Online Bookings Setup
Making bookings for valuations and viewings accessible online provides a huge opportunity to profit from modern-day consumers who crave a service that’s easily available whenever they need it.
The online booking setup wizard gives you control over any settings that affect the way online bookings work for your branch. You can capture interest at a time that suits your customers, giving them a next-level experience, while simultaneously producing tremendous efficiencies for your agency.
Branch vs Company Online Bookings Settings
Online booking settings are setup in two locations - branch settings and company settings. At company level it's high level settings such as managing valuers for areas, enabling or disabling online viewings across the company and the branding on the online booking flow.
This article explains what settings can be controlled at Branch level however for the company level settings, see our Online Bookings (Company) help article.
Branch Online Bookings Settings
To get started head to Settings (left side panel at the bottom) > Branch Settings > Online Bookings. The view will look very similar to the company online settings however there are different settings to setup here.
Note - To access online bookings settings for branch you will need to be a branch or company admin.
Global Settings
The online bookings global settings affect both valuations and viewings and allows you to set how far in advance (in hours) consumers can arrange or reschedule an appointment from within the consumer platform. If you don't require any notice, simply enter 0.
Additionally from here you can choose whether to allow same day bookings. If enabled consumers can book an appointment for the same day, as long as it's greater than the notice required.
Valuation Online Bookings
Within the valuation section of online bookings you'll have various settings that you can customise to maintain control of how valuations are booked.
Valuation Settings
Clicking the 'edit settings' dropdown will take you to the valuation settings section where you can setup your valuation specific settings including:
Valuation Duration - How long valuation appointments should take (this will determine how long they are booked into your calendar for).
Areas and Patches - See details on how areas and patches affect online valuations and how you can edit these.
Book online or submit a request - Whether consumers should be able to book online or submit requests only. If you choose submit a request only, consumer's requests will come through to your enquiry centre for you to manage.
Valuation booking preview - Preview what consumers will see when booking a valuation.
Sharing the valuation booking link
Your network has a unique valuation booking link that you can share with consumers so they can book a valuation in online. Simply click the 'get URL' button.
There are various ways of making use of this link such as embedding being a behind a “Book a Valuation” button on your website, embedding the page directly into your website using an iframe so users don’t have to navigate away from your site or linking it to a QR code that could be sent out on marketing material.
Note - If you want to view the page yourself you’ll need to be logged out of Street, or you can try using an Incognito window!
Viewing Online Bookings
Within the viewing section of online bookings you initially have the option of quickly toggling online viewing bookings on or off. If toggled off, applicants will not be able to book viewings online.
Note - If online bookings for viewings has been disabled at company level, you will not be able to enable viewings at branch level.
Viewing Settings
As with valuations, you can click the edit settings dropdown to setup the viewing settings including:
Viewing duration - How long viewing appointments take, based on the number of bedrooms
Auto responder emails - Whether the auto responder email should be sent to enquiries submitted via the portals. You can also edit the content of that notification directly from this page.
Pre-qualifying questions for sales properties - Control which sales applicants can book online based on their answers to the financial and property positions questions when booking a viewing online.
Pre-qualifying questions for lettings properties - Control which lettings applicants can book online based on their answers to the employment/smoker/pet/bad credit and references questions when booking a viewing online.
Viewing booking preview - Preview what consumers will see when booking a viewing.
Adding online viewing bookings to your website
Just like with valuations, you can also add Viewing Bookings to your website in a branded booking modal. To do this, ask your web developer to connect your website to the Street Property Feed API and provide the URL to your web developer to embed on property pages.
For more information on how to add the viewing booking URL to your website, click into each drop down in the viewing settings wizard.
Customising viewing settings per property
You can set individual property settings for appointment time, viewing agents, availability and owner confirmation: Property > Edit Property > Viewing Preferences. For more information, see our Property Viewing Preferences help article.
You can also control which applicants can book based on their qualifying position: Property > Info > Settings > Online Booking Controls.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!