following time has been proposed <a href=”{{ propertyDetails.webLink }}” target=”_blank”>{{ propertyDetails.dispAddress }}</a> on <b>{{ bdDate (action.actionDate,”l, jS F”) 1 }}</b> at <b>{{ bdDate (action.actionDate,”H:i”) 1 }}</b>.

If suitable please click on the link below to either Accept or Decline.

<a href=”{{additionalEventData.acceptViewingUrlPlaceholder}}”> Accept </a>
<a href=”{{additionalEventData.declineViewingUrlPlaceholder}}”> Decline </a>

Kind regards
The BDP Team

Rule 5 – Revised Viewing Appointment Declined BC Revised Viewing Appointment Declined Viewing Contact Dear {{vContactData.firstName}},

Unfortunately the new proposed time has been declined.

Kind regards
The BDP Team

Rule 6 – Revised Viewing Appointment Accepted BC Revised Viewing Appointment Accepted Viewing Contact Dear {{vContactData.firstName}},

This is confirmation that the proposed new time has been accepted <a href=”{{ propertyDetails.webLink }}” target=”_blank”>{{ propertyDetails.dispAddress }}</a> on <b>{{ bdDate (action.actionDate,”l, jS F”) 1 }}</b> at <b>{{ bdDate (action.actionDate,”H:i”) 1 }}</b>.

Kind regards
The BDP Team

Rule 7 – Confirmed Viewing Appointment Cancelled BC Confirmed Viewing Appointment Cancelled Viewing Contact Dear {{vContactData.firstName}},

The following viewing has now been cancelled <a href=”{{ propertyDetails.webLink }}” target=”_blank”>{{ propertyDetails.dispAddress }}</a> on <b>{{ bdDate (action.actionDate,”l, jS F”) 1 }}</b> at <b>{{ bdDate (action.actionDate,”H:i”) 1 }}</b>.

Kind regards
The BDP Team

 

(Not yet released)

Rule 8 – Viewer to Open Viewing Added – Viewing Agent

BC Viewer to Open Viewing Added Viewing Contact Dear {{vContactData.firstName}},

We are pleased to confirm you have a viewing request for <a href=”{{ propertyDetails.webLink }}” target=”_blank”>{{ propertyDetails.dispAddress }}</a> on <b>{{ bdDate (action.actionDate,”l, jS F”) 1 }}</b> at <b>{{ bdDate (action.actionDate,”H:i”) 1 }}</b>.

Kind regards
The BDP Team

(Not yet released)

Rule 9 – Viewer to Open Viewing Added – Applicant

BC Viewer to Open Viewing Added Applicant Dear {{ vContactData.salutation }},

We are pleased to confirm your attendance at the open viewing at <a href=”{{ propertyDetails.webLink }}” target=”_blank”>{{ propertyDetails.dispAddress }}</a> on <b>{{ bdDate (action.openViewing.startDate,”D jS M Y H:i”) 1 }} to {{ bdDate (action.openViewing.endDate,”D jS M Y H:i”) 1 }}</b>.

Kind regards
The BDP Team

 

Notes:

    1. You may want to add a boolean to a rule so that you have a different email going to the seller when they are managing the viewings to the email you will want to go to a viewing agent. Please see this article for further information on booleans.
    2. Due to the impact on Open Viewings by the guidance provided by the Government, ESPC has not released the Open Viewings section on Booking Calendar. However, BDP still provides the trigger event ‘BC Viewer to Open Viewing Added’ and strongly recommends that a rule is added in the meantime to advise your Administrator to set-up and test rules to support Open Viewings (rules 8 and 9 above), see example in table for interim rule:
Rule Name Trigger Event Target Example Preamble
Advise Administrator to set-up rule BC Viewing Appointment Created Hard code your Administrator’s email address Dear Name,

The Open Viewings option has now been enabled by ESPC and we now need rules set-up to manage notification emails to:

  • Viewing contact
  • Applicant

Kind regards
The BDP Team

Contacting ESPC

Once you have set-up your rules in the BDP platform you will need to contact the ESPC Support Team at support@espc.com to switch on the Booking Calendar tool for you and set the default viewing availability that suits your firm. This default viewing availability cab be set-up on a per-property basis, where you can overwrite the default setting.