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> Kind regards |
| 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 |
| 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 |
| 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> Kind regards |
| 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 |
| 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 |
| 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 |
|
(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 |
| (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 |
Notes:
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- 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.
- 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:
Kind regards |
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.
Valuation API