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.

Online booking settings are setup in two locations - branch settings and company settings. At branch level it's more specific settings such as notice required to arrange appointments, valuation duration and pre-qualifying questions for viewings.

This article explains what settings can be controlled at Company level however for more information on the branch settings, see our Online Bookings (Branch) help article.

To get started head to Settings (left side panel at the bottom) > Company Settings > 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.

Clicking the 'edit settings' dropdown will take you to the valuation settings section where you can setup your valuation specific settings including:

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.

Within the viewing section of online bookings you initially have the option of quickly toggling online viewing bookings on or off without going through the full settings.

If toggled off, applicants will not be able to book viewings online. Additionally, if viewings are disabled at company level, they cannot be enabled at branch level.

Clicking the 'edit settings' dropdown will take you through the setup wizard which includes the option to allow online bookings for viewings (the same as the above toggle) as well as how to add the viewing booking URL 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.

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.

The final setting in company online booking settings is your branding. This allows you to review the logo and/or colour that you would like to use on the Online Booking form for your brand(s).

Click the edit button and you will be able to select from the logos within your brands as well as the colour from your bran colours. We recommend using a bold colour as this will be used for buttons and highlighting selected elements throughout the Online Booking form.