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Online Bookings (Company)

How to setup company online booking settings

Written by Hannah Malarky Andrew

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 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.

Company Online Bookings Settings

To get started head to Settings (cog in the bar at the top right of your screen) > Company Settings > Street App & Portal > Online Bookings.

Note - You will need to be a Company Admin to access the company online booking settings.

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' drop down will take you to the valuation settings section where you can setup your valuation specific settings including:

  • Areas and Patches - See details on how areas and patches affect online valuations and how you can edit these.
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  • 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.

Each brand in your network has its own unique valuation booking link, so consumers always see a booking experience branded to match the version of your business they know. Simply click the Get URL button to see the link for each of your brands, then use Copy URL to copy the one you need.

Note - If your network only has one brand, you'll just see the one link here.

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.

Tip! If you want to view the 'book a valuation' 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 without going through the full settings.

If toggled off, applicants will not be able to book viewings online. Additionally, if online viewing bookings are disabled at company level, they cannot be enabled at branch level however they can still be manually enabled from a property's viewing settings.

Branch selection

Clicking the 'Edit' button 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 on the next page to add the viewing booking URL to your website.

If online viewing bookings are enabled, you can also choose specific branches to enable/disable them for.

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.

Branding

The final setting in company online booking settings is your branding. Branding is set per brand, so if your network has more than one brand, each can have its own look on the Online Booking form.
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Click Edit next to a brand to open its Booking form editor. Use the Template dropdown to choose which booking flow you're editing, and the menu on the left to move between Branding, Intro content and Confirmation.


On the Branding tab, on the right-hand side you can:

  • Choose a Logo variant from the logos already uploaded for this brand. To add or change the logos themselves, use the 'brand settings' link, which takes you to your Brand Settings.

  • Set a Primary colour.

  • Toggle a Background image on or off.

  • Set the Corner radius (square, slightly rounded or fully rounded) for both Buttons and Containers & cards, to match your brand's style.

Note - Colour changes made here only apply to this booking form; your brand's colours elsewhere in Street stay the same.

A live preview in the centre of the page updates as you make changes, and you can switch between Web page, Mobile and Embedded to check how it will look in each. Click Save once you're happy.

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!

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