# Viewings: times, invitations, who came and who is still in

> Viewing slots buyers and tenants book themselves, invitations for chosen enquirers, a waiting list, attendance in one click, and who is still interested after.

**Status:** Beta — Complete for the first firms using it; details may still move.
**On the broker’s path:** Leads & enquiries

**The problem this solves:** Viewing times are agreed by phone and e-mail, nobody knows who showed up, and the people still interested are not followed up.

**In short:** You offer times, people book them on their own page, the ones you choose get
reserved slots, and the waiting list hears the moment a time opens. After the viewing, one
click notes who came and the enquiry asks the person whether they are still interested —
a yes reaches you as a notice.

## What you can do

- **Offer times, let people book.** Interested people book a slot on their own page; a
  booking or cancellation reaches you by e-mail and in the app.
- **Invite the people you choose.** Pick several enquiries and invite them to a viewing
  reserved for them, at times only they can see.
- **Keep a waiting list.** When every time is booked, people can join a waiting list and
  get an e-mail the moment a time opens.
- **Note who came.** Under „Besichtigungen“ the last week's viewings ask „Erschienen“ or
  „Nicht erschienen“ per person; the enquiry reads „Besichtigt“ or „Nicht erschienen“.
- **Ask whether they are still in.** After the viewing, people are asked whether they are
  still interested; a yes arrives as a notice and marks the warmest leads, a no lets the
  enquiry go. Someone who missed a viewing finds new times on their page.
- **Sign the Besichtigungsnachweis on the spot.** At the viewing, the visitor reads and
  signs it on your phone or tablet; it is saved with the property.

## How it works

Viewing times belong to the object; invitations and bookings belong to the enquiry. Calendar
invitations in the person's language keep the appointment in their calendar — a move
updates it, a cancellation removes it. Each step lands in the enquiry's history, so the
broker sees booked, attended, interested, in that order.

## Limits and notes

- A viewing that is over can no longer be called off; people who stayed away are not asked
  how it went.

## New in this feature

- App 0.42.0: Enquiries show whether the person is still interested after the viewing, and a yes arrives as a notice.
- App 0.42.0: Past viewings now ask who came: one click notes it, and the enquiry shows whether the person was there.
- App 0.42.0: Pick several enquiries and invite them to a viewing reserved for them, in one step.
- App 0.42.0: You now see how many people are waiting for a viewing time, and the enquiry shows who is on the waiting list.
- App 0.41.0: See who carries what: the commission report now shows each broker's enquiries, how quickly they react, their viewings and their deals in the period.
- App 0.41.0: An enquiry's card says what already happened — answered automatically, questions answered, viewing booked with its time — and shows the person's budget, financing and timeline.
- App 0.41.0: When you hand the device over for a Besichtigungsnachweis, the visitor sees only the confirmation, in its language, and the screen stays on while they sign.
- App 0.41.0: At a viewing, the visitor reads and signs the Besichtigungsnachweis on your phone or tablet, and it is saved with the property at once.
- Platform 0.27.0: On a phone the exposé link now lets buyers swipe through every picture full screen and book a viewing or make an offer in one tap.
- Platform 0.27.0: After a viewing, people are asked whether they are still interested; a yes reaches you at once, and the next step is right there for them.
- Platform 0.27.0: You can now note who came to a viewing and who did not; people who stayed away are no longer asked how it went.
- Platform 0.27.0: You can invite the people you choose to a viewing at times only they can see and book.
- Platform 0.27.0: When every viewing is booked, interested people can join a waiting list and get an e-mail the moment a time opens.
- Platform 0.27.0: Someone who missed a viewing now finds new times on their page, and a viewing that is over can no longer be called off.
- App 0.40.3: Inviting a colleague no longer makes you wait, and you are told if the invitation mail could not be delivered.
- App 0.40.3: The invitation page says invitations last seven days, as they now do.
- Platform 0.25.4: Inviting a colleague answers at once; the invitation mail goes out in the background and the members page shows how it went.
- App 0.40.0: A pending invitation can now be handed over by link or QR code — copy it into a chat, show the code on screen, or save it as an image.
- App 0.40.0: The invite dialog now says which workspace the colleague joins and with which role, and the members list no longer cuts off its last column.
- App 0.40.0: An invited colleague who joins now lands straight in the team's workspace, in the language of their invitation.
- App 0.40.0: Inviting a colleague now shows that the invitation is on its way, keeps what you typed if it fails, and explains an undelivered invitation.
- App 0.37.3: The remaining date pickers — next steps, viewing slots, consent dates, payments and expenses — now take a typed date too.
- App 0.34.3: Replies to rental enquiries now offer a viewing instead of asking for documents, and applications read clearly on the property page.
- App 0.34.2: Scheduling a viewing now tells you what is still missing, so the next step is always clear.
- App 0.33.16: The invitation list now shows plainly whether and when each invitation was sent.
- Platform 0.19.11: When a deal is handed to you or someone @mentions you, an e-mail tells you, even out on viewings.
- Platform 0.19.7: Invitations can be resent again, exactly as you first wrote them.
- App 0.27.0: Each property can hold where the keys are and how to get in, shown with every viewing and never to visitors.
- App 0.27.0: Each property shows what visitors keep saying after viewings, with a suggested next step, so a slow sale stops being a guess.
- Platform 0.17.0: The enquiries pet can answer every enquiry at once, day or night, with the exposé and free viewing times.
- Platform 0.17.0: Visitors are asked for their impression after each viewing, and a remark that keeps coming back reaches you with a next step.
- Platform 0.17.0: Booked viewings land in your calendar with everything you need, and moving one tells every visitor the new time.
- App 0.25.0: Open invitations show when each went out and flag any that could not be sent.
- App 0.25.0: Pending invitations show the role, and declined ones stay visible with a button to invite the person again.
- App 0.25.0: Invited colleagues are greeted by name with your note quoted, and the invitation list shows whom you invited.
- App 0.25.0: The members page follows new invitations, joins and declines as they happen, no reload needed.
- App 0.24.4: The pending invitations list is tidier, giving the address, dates and delivery status the room they need.
- App 0.24.4: The invitation page now speaks the language the invitation was written in, so mail and page read alike.
- App 0.24.4: Colleagues without admin rights see a calm overview of the team and its invitations, while admins keep all their tools.
- App 0.24.4: Withdrawing an invitation now asks first and names the address, so a slip of the mouse locks nobody out.

… and 25 older changes.

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HTML version: https://docs.capitality.io/features/viewings/ · Language: en