What is a Provisional Valuation?
When you book a valuation, you have the option to save it as provisional. This is useful when a date and time has been discussed with a vendor but not yet firmly agreed - for example, if you are waiting for a callback to confirm before sending anything to them.
A provisional valuation is added to the diary straight away so the slot is held, but no confirmation is sent to the owner until you are ready to book it in properly.
Saving a Provisional Valuation
When booking a valuation using the quick book valuation option, you will see a 'Save as provisional' checkbox on the booking form.
You'll also see the option on the calendar screen after selecting the date and time for a valuation.
Ticking this checkbox before saving the appointment will create the event and appear in the diary, but the owner will not receive any notifications.
Finding Provisional Valuations
Provisional valuations appear in the main valuation tables in the 'Upcoming' tab. The Status column shows whether each valuation is Provisional or Confirmed, making it easy to see at a glance which ones still need to be booked in.
Additionally in the calendar, provisional valuations are shown without a 'fill colour' and have a dotted border, as well as displaying a Provisional badge when you open the event, so there is no risk of confusing them with fully confirmed appointments.
Confirming a Provisional Valuation
To confirm a provisional valuation, head to the valuation page and click the 'Confirm Valuation' button on the right hand side.
This will mark the valuation as confirmed, send the automated 'Valuation Booked' notification if enabled in your notification preferences, show a Street notification for the valuer confirming the valuation is booked and update the valuation status from Provisional to Confirmed.
Note - If the valuation date has already passed by the time you confirm it, no notifications will be sent.
Important Notes
While a valuation is provisional, all notifications are suppressed - this includes rearrangement, cancellation, and reminder notifications. If you need to make changes to a provisional valuation, confirm it first if you want the owner to be notified.
Provisional valuations count as booked appointments in the diary. If the appointment does not go ahead, cancel the valuation as you normally would.
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