Before setting your own business rules to manage the Booking Calendar we strongly 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 […]
Articles Tagged: viewings
Viewings page
In the left-hand menu click on Appointments to expand the category, then click on Viewings. This is a full-page layout showing all viewings for all properties, past, present and future. Filters At the head of the viewings list is a search and filter box which enables you to quickly display the viewings of interest. There […]
Choosing the viewing contact
Back to Create new viewing – Forward to Date & time selector When creating a new viewing, the available viewing contacts will be different depending where in the system you are creating the viewing from. From the calendar BDP does not know which property you intend to view when you click from the calendar, therefore […]
Create a new Viewing
Back to understanding what “Live” means – Forward to There are several ways to create a viewing for a property in BDP: Click in the calendar and select Viewing from the appointment type In the property record, click New Viewing in the Tools menu on the left (or click the “eye” icon in the top […]
Viewings tab
The Viewing tab displays a single, full-width widget that contains a list of all viewings of the property, both past and future. It is located immediately below the property summary box at the head of the property details screen. Looking at the example above you can see the applicant’s name, BDP reference number and a […]