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
We recommend that these are initially set-up in the BDP training environment and NOT in the live environment, please contact our Support Team at help@bdphq.com to:
- Request the BDP training platform domain link; and
- Provide several email addresses you will need to be whitelisted to enable you to test your set-up
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 |
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Rule 2 – Viewing Appointment Accepted | BC Viewing Appointment Accepted | Applicant |
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Rule 3 – Viewing Appointment Accepted – XX Hour Reminder | BC Viewing Appointment Accepted | Applicant |
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Rule 4 – Viewing Appointment Declined | BC Viewing Appointment Declined | Applicant |
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Rule 5 – Viewing Appointment Revised | BC Viewing Appointment Revised | Applicant |
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Rule 6 – Revised Viewing Appointment Declined | BC Revised Viewing Appointment Declined | Viewing Contact |
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Rule 7 – Revised Viewing Appointment Accepted | BC Revised Viewing Appointment Accepted | Viewing Contact |
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Rule 8 – Confirmed Viewing Appointment Cancelled | BC Confirmed Viewing Appointment Cancelled | Viewing Contact |
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Rule 9 – Viewer to Open Viewing Added – Viewing Agent |
BC Viewer to Open Viewing Added | Viewing Contact |
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Notes:
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- An initial email will always be sent from ESPC to the Applicant requesting the appointment, subsequent emails will be handled from the BDP rules.
- For the reminder email you will want to add an integer (number) to the Delay/Advance field (-24 means 24 hours before the appointment), see this article, para. 6
- You may want to add a boolean to some rules so that you have a differently worded 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.
- Though Open Viewings are unlikely to be happening at the present time due to the various restrictions imposed due to combating the spread of Covid-19, the rules to set-up up and manage Open Viewings are still required.
- At least one rule must be set-up for each of the following triggers to enable the Booking Calendar to function:
- BC Viewing Appointment Created Viewing Contact
- BC Viewing Appointment Accepted Applicant
- BC Viewing Appointment Declined Applicant
- BC Viewing Appointment Revised Applicant
- BC Revised Viewing Appointment Declined Viewing Contact
- BC Revised Viewing Appointment Accepted Viewing Contact
- BC Confirmed Viewing Appointment Cancelled
- BC Viewer to Open Viewing Added
- Below is a list of useful placeholders for the Applicants’ details when creating a rule based around the BC Viewer to Open Viewing Added trigger event:
- First Name: {{ additionalEventData.applicant.firstName }}
- Last Name: {{ additionalEventData.applicant.lastName }}
- Email: {{ additionalEventData.applicant.email }}
- Phone number: {{ additionalEventData.applicant.phoneNumber }}
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 can be set-up on a per-property basis, where you can overwrite the default setting.