Online Valuation Bookings
Online valuation bookings allow prospective clients to either request a valuation appointment or book directly into your team's diary, depending on how you configure it. The booking form is powered by your team's availability and calendar, with everything feeding straight into Street.
Note - You will need to be a Branch or Company Admin to access these settings.
Online Valuation Booking Settings
To get started, head to Settings > Branch or Company Settings > Street App & Portal > then select Online Bookings. Here you'll see the Valuations section that opens a step-by-step setup wizard.
Setting up online valuation bookings
The wizard walks you through the following steps:
Valuation Duration
First you can set how long a valuation appointment takes in minutes. This is used to calculate the available time slots shown on the booking form.
Areas and Patches
Next you can review and configure the areas assigned to your team. When a client enters their address, Street matches it against your catchment areas to determine which valuers to show.
Tip! Ensure your valuers are correctly assigned to each area before going live - see the Areas help article for more detail.
Requests or Bookings
The next setting lets you choose how clients can use the booking form.
Only allow requests - Selecting this means clients can only submit a request and your team would need to review to confirm a time
Allow bookings - Selecting this means clients can select a time slot and book directly into your diary
Note - The 'Allow bookings' option can only be enabled at branch level if it has been enabled at company level first. If it's turned off company-wide, the branch option will be unavailable.
Preview
On the preview page you can see a live preview of how the booking form will look to clients with your branding applied and can click on dates to see it in action.
How to direct clients
On the final page you will see your unique booking URL. You can copy this and add it to your website - most agents embed it behind a 'Book a Valuation' button - or use it however works best for your team.
Availability settings
For time slots to appear on the booking form, both branch availability and individual user availability need to be correctly configured. See the User Availability and Branch Availability help articles for more detail.
Global booking settings
Additional settings that apply across both valuations and viewings can be found in the Global Settings section of Street App & Portal.
Notice window - Here you can set the minimum number of hours' notice required before a booking can be made or changed.
Same-day bookings - You can also control whether clients can book a slot for the same day
Outside patch and no availability
If a client enters an address outside your catchment area, or no slots are available, they won't be able to complete a direct booking. An enquiry request is created instead and will appear in Enquiry Centre to review.
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!